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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 %
IWN
476
Independent Wealth Network
Iowa
$509K +$149K +5,614 +42%
DWT
477
Dorsey & Whitney Trust
South Dakota
$507K – – –
SSW
478
Stone Summit Wealth
Florida
$502K -$8.35K -314 -2%
MHS
479
M Holdings Securities
Oregon
$496K -$7.18K -270 -1%
WFA
480
WMG Financial Advisors
Tennessee
$495K -$4.65K -175 -0.9%
SMA
481
Sage Mountain Advisors
Georgia
$495K -$2.79K -105 -0.6%
JCIA
482
Jackson Creek Investment Advisors
Colorado
$492K -$27.3K -1,027 -5%
WSFS
483
Wilmington Savings Fund Society
Delaware
$484K – – –
RCM
484
Radnor Capital Management
Pennsylvania
$484K – – –
AAS
485
Ameritas Advisory Services
Nebraska
$480K -$20.5K -774 -4%
CPIG
486
Chicago Partners Investment Group
Illinois
$474K +$14.2K +544 +3%
WPC
487
Wedmont Private Capital
Pennsylvania
$471K +$57.3K +2,309 +14%
AIS
488
American Investment Services
Massachusetts
$460K +$1.28K +48 +0.3%
SBIA
489
Sheaff Brock Investment Advisors
Indiana
$459K -$59.8K -2,250 -12%
SWM
490
Spire Wealth Management
Virginia
$457K -$507K -19,064 -53%
WC
491
Waterloo Capital
Texas
$457K +$46.4K +1,745 +11%
SFWC
492
Strategic Family Wealth Counselors
New Jersey
$451K +$9.78K +368 +2%
TAP
493
Tounjian Advisory Partners
Florida
$451K +$451K +16,966 New
WPA
494
Wealth Preservation Advisors
Tennessee
$449K +$449K +16,886 New
CBA
495
Coastal Bridge Advisors
Connecticut
$449K +$449K +16,874 New
SB
496
Strategic Blueprint
Georgia
$448K +$45.2K +1,701 +11%
MAM
497
Marotta Asset Management
Virginia
$446K -$708K -8,809 -61%
ZF
498
Zhang Financial
Michigan
$444K +$2.02K +76 +0.5%
LIA
499
Lynx Investment Advisory
District of Columbia
$442K +$77.3K +2,910 +21%
SSWM
500
Smith Salley Wealth Management
North Carolina
$434K -$16.4K -618 -4%
18 19
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