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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 %
SW
451
SkyOak Wealth
Michigan
$579K -$45.4K -1,707 -7%
Renaissance Technologies
452
Renaissance Technologies
New York
$574K -$2.71M -101,800 -82%
AA
453
Alesco Advisors
New York
$574K -$930 -35 -0.2%
TPI
454
Trust Point Inc
Wisconsin
$574K +$574K +21,585 New
MGWM
455
Marks Group Wealth Management
Minnesota
$573K – – –
PGFC
456
Peapack-Gladstone Financial Corp
New Jersey
$572K – – –
CRFG
457
Columbia River Financial Group
Washington
$563K -$7.11K -268 -1%
ACA
458
Atlas Capital Advisors
Wyoming
$556K +$8.27K +311 +2%
CIR
459
Clear Investment Research
Georgia
$552K +$532 +20 +0.1%
RWP
460
Revolve Wealth Partners
New Jersey
$552K -$3.46K -130 -0.6%
GG
461
Greenwood Gearhart
Arkansas
$549K +$4.89K +184 +0.9%
ACI
462
Alpha Cubed Investments
California
$548K +$13.9K +524 +3%
FFS
463
Founders Financial Securities
Maryland
$537K +$537K +20,921 New
BBW
464
Blue Barn Wealth
Utah
$534K -$19.4K -729 -3%
PNC Financial Services Group
465
PNC Financial Services Group
Pennsylvania
$533K +$217K +8,149 +69%
FWM
466
Fonville Wealth Management
Virginia
$532K -$53.5K -2,078 -9%
WMG
467
WESCAP Management Group
California
$531K +$25.3K +951 +5%
VF
468
Vawter Financial
Ohio
$528K -$29.8K -1,122 -5%
SA
469
Seneschal Advisors
Washington
$527K – – –
GC
470
Gilbert & Cook
Iowa
$525K -$2.63K -99 -0.5%
RA
471
Resolute Advisors
California
$523K +$2.79K +105 +0.5%
SFG
472
Sovereign Financial Group
Connecticut
$520K -$176K -6,633 -25%
CFFP
473
Center for Financial Planning
Michigan
$519K – – –
WAM
474
WNY Asset Management
New York
$519K +$877 +33 +0.2%
BJL
475
Brighton Jones LLC
Washington
$516K -$241K -9,052 -32%
17 18
19
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