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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 %
RA
376
RFG Advisory
Alabama
$900K +$900K +33,873 New
BL
377
BFSG LLC
California
$892K -$2.15K -81 -0.2%
CWM
378
Chesapeake Wealth Management
Virginia
$890K -$2.79K -105 -0.3%
PWM
379
Partners Wealth Management
California
$888K – – –
HI
380
Hoey Investments
Pennsylvania
$882K -$34K -1,279 -4%
SWA
381
Sax Wealth Advisors
New Jersey
$878K +$3.77K +142 +0.4%
ATI
382
ARK & TLK Investments
Oklahoma
$865K -$7.74K -291 -0.9%
QPWM
383
Quadrant Private Wealth Management
Pennsylvania
$864K -$30.8K -1,159 -3%
SPI
384
Santori & Peters Inc
Pennsylvania
$863K -$136K -5,123 -14%
S
385
Sachetta
Massachusetts
$857K -$9.28K -349 -1%
LA
386
LexAurum Advisors
Kansas
$853K +$310K +11,646 +57%
MIA
387
Milestone Investment Advisors
Wisconsin
$852K – – –
NAS
388
NWF Advisory Services
California
$850K +$850K +31,980 New
WI
389
Westbourne Investments
Virginia
$848K -$22.9K -860 -3%
ONB
390
Old National Bancorp
Indiana
$846K – – –
FCB
391
First County Bank
Connecticut
$843K +$843K +31,723 New
BFA
392
Beaumont Financial Advisors
Massachusetts
$842K -$49.7K -1,869 -6%
WA
393
WBH Advisory
Maryland
$831K -$1.25K -47 -0.2%
MPM
394
Meritage Portfolio Management
Kansas
$830K -$194K -7,294 -19%
RDWM
395
Red Door Wealth Management
Tennessee
$819K +$6.88K +259 +0.8%
SPIA
396
Steward Partners Investment Advisory
New York
$816K +$31.7K +1,191 +4%
CWA
397
CM Wealth Advisors
Ohio
$799K – – –
DADC
398
D.A. Davidson & Co
Montana
$793K – – –
KFA
399
Kelleher Financial Advisors
New York
$777K – – –
SEIA
400
Signature Estate & Investment Advisors
California
$774K -$76.7K -2,885 -9%
14 15
16
17 18