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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

828 hedge funds and large institutions have $8.85B invested in Schwab US Large-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 318 increasing their positions, 279 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
828
Holders Change
+17
Holders Change %
+2.1%
% of All Funds
11.25%
Holding in Top 10
74
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.37%
% of All Funds
1.01%
New
76
Increased
318
Reduced
279
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$45.9M
2
GWM
Geneos Wealth Management
Colorado
+$30M
3
WIA
World Investment Advisors
California
+$27.9M
4
MG
Mather Group
Illinois
+$27.2M
5
TFA
Teamwork Financial Advisors
Texas
+$18.1M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$56M
2
Goldman Sachs
Goldman Sachs
New York
-$19.2M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$17M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$12M
5
OIA
OneDigital Investment Advisors
Kansas
-$7.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
326
Gradient Capital Advisors
California
$1.2M +$17.2K +648 +1%
VFA
327
Valeo Financial Advisors
Indiana
$1.2M -$1.2K -45 -0.1%
MCC
328
Money Concepts Capital
Florida
$1.19M +$4.28K +161 +0.4%
WANY
329
Wealthspire Advisors (New York)
New York
$1.19M -$66.3K -2,496 -5%
NRI
330
NFP Retirement Inc
California
$1.18M -$348K -13,111 -23%
WCM
331
Whitener Capital Management
North Carolina
$1.18M +$34.6K +1,300 +3%
CCM
332
Condor Capital Management
New Jersey
$1.17M -$7.66K -288 -0.6%
ES
333
ETF Store
Kansas
$1.17M +$209K +7,868 +22%
KJWM
334
Kiley Juergens Wealth Management
Washington
$1.14M +$69.4K +2,611 +6%
CWC
335
Carolinas Wealth Consulting
North Carolina
$1.13M -$27.6K -1,040 -2%
PAG
336
Private Advisor Group
New Jersey
$1.13M -$1.94M -72,946 -63%
IAS
337
IMA Advisory Services
Colorado
$1.13M +$548K +20,604 +94%
SF
338
Summit Financial
New Jersey
$1.12M -$4.01M -150,811 -78%
William Blair & Company
339
William Blair & Company
Illinois
$1.11M -$5.21K -196 -0.5%
KC
340
Knuff & Co
California
$1.11M -$5.34K -201 -0.5%
TYCC
341
Texas Yale Capital Corp
Florida
$1.1M +$1.14K +43 +0.1%
AIM
342
Avity Investment Management
Connecticut
$1.1M +$658K +24,760 +149%
HTC
343
Haverford Trust Company
Pennsylvania
$1.08M -$38.9K -1,462 -3%
CAAM
344
Cornerstone Advisors Asset Management
Pennsylvania
$1.08M +$5.79K +218 +0.5%
CA
345
CGN Advisors
Kansas
$1.08M +$35.8K +1,346 +3%
CTC
346
Central Trust Company
Missouri
$1.08M – – –
MOS
347
MGO One Seven
Ohio
$1.08M -$171K -6,426 -14%
MCCA
348
Mill Creek Capital Advisors
Pennsylvania
$1.07M +$40.5K +1,525 +4%
FAIM
349
Financial Advocates Investment Management
Washington
$1.07M -$550K -20,698 -34%
LFG
350
Larson Financial Group
Missouri
$1.07M +$49.7K +1,869 +5%
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