SCHV icon

Schwab US Large-Cap Value ETF

830 hedge funds and large institutions have $8.86B 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, 280 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
74
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
401
Kathmere Capital Management
Pennsylvania
$773K
BFS
402
Burkett Financial Services
South Carolina
$771K
IF
403
Ironwood Financial
Arizona
$770K
SWM
404
Sculati Wealth Management
Michigan
$765K
MAM
405
Marquette Asset Management
Minnesota
$765K
GT
406
Greenleaf Trust
Michigan
$762K
WA
407
WPG Advisers
Maryland
$761K
MPWT
408
MassMutual Private Wealth & Trust
Connecticut
$760K
QCM
409
Quantinno Capital Management
New York
$755K
CAP
410
Columbia Advisory Partners
Washington
$752K
BFO
411
Biltmore Family Office
North Carolina
$732K
PFGIA
412
Patriot Financial Group Insurance Agency
Massachusetts
$727K
RI
413
Ridgewood Investments
New Jersey
$727K
Natixis Advisors
414
Natixis Advisors
Massachusetts
$711K
NAMNJ
415
NorthStar Asset Management (New Jersey)
New Jersey
$710K
Bank of Montreal
416
Bank of Montreal
Ontario, Canada
$707K
UB
417
UMB Bank
Missouri
$703K
SPL
418
Smart Portfolios LLC
Washington
$688K
EHC
419
Everett Harris & Co
California
$686K
WDL
420
Well Done LLC
Michigan
$685K
RSWA
421
Robinson Smith Wealth Advisors
Maine
$676K
RRCM
422
Rappaport Reiches Capital Management
Illinois
$676K
Jane Street
423
Jane Street
New York
$673K
AWP
424
Atlas Wealth Partners
Pennsylvania
$671K
SQA
425
Simon Quick Advisors
New Jersey
$670K