SCHV icon

Schwab US Large-Cap Value ETF

866 hedge funds and large institutions have $9.41B invested in Schwab US Large-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 331 increasing their positions, 269 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
866
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
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
SWA
401
Sax Wealth Advisors
New Jersey
$914K
CWM
402
Chesapeake Wealth Management
Virginia
$906K
ATI
403
ARK & TLK Investments
Oklahoma
$901K
SPI
404
Santori & Peters Inc
Pennsylvania
$899K
S
405
Sachetta
Massachusetts
$892K
CIAS
406
Capital Investment Advisory Services
North Carolina
$891K
PWM
407
Partners Wealth Management
California
$888K
SWM
408
Stark Wealth Management
Pennsylvania
$884K
ONB
409
Old National Bancorp
Indiana
$880K
LPAM
410
Lodestar Private Asset Management
California
$879K
SMF
411
Scott Marsh Financial
Utah
$878K
BFA
412
Beaumont Financial Advisors
Massachusetts
$871K
SAM
413
Secure Asset Management
Michigan
$862K
MPWT
414
MassMutual Private Wealth & Trust
Connecticut
$857K
D.E. Shaw & Co
415
D.E. Shaw & Co
New York
$855K
WI
416
Westbourne Investments
Virginia
$853K
RDWM
417
Red Door Wealth Management
Tennessee
$848K
WA
418
WBH Advisory
Maryland
$843K
CWA
419
CM Wealth Advisors
Ohio
$832K
PCWA
420
Pacific Capital Wealth Advisors
California
$831K
DADC
421
D.A. Davidson & Co
Montana
$830K
JIC
422
Johnson Investment Counsel
Ohio
$824K
AF
423
Advisornet Financial
Minnesota
$809K
KFA
424
Kelleher Financial Advisors
New York
$809K
BFS
425
Burkett Financial Services
South Carolina
$807K