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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

864 hedge funds and large institutions have $9.38B invested in Schwab US Large-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 333 increasing their positions, 267 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+36
Holders Change %
+4.35%
% of All Funds
11.58%
Holding in Top 10
76
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.7%
% of All Funds
1.02%
New
91
Increased
333
Reduced
267
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$67M
2
ETC
Exchange Traded Concepts
Oklahoma
+$30.1M
3
MGIA
Moneta Group Investment Advisors
Missouri
+$19.6M
4
MFG
Merit Financial Group
Georgia
+$13.3M
5
UBS Group
UBS Group
Switzerland
+$12.3M

Top Sellers

1
WIA
World Investment Advisors
California
-$26.7M
2
FCI
Financial Counselors Inc
Kansas
-$24M
3
PCIA
Prime Capital Investment Advisors
Kansas
-$21M
4
GWM
Geneos Wealth Management
Colorado
-$18.9M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
326
Equitable Holdings
New York
$1.35M -$87.3K -3,154 -6%
Koshinski Asset Management
327
Koshinski Asset Management
Illinois
$1.35M +$609 +22 +0%
LJAC
328
L.J. Altfest & Co
New York
$1.35M +$26.4K +954 +2%
OSAM
329
O'Shaughnessy Asset Management
Connecticut
$1.35M +$19.1K +689 +1%
LIWM
330
Long Island Wealth Management
New York
$1.34M -$68.2K -2,464 -5%
KAM
331
KEB Asset Management
Illinois
$1.34M +$7.03K +254 +0.5%
JC
332
Jentner Corp
Ohio
$1.33M -$40.9K -1,477 -3%
IJWM
333
Inman Jager Wealth Management
Mississippi
$1.32M -$20K -723 -1%
CWM
334
Cornerstone Wealth Management
Missouri
$1.32M -$63.1K -2,281 -5%
MCC
335
Money Concepts Capital
Florida
$1.32M +$77.7K +2,808 +6%
SOS
336
Silver Oak Securities
Tennessee
$1.31M -$18K -652 -1%
AWE
337
Avidian Wealth Enterprises
Texas
$1.31M – – –
WCM
338
Whitener Capital Management
North Carolina
$1.3M +$76.2K +2,755 +6%
SCM
339
SOL Capital Management
Maryland
$1.28M -$15.2K -550 -1%
AL
340
Aspiriant LLC
California
$1.28M – – –
SWM
341
Seed Wealth Management
Illinois
$1.27M – – –
LA
342
LexAurum Advisors
Kansas
$1.27M +$384K +13,878 +43%
BWM
343
BCGM Wealth Management
Indiana
$1.27M +$11.3K +408 +0.9%
ZIM
344
Zacks Investment Management
Illinois
$1.26M -$196K -7,093 -13%
CP
345
Creekside Partners
California
$1.26M -$47.5K -1,717 -4%
KJWM
346
Kiley Juergens Wealth Management
Washington
$1.26M +$69.5K +2,513 +6%
WANY
347
Wealthspire Advisors (New York)
New York
$1.26M +$22.8K +824 +2%
KHC
348
Koesten Hirschmann & Crabtree
Kansas
$1.25M -$13.9K -503 -1%
VFA
349
Valeo Financial Advisors
Indiana
$1.24M – – –
NRI
350
NFP Retirement Inc
California
$1.24M +$16.3K +588 +1%
12 13
14
15 16