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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 %
SCA
351
Stonebridge Capital Advisors
Minnesota
$1.06M -$429K -16,125 -29%
KF
352
K2 Financial
California
$1.06M -$17.1K -698 -2%
AF
353
Advisornet Financial
Minnesota
$1.06M -$327K -12,300 -24%
AWM
354
AE Wealth Management
Kansas
$1.05M -$94K -3,536 -8%
JF
355
Joule Financial
Kentucky
$1.05M +$64.1K +2,410 +7%
VST
356
Van Strum & Towne
California
$1.04M – – –
AIM
357
Athena Investment Management
California
$1.03M -$20.6K -775 -2%
LWM
358
LongView Wealth Management
Georgia
$1.01M -$110K -4,130 -10%
VP
359
Verum Partners
North Carolina
$994K +$211K +7,957 +27%
MC
360
Montag & Caldwell
Georgia
$989K +$122K +4,606 +14%
CCC
361
Compass Capital Corp
Massachusetts
$981K -$689K -28,318 -41%
SC
362
SouthState Corp
Florida
$972K +$967K +36,373 +18,096%
CFG
363
Clayton Financial Group
Missouri
$971K -$35.6K -1,338 -4%
BCWM
364
Bartlett & Co Wealth Management
Ohio
$965K +$2.92K +110 +0.3%
Citadel Advisors
365
Citadel Advisors
Florida
$955K +$541K +20,354 +131%
AQR Capital Management
366
AQR Capital Management
Connecticut
$941K +$605K +22,744 +180%
CIAS
367
Capital Investment Advisory Services
North Carolina
$931K +$626K +23,563 +206%
KA
368
Kovack Advisors
Florida
$926K -$38.6K -1,451 -4%
MSWMA
369
Market Street Wealth Management Advisors
Indiana
$921K – – –
NCM
370
Northwest Capital Management
Oregon
$917K +$106 +4 +0%
VCWA
371
Vanguard Capital Wealth Advisors
Colorado
$914K +$4.84K +182 +0.5%
DAS
372
Diversify Advisory Services
Utah
$912K -$64.7K -2,509 -7%
HCWM
373
Hidden Cove Wealth Management
Washington
$912K -$26.2K -985 -3%
AFP
374
Ausdal Financial Partners
Iowa
$912K +$438K +16,470 +92%
BDFN
375
Bond & Devick Financial Network
Minnesota
$912K +$608K +22,870 +200%
13 14
15
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