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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 %
TCM
526
TruNorth Capital Management
Michigan
$440K – – –
CRFG
527
Columbia River Financial Group
Washington
$439K -$151K -5,436 -26%
CIBC Private Wealth Group
528
CIBC Private Wealth Group
Georgia
$438K +$11.1K +402 +3%
OC
529
Oarsman Capital
Wisconsin
$436K -$10.1K -364 -2%
TF
530
Theory Financial
Colorado
$435K – – –
SIA
531
Soltis Investment Advisors
Utah
$433K +$13K +468 +3%
SPWM
532
Schrum Private Wealth Management
Florida
$430K -$6.25K -226 -1%
PIN
533
Prudent Investors Network
California
$429K – – –
WP
534
Wealthspan Partners
Iowa
$429K – – –
Citadel Advisors
535
Citadel Advisors
Florida
$429K -$566K -20,455 -57%
KLI
536
Kelman-Lazarov Inc
Tennessee
$425K +$21.5K +778 +5%
CFD
537
Creative Financial Designs
Indiana
$424K -$4.32K -156 -1%
VCP
538
Vista Capital Partners
Oregon
$423K +$119K +4,305 +39%
AWM
539
Avior Wealth Management
Nebraska
$423K -$498 -18 -0.1%
AWM
540
Accurate Wealth Management
Florida
$422K +$66K +2,342 +19%
CAL
541
Capital Analysts LLC
Pennsylvania
$418K +$11.6K +419 +3%
PGAM
542
Princeton Global Asset Management
New Jersey
$418K +$28 +1 +0%
BIM
543
Bridges Investment Management
Nebraska
$417K -$27.1K -980 -6%
RIM
544
Rockbridge Investment Management
New York
$416K – – –
CIA
545
Cascade Investment Advisors
Oregon
$413K +$1.08K +39 +0.3%
LWM
546
Lakeridge Wealth Management
Ohio
$413K +$360 +13 +0.1%
FA
547
Fountainhead AM
New Jersey
$413K +$413K +14,910 New
DIS
548
Diversified Investment Strategies
Louisiana
$409K -$7.89K -285 -2%
AAS
549
Ameritas Advisory Services
Nebraska
$408K -$94.7K -3,423 -19%
P
550
&Partners
Tennessee
$406K -$36.6K -1,323 -8%
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