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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 %
BMCM
526
Bryn Mawr Capital Management
Pennsylvania
$386K -$30.4K -1,145 -7%
HCM
527
Hengehold Capital Management
Ohio
$386K +$71.7K +2,696 +23%
CFG
528
Certior Financial Group
Pennsylvania
$383K -$123K -4,646 -24%
LF
529
LifeSteps Financial
California
$381K -$14.1K -531 -4%
SWM
530
Schwallier Wealth Management
Michigan
$380K -$21.5K -808 -5%
Legacy Financial Group (Iowa)
531
Legacy Financial Group (Iowa)
Iowa
$372K +$7.58K +285 +2%
TLA
532
Tanglewood Legacy Advisors
Texas
$371K – – –
MA
533
MONECO Advisors
Connecticut
$371K -$17.4K -653 -4%
EMAM
534
Encompass More Asset Management
California
$369K +$369K +13,886 New
USCWA
535
U.S. Capital Wealth Advisors
Texas
$367K +$10.8K +406 +3%
MCM
536
Mengis Capital Management
Oregon
$367K -$20.9K -787 -5%
UAG
537
United Advisor Group
Ohio
$367K +$41.4K +1,559 +13%
MLA
538
My Legacy Advisors
Oregon
$365K -$2.18K -82 -0.6%
TVM
539
True Vision MN
Minnesota
$364K +$691 +26 +0.2%
CIBC Private Wealth Group
540
CIBC Private Wealth Group
Georgia
$363K -$1.77K -75 -0.5%
IAIM
541
International Assets Investment Management
Florida
$361K +$53 +2 +0%
AI
542
Atria Investments
North Carolina
$360K -$20.3K -762 -5%
ABC
543
Associated Banc-Corp
Wisconsin
$357K -$266 -10 -0.1%
PIMG
544
Patriot Investment Management Group
Tennessee
$357K – – –
TC
545
Tenret Company
Florida
$355K – – –
CTA
546
Chesley Taft & Associates
Illinois
$354K +$354K +13,330 New
VDI
547
Vaughan David Investments
Illinois
$354K +$354K +13,314 New
GLA
548
Good Life Advisors
Pennsylvania
$353K +$3.51K +132 +1%
WP
549
Westmount Partners
California
$353K – – –
DWM
550
DecisionMap Wealth Management
Virginia
$352K -$11K -412 -3%
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