Schwab US Large-Cap Value ETF
SCHV
844 hedge funds and large institutions have $8.88B invested in Schwab US Large-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 324 increasing their positions, 284 reducing their positions, and 41 closing their positions.
88% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 41
14% more repeat investments, than reductions
Existing positions increased: 324 | Existing positions reduced: 284
3% more funds holding in top 10
Funds holding in top 10: 75 → 77 (+2)
2% more funds holding
Funds holding: 824 → 844 (+20)
1.53% more ownership
Funds ownership: 73.27% → 74.8% (+1.5%)
10% less capital invested
Capital invested by funds: $9.88B → $8.88B (-$1B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$46.4M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$30.3M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$28.2M |
| 4 |
MG
Mather Group
Chicago,
Illinois
|
+$27.5M |
| 5 |
TFA
Teamwork Financial Advisors
San Antonio,
Texas
|
+$18.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$56.6M |
| 2 |
Goldman Sachs
New York
|
-$19.4M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$17.2M |
| 4 |
SWM
Stark Wealth Management
Bethlehem,
Pennsylvania
|
-$16.2M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$11.7M |
SCHV Hedge Fund Activity: Q1 2025 in Review
844 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q1 2025, worth a combined $8.88B — down 10% from $9.88B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new SCHV positions and 41 closed out — a net gain of 36 holders — while 324 added to existing stakes and 284 trimmed.
The largest buyer was SEI Investments, adding an estimated $46.4M. The largest seller was Financial Engines Advisors, cutting an estimated $56.6M.
- 844 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q1 2025, up from 824 in Q4 2024.
- Funds reported $8.88B of Schwab US Large-Cap Value ETF stock for Q1 2025, down 10% quarter-over-quarter.
- 77 funds opened new Schwab US Large-Cap Value ETF positions in Q1 2025 and 41 closed out, a net change of +36 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q1 2025 was SEI Investments, an estimated $46.4M added.
- The largest Schwab US Large-Cap Value ETF seller in Q1 2025 was Financial Engines Advisors, an estimated $56.6M sold.
Based on aggregated 13F filings for Q1 2025.