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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 %
Jones Financial Companies
426
Jones Financial Companies
Missouri
$667K +$430K +16,346 +182%
BEI
427
Benjamin Edwards Inc
Missouri
$667K +$232K +8,722 +53%
CIP
428
Capital Insight Partners
Arizona
$666K -$26.4K -994 -4%
JWCA
429
J.W. Cole Advisors
Florida
$663K -$1.69M -63,520 -72%
BWP
430
Bernardo Wealth Planning
Pennsylvania
$658K – – –
Comerica Bank
431
Comerica Bank
Texas
$658K -$141K -5,303 -18%
LPAM
432
Lodestar Private Asset Management
California
$656K -$48.1K -1,810 -7%
MCM
433
MidAtlantic Capital Management
Virginia
$655K – – –
GWM
434
GSB Wealth Management
Connecticut
$651K +$1.36K +51 +0.2%
LMKC
435
L.M. Kohn & Company
Ohio
$645K +$645K +24,266 New
AWMG
436
Alliance Wealth Management Group
New Jersey
$644K – – –
TCM
437
Towercrest Capital Management
Pennsylvania
$644K – – –
Kovitz Investment Group Partners
438
Kovitz Investment Group Partners
Illinois
$642K -$36.3K -1,365 -5%
AA
439
Aire Advisors
California
$632K -$145K -5,439 -19%
LF
440
Lantz Financial
Illinois
$628K – – –
SAM
441
Smartleaf Asset Management
Massachusetts
$621K +$247K +9,372 +66%
RMC
442
Ring Mountain Capital
California
$613K +$25.1K +946 +4%
JIC
443
Johnson Investment Counsel
Ohio
$607K -$274K -10,293 -31%
HWA
444
HMV Wealth Advisors
Louisiana
$604K – – –
FAG
445
Fortitude Advisory Group
Washington
$602K +$3.88K +157 +0.6%
CAM
446
Carret Asset Management
New York
$599K +$17.3K +650 +3%
PAS
447
Park Avenue Securities
New York
$596K +$353K +13,267 +145%
PL
448
Plancorp LLC
Missouri
$593K – – –
UFA
449
Uptown Financial Advisors
Texas
$581K – – –
MAG
450
Mayfair Advisory Group
Alabama
$580K +$48K +1,804 +9%
16 17
18
19 20