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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 %
ES
351
ETF Store
Kansas
$1.23M +$18.1K +655 +1%
CCM
352
Condor Capital Management
New Jersey
$1.22M +$83 +3 +0%
TGAM
353
TBH Global Asset Management
Tennessee
$1.22M +$906K +32,086 +290%
CA
354
Continuum Advisory
Idaho
$1.21M +$1.15M +41,446 +1,801%
UAG
355
United Advisor Group
Ohio
$1.21M +$828K +29,915 +217%
GCA
356
Gradient Capital Advisors
California
$1.19M -$55.5K -2,006 -4%
VCWA
357
Vanguard Capital Wealth Advisors
Colorado
$1.19M +$241K +8,711 +25%
JFG
358
JMG Financial Group
Illinois
$1.19M -$103K -3,724 -8%
BRWA
359
B. Riley Wealth Advisors
Florida
$1.18M +$1.18M +42,565 New
IAS
360
IMA Advisory Services
Colorado
$1.18M – – –
KF
361
K2 Financial
California
$1.17M -$20.8K -751 -2%
RI
362
Ridgewood Investments
New Jersey
$1.16M +$408K +14,750 +54%
CA
363
CGN Advisors
Kansas
$1.16M +$39.6K +1,432 +4%
William Blair & Company
364
William Blair & Company
Illinois
$1.15M -$4.54K -164 -0.4%
AIM
365
Avity Investment Management
Connecticut
$1.14M -$387 -14 -0%
PL
366
Plancorp LLC
Missouri
$1.14M +$521K +18,823 +84%
CAAM
367
Cornerstone Advisors Asset Management
Pennsylvania
$1.13M +$5.92K +214 +0.5%
CCWM
368
Cassaday & Co Wealth Management
Virginia
$1.13M -$187K -6,773 -14%
HTC
369
Haverford Trust Company
Pennsylvania
$1.13M – – –
CCC
370
Compass Capital Corp
Massachusetts
$1.12M -$670 -24 -0.1%
KC
371
Knuff & Co
California
$1.12M -$27.2K -984 -2%
PAG
372
Private Advisor Group
New Jersey
$1.12M -$61.2K -2,210 -5%
MOS
373
MGO One Seven
Ohio
$1.11M -$5.92K -214 -0.5%
FTUS
374
Flow Traders U.S.
New York
$1.11M +$1.11M +40,151 New
JF
375
Joule Financial
Kentucky
$1.11M +$18.4K +664 +2%
13 14
15
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