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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 %
WPC
501
Wedmont Private Capital
Pennsylvania
$504K -$28K -998 -5%
WSFS
502
Wilmington Savings Fund Society
Delaware
$504K – – –
JCIA
503
Jackson Creek Investment Advisors
Colorado
$494K -$17.6K -638 -3%
ZF
504
Zhang Financial
Michigan
$492K +$29.1K +1,050 +6%
CAP
505
Columbia Advisory Partners
Washington
$485K -$297K -10,744 -38%
TYCC
506
Texas Yale Capital Corp
Florida
$484K -$663K -23,958 -58%
CWP
507
Cyndeo Wealth Partners
Florida
$481K +$481K +17,389 New
WC
508
Waterloo Capital
Texas
$481K +$5.29K +191 +1%
GA
509
Goldstein Advisors
Wisconsin
$479K +$32.8K +1,186 +7%
AIS
510
American Investment Services
Massachusetts
$479K – – –
LAM
511
L2 Asset Management
Massachusetts
$475K +$475K +17,160 New
HWA
512
Heritage Wealth Architects
Minnesota
$471K +$471K +17,038 New
SFWC
513
Strategic Family Wealth Counselors
New Jersey
$471K +$1.38K +50 +0.3%
CBA
514
Coastal Bridge Advisors
Connecticut
$469K +$1.69K +61 +0.4%
SSW
515
Stone Summit Wealth
Florida
$468K -$54K -1,953 -10%
LIA
516
Lynx Investment Advisory
District of Columbia
$468K +$7.97K +288 +2%
WPA
517
Wealth Preservation Advisors
Tennessee
$464K -$3.1K -112 -0.7%
KWM
518
Kingsview Wealth Management
Oregon
$453K +$453K +16,355 New
TAP
519
Tounjian Advisory Partners
Florida
$451K – – –
BTI
520
Blue Trust Inc
Georgia
$451K +$418K +15,108 +1,272%
BFA
521
Blueprint Financial Advisors
North Carolina
$445K +$445K +16,086 New
SAG
522
SageView Advisory Group
California
$445K -$11.8K -417 -3%
SSWM
523
Smith Salley Wealth Management
North Carolina
$445K -$6.92K -250 -2%
JPLA
524
Joseph P. Lucia & Associates
New York
$441K -$5.48K -198 -1%
BI
525
Ballast Inc
Kentucky
$441K +$441K +15,950 New
19 20
21
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