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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 %
AA
476
Alesco Advisors
New York
$597K -$111 -4 -0%
MGWM
477
Marks Group Wealth Management
Minnesota
$597K – – –
PGFC
478
Peapack-Gladstone Financial Corp
New Jersey
$596K +$1.36K +49 +0.2%
SFG
479
Sovereign Financial Group
Connecticut
$577K +$35.3K +1,276 +7%
RWP
480
Revolve Wealth Partners
New Jersey
$575K +$443 +16 +0.1%
PNC Financial Services Group
481
PNC Financial Services Group
Pennsylvania
$570K +$16K +580 +3%
BWA
482
Beam Wealth Advisors
Louisiana
$566K +$566K +20,462 New
CIR
483
Clear Investment Research
Georgia
$565K -$10.3K -372 -2%
FWM
484
Fonville Wealth Management
Virginia
$560K -$12K -435 -2%
BBW
485
Blue Barn Wealth
Utah
$553K -$3.54K -128 -0.6%
MC
486
McCarthy & Cox
Ohio
$549K +$549K +19,835 New
RA
487
Resolute Advisors
California
$548K +$2.88K +104 +0.5%
GC
488
Gilbert & Cook
Iowa
$547K – – –
CFFP
489
Center for Financial Planning
Michigan
$540K – – –
IWN
490
Independent Wealth Network
Iowa
$537K +$7.86K +284 +1%
OWP
491
Obermeyer Wealth Partners
Colorado
$535K +$535K +19,344 New
ACA
492
Atlas Capital Advisors
Wyoming
$535K -$43.2K -1,561 -7%
WFA
493
WMG Financial Advisors
Tennessee
$531K +$15.9K +575 +3%
SA
494
Seneschal Advisors
Washington
$530K -$18.5K -669 -3%
DWT
495
Dorsey & Whitney Trust
South Dakota
$528K – – –
SMA
496
Sage Mountain Advisors
Georgia
$515K – – –
QCM
497
Quantinno Capital Management
New York
$514K -$272K -9,829 -35%
AFP
498
Ausdal Financial Partners
Iowa
$509K -$441K -15,927 -46%
FIA
499
Foundations Investment Advisors
Arizona
$507K +$89.5K +3,234 +21%
RCM
500
Radnor Capital Management
Pennsylvania
$504K – – –
18 19
20
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