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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 %
SAG
501
SageView Advisory Group
California
$430K -$19K -714 -4%
JPLA
502
Joseph P. Lucia & Associates
New York
$429K -$49.7K -1,869 -10%
OC
503
Oarsman Capital
Wisconsin
$428K +$98.7K +3,715 +30%
GA
504
Goldstein Advisors
Wisconsin
$428K – – –
BIM
505
Bridges Investment Management
Nebraska
$426K +$11.6K +435 +3%
TCM
506
TruNorth Capital Management
Michigan
$422K – – –
SPWM
507
Schrum Private Wealth Management
Florida
$419K -$8.88K -334 -2%
TF
508
Theory Financial
Colorado
$415K – – –
PIN
509
Prudent Investors Network
California
$412K – – –
RC
510
Roundview Capital
New Jersey
$412K – – –
WP
511
Wealthspan Partners
Iowa
$412K -$34.3K -1,289 -8%
CFD
512
Creative Financial Designs
Indiana
$411K -$57.5K -2,163 -12%
AWM
513
Avior Wealth Management
Nebraska
$407K +$8.83K +332 +2%
SIA
514
Soltis Investment Advisors
Utah
$403K +$4.49K +169 +1%
PGAM
515
Princeton Global Asset Management
New Jersey
$402K -$30.4K -1,145 -7%
FIA
516
Foundations Investment Advisors
Arizona
$401K -$25.6K -964 -6%
DIS
517
Diversified Investment Strategies
Louisiana
$401K -$34.4K -1,295 -8%
RIM
518
Rockbridge Investment Management
New York
$399K +$12.1K +455 +3%
CA
519
Calton & Associates
Florida
$398K +$398K +14,961 New
LWM
520
Lakeridge Wealth Management
Ohio
$396K +$372 +14 +0.1%
CIA
521
Cascade Investment Advisors
Oregon
$396K +$2.13K +80 +0.5%
CAL
522
Capital Analysts LLC
Pennsylvania
$390K +$32.7K +1,231 +9%
SC
523
Schoolcraft Capital
Colorado
$389K -$12.9K -484 -3%
P
524
&Partners
Tennessee
$389K +$91.6K +3,772 +31%
KLI
525
Kelman-Lazarov Inc
Tennessee
$387K -$11.8K -444 -3%
19 20
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