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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 %
UCFA
26
United Capital Financial Advisors
Texas
$48M -$4.19M -151,322 -8%
FPAS
27
Focus Partners Advisor Solutions
Missouri
$48M -$5.42M -195,803 -10%
SWRP
28
Summit Wealth & Retirement Planning
California
$45.6M +$239K +8,630 +0.5%
GG
29
GenWealth Group
New Jersey
$42.5M +$2.89M +104,526 +7%
Ameriprise
30
Ameriprise
Minnesota
$40.1M -$5.41M -195,515 -12%
BMWS
31
Brady Martz Wealth Solutions
North Dakota
$38.6M -$5.32M -192,354 -12%
HWM
32
HRC Wealth Management
Idaho
$35.3M +$2.11M +76,181 +6%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$34M +$1.29M +46,457 +4%
XF
34
XML Financial
Maryland
$33.3M +$971K +35,078 +3%
DB
35
Dravo Bay
Delaware
$32.8M +$135K +4,783 +0.4%
OIA
36
OneDigital Investment Advisors
Kansas
$32M -$2.36M -85,335 -7%
Wells Fargo
37
Wells Fargo
California
$31.8M +$3.43M +124,084 +12%
NCMW
38
Northern Capital Management (Washington)
Washington
$31.8M -$749K -27,065 -2%
FWP
39
FAS Wealth Partners
Kansas
$31.5M +$140K +5,053 +0.4%
BA
40
Ballast Advisors
Minnesota
$31.4M +$7.94K +287 +0%
MFG
41
MidWestOne Financial Group
Iowa
$31.2M -$545K -19,702 -2%
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$31.2M +$2.4M +86,594 +8%
DW
43
Dodds Wealth
Colorado
$30.7M +$124K +4,483 +0.4%
VC
44
Veery Capital
Delaware
$30.5M +$1.72M +62,012 +6%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$30.4M +$8.72M +315,242 +40%
ETC
46
Exchange Traded Concepts
Oklahoma
$30.1M +$30.1M +1,086,761 New
SAM
47
Summit Asset Management
Tennessee
$29.5M +$582K +21,050 +2%
BPA
48
Beacon Pointe Advisors
California
$29.4M +$2.37M +85,679 +9%
MFGP
49
Marshall Financial Group (Pennsylvania)
Pennsylvania
$29.1M -$9.05K -327 -0%
BDF
50
Black Diamond Financial
Maryland
$28.5M -$5.35M -193,525 -16%
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