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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 %
MAM
426
Marquette Asset Management
Minnesota
$796K – – –
WA
427
WPG Advisers
Maryland
$793K +$1.61K +58 +0.2%
GT
428
Greenleaf Trust
Michigan
$793K – – –
CPIG
429
Chicago Partners Investment Group
Illinois
$792K +$276K +9,718 +53%
SPIA
430
Steward Partners Investment Advisory
New York
$785K -$65.2K -2,358 -8%
BWP
431
Bernardo Wealth Planning
Pennsylvania
$781K +$95.1K +3,436 +14%
IF
432
Ironwood Financial
Arizona
$770K – – –
BFO
433
Biltmore Family Office
North Carolina
$762K – – –
SEIA
434
Signature Estate & Investment Advisors
California
$746K -$58.9K -2,129 -7%
NAMNJ
435
NorthStar Asset Management (New Jersey)
New Jersey
$745K +$5.84K +211 +0.8%
AWP
436
Atlas Wealth Partners
Pennsylvania
$733K +$34.5K +1,245 +5%
UB
437
UMB Bank
Missouri
$732K – – –
NCM
438
Northwest Capital Management
Oregon
$729K -$226K -8,165 -24%
WDL
439
Well Done LLC
Michigan
$727K – – –
Bank of Montreal
440
Bank of Montreal
Ontario, Canada
$719K -$17.4K -630 -2%
SPL
441
Smart Portfolios LLC
Washington
$718K +$2.35K +85 +0.3%
AG
442
Ascent Group
Virginia
$718K +$718K +25,939 New
EHC
443
Everett Harris & Co
California
$714K – – –
PFGIA
444
Patriot Financial Group Insurance Agency
Massachusetts
$709K -$48.5K -1,754 -6%
C
445
Certuity
Florida
$705K +$705K +25,482 New
RSWA
446
Robinson Smith Wealth Advisors
Maine
$704K – – –
SQA
447
Simon Quick Advisors
New Jersey
$701K +$3.54K +128 +0.5%
PAS
448
Park Avenue Securities
New York
$698K +$77.6K +2,804 +13%
FAG
449
Fortitude Advisory Group
Washington
$685K +$10.6K +383 +2%
WAM
450
WNY Asset Management
New York
$685K +$145K +5,250 +27%
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