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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 %
Comerica Bank
451
Comerica Bank
Texas
$682K -$2.71K -98 -0.4%
CIP
452
Capital Insight Partners
Arizona
$680K -$13.7K -496 -2%
AA
453
Aire Advisors
California
$674K +$15.8K +570 +2%
ACI
454
Alpha Cubed Investments
California
$671K +$101K +3,643 +18%
AWMG
455
Alliance Wealth Management Group
New Jersey
$671K – – –
TCM
456
Towercrest Capital Management
Pennsylvania
$671K – – –
GWM
457
GSB Wealth Management
Connecticut
$670K -$7.31K -264 -1%
BJL
458
Brighton Jones LLC
Washington
$669K +$132K +4,773 +25%
VWA
459
VSM Wealth Advisory
Maryland
$667K +$542K +18,568 +436%
MCM
460
MidAtlantic Capital Management
Virginia
$667K -$15.3K -554 -2%
Kovitz Investment Group Partners
461
Kovitz Investment Group Partners
Illinois
$655K -$14.2K -513 -2%
SWM
462
Sculati Wealth Management
Michigan
$655K -$142K -5,124 -18%
LF
463
Lantz Financial
Illinois
$653K – – –
TRCT
464
Tower Research Capital (TRC)
New York
$650K +$650K +23,482 New
RMC
465
Ring Mountain Capital
California
$648K +$1.68K +60 +0.3%
WMG
466
WESCAP Management Group
California
$641K +$88.2K +3,188 +16%
HWA
467
HMV Wealth Advisors
Louisiana
$628K – – –
CAM
468
Carret Asset Management
New York
$626K +$2.49K +90 +0.4%
SAM
469
Smartleaf Asset Management
Massachusetts
$616K -$33.5K -1,217 -5%
MAG
470
Mayfair Advisory Group
Alabama
$614K +$3.22K +115 +0.5%
LWM
471
LongView Wealth Management
Georgia
$605K -$441K -15,956 -42%
UFA
472
Uptown Financial Advisors
Texas
$605K – – –
SW
473
SkyOak Wealth
Michigan
$603K – – –
MIA
474
Milestone Investment Advisors
Wisconsin
$603K -$285K -10,284 -32%
GG
475
Greenwood Gearhart
Arkansas
$600K +$29K +1,047 +5%
17 18
19
20 21