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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 %
KCM
401
Kathmere Capital Management
Pennsylvania
$773K +$47K +1,769 +6%
BFS
402
Burkett Financial Services
South Carolina
$771K -$55K -2,070 -7%
IF
403
Ironwood Financial
Arizona
$770K -$7.39K -278 -1%
SWM
404
Sculati Wealth Management
Michigan
$765K -$139K -5,228 -15%
MAM
405
Marquette Asset Management
Minnesota
$765K – – –
GT
406
Greenleaf Trust
Michigan
$762K -$42.7K -1,605 -5%
WA
407
WPG Advisers
Maryland
$761K +$150K +5,641 +25%
MPWT
408
MassMutual Private Wealth & Trust
Connecticut
$760K -$53.3K -2,005 -7%
QCM
409
Quantinno Capital Management
New York
$755K +$371K +13,958 +97%
CAP
410
Columbia Advisory Partners
Washington
$752K -$27K -1,014 -3%
BFO
411
Biltmore Family Office
North Carolina
$732K – – –
PFGIA
412
Patriot Financial Group Insurance Agency
Massachusetts
$727K +$15.5K +583 +2%
RI
413
Ridgewood Investments
New Jersey
$727K +$360K +13,546 +98%
Natixis Advisors
414
Natixis Advisors
Massachusetts
$711K -$43.2K -1,623 -6%
NAMNJ
415
NorthStar Asset Management (New Jersey)
New Jersey
$710K +$4.84K +182 +0.7%
Bank of Montreal
416
Bank of Montreal
Ontario, Canada
$707K -$217K -8,166 -23%
UB
417
UMB Bank
Missouri
$703K – – –
SPL
418
Smart Portfolios LLC
Washington
$688K -$797 -30 -0.1%
EHC
419
Everett Harris & Co
California
$686K +$1.33K +50 +0.2%
WDL
420
Well Done LLC
Michigan
$685K +$456K +17,510 +200%
RSWA
421
Robinson Smith Wealth Advisors
Maine
$676K +$464K +17,458 +218%
RRCM
422
Rappaport Reiches Capital Management
Illinois
$676K – – –
Jane Street
423
Jane Street
New York
$673K -$579K -21,795 -46%
AWP
424
Atlas Wealth Partners
Pennsylvania
$671K +$42.1K +1,582 +7%
SQA
425
Simon Quick Advisors
New Jersey
$670K +$3.43K +129 +0.5%
15 16
17
18 19