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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 %
LFG
376
Larson Financial Group
Missouri
$1.11M -$5.53K -200 -0.5%
AIM
377
Athena Investment Management
California
$1.07M -$8.3K -300 -0.8%
FCB
378
First County Bank
Connecticut
$1.06M +$186K +6,725 +21%
MC
379
Montag & Caldwell
Georgia
$1.03M -$55 -2 -0%
BCWM
380
Bartlett & Co Wealth Management
Ohio
$1.01M +$3.74K +135 +0.4%
DAS
381
Diversify Advisory Services
Utah
$1M +$4.63K +164 +0.5%
VST
382
Van Strum & Towne
California
$999K -$82.7K -2,990 -8%
BEI
383
Benjamin Edwards Inc
Missouri
$997K +$302K +10,924 +44%
SC
384
SouthState Corp
Florida
$991K -$20.8K -753 -2%
SCA
385
Stonebridge Capital Advisors
Minnesota
$981K -$123K -4,442 -11%
KA
386
Kovack Advisors
Florida
$965K +$1.08K +39 +0.1%
TA
387
Tactive Advisors
Florida
$957K +$957K +34,603 New
WAP
388
Wealthcare Advisory Partners
Pennsylvania
$955K -$13.9M -501,176 -94%
VP
389
Verum Partners
North Carolina
$950K -$85.7K -3,097 -8%
BDFN
390
Bond & Devick Financial Network
Minnesota
$949K – – –
HCWM
391
Hidden Cove Wealth Management
Washington
$945K -$5.01K -181 -0.5%
MSWMA
392
Market Street Wealth Management Advisors
Indiana
$942K -$16.5K -598 -2%
QPWM
393
Quadrant Private Wealth Management
Pennsylvania
$934K +$34.3K +1,238 +4%
KCM
394
Kathmere Capital Management
Pennsylvania
$932K +$127K +4,600 +16%
NAS
395
NWF Advisory Services
California
$931K +$45.9K +1,660 +5%
HI
396
Hoey Investments
Pennsylvania
$923K +$5.65K +204 +0.6%
FAIM
397
Financial Advocates Investment Management
Washington
$918K -$195K -7,030 -17%
LWANC
398
Laurel Wealth Advisors (North Carolina)
North Carolina
$915K +$882K +24,404 +2,667%
BL
399
BFSG LLC
California
$915K -$13.7K -494 -1%
SWA
400
Sax Wealth Advisors
New Jersey
$914K – – –
14 15
16
17 18