SCHV icon

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 %
CWM
401
Chesapeake Wealth Management
Virginia
$906K -$20.2K -730 -2%
ATI
402
ARK & TLK Investments
Oklahoma
$901K – – –
SPI
403
Santori & Peters Inc
Pennsylvania
$899K +$1.25K +45 +0.1%
S
404
Sachetta
Massachusetts
$892K +$28 +1 +0%
CIAS
405
Capital Investment Advisory Services
North Carolina
$891K -$78.1K -2,824 -8%
PWM
406
Partners Wealth Management
California
$888K – – –
SWM
407
Stark Wealth Management
Pennsylvania
$884K +$884K +32,313 New
ONB
408
Old National Bancorp
Indiana
$880K – – –
LPAM
409
Lodestar Private Asset Management
California
$879K +$196K +7,069 +29%
SMF
410
Scott Marsh Financial
Utah
$878K +$878K +31,732 New
BFA
411
Beaumont Financial Advisors
Massachusetts
$871K -$5.87K -212 -0.7%
SAM
412
Secure Asset Management
Michigan
$862K +$862K +31,166 New
MPWT
413
MassMutual Private Wealth & Trust
Connecticut
$857K +$65.3K +2,361 +8%
D.E. Shaw & Co
414
D.E. Shaw & Co
New York
$855K +$572K +20,670 +202%
WI
415
Westbourne Investments
Virginia
$853K -$30.4K -1,100 -3%
RDWM
416
Red Door Wealth Management
Tennessee
$848K -$4.15K -150 -0.5%
WA
417
WBH Advisory
Maryland
$843K -$22.4K -811 -3%
CWA
418
CM Wealth Advisors
Ohio
$832K – – –
PCWA
419
Pacific Capital Wealth Advisors
California
$831K -$574K -20,528 -41%
DADC
420
D.A. Davidson & Co
Montana
$830K +$5.06K +183 +0.6%
JIC
421
Johnson Investment Counsel
Ohio
$824K +$193K +6,958 +30%
AF
422
Advisornet Financial
Minnesota
$809K -$290K -10,479 -26%
KFA
423
Kelleher Financial Advisors
New York
$809K – – –
BFS
424
Burkett Financial Services
South Carolina
$807K +$4.23K +153 +0.5%
RA
425
RFG Advisory
Alabama
$797K -$140K -5,059 -15%
15 16
17
18 19