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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 %
Ameriprise
26
Ameriprise
Minnesota
$43.7M +$4.1M +154,409 +10%
SWRP
27
Summit Wealth & Retirement Planning
California
$43.5M +$650K +24,467 +2%
FCI
28
Financial Counselors Inc
Kansas
$43M -$4.97M -187,097 -10%
BMWS
29
Brady Martz Wealth Solutions
North Dakota
$42.2M -$1.12M -42,194 -3%
CFG
30
Cooper Financial Group
California
$41.7M +$3.68M +138,426 +10%
PCIA
31
Prime Capital Investment Advisors
Kansas
$41.5M +$17.3M +652,307 +72%
AFG
32
Atomi Financial Group
New York
$39.7M +$3.62M +136,280 +10%
GG
33
GenWealth Group
New Jersey
$38.1M +$749K +28,169 +2%
GWM
34
Geneos Wealth Management
Colorado
$33.4M +$30M +1,127,656 +880%
OIA
35
OneDigital Investment Advisors
Kansas
$33M -$7.37M -277,381 -18%
BDF
36
Black Diamond Financial
Maryland
$32.5M +$1.92M +72,188 +6%
HWM
37
HRC Wealth Management
Idaho
$31.9M +$325K +12,222 +1%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$31.4M +$563K +21,200 +2%
NCMW
39
Northern Capital Management (Washington)
Washington
$31.3M -$553K -20,803 -2%
XF
40
XML Financial
Maryland
$31.1M -$741K -27,862 -2%
DB
41
Dravo Bay
Delaware
$30.8M -$2.54M -95,698 -8%
MFG
42
MidWestOne Financial Group
Iowa
$30.5M +$547K +20,582 +2%
BA
43
Ballast Advisors
Minnesota
$30.2M -$739K -27,811 -2%
FWP
44
FAS Wealth Partners
Kansas
$30.1M -$1.05M -39,392 -3%
DW
45
Dodds Wealth
Colorado
$29.4M -$4.58M -172,198 -13%
WIA
46
World Investment Advisors
California
$29.3M +$27.9M +1,049,014 +1,943%
MFGP
47
Marshall Financial Group (Pennsylvania)
Pennsylvania
$27.9M +$1.29M +48,349 +5%
SAM
48
Summit Asset Management
Tennessee
$27.8M +$593K +22,304 +2%
VC
49
Veery Capital
Delaware
$27.7M +$85K +3,198 +0.3%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$27.6M +$1.06M +39,755 +4%
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