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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 %
SB
551
Strategic Blueprint
Georgia
$404K -$62.3K -2,251 -13%
HI
552
Harbour Investments
Wisconsin
$404K +$85.6K +3,092 +27%
CFG
553
Certior Financial Group
Pennsylvania
$400K +$719 +26 +0.2%
SWM
554
Schwallier Wealth Management
Michigan
$397K +$1.8K +65 +0.5%
BWM
555
Brickley Wealth Management
California
$390K +$37.4K +1,353 +11%
BMCM
556
Bryn Mawr Capital Management
Pennsylvania
$390K -$12.5K -450 -3%
SC
557
Schoolcraft Capital
Colorado
$388K -$17.2K -620 -4%
TLA
558
Tanglewood Legacy Advisors
Texas
$386K – – –
FCA
559
FLC Capital Advisors
California
$385K +$385K +13,907 New
Legacy Financial Group (Iowa)
560
Legacy Financial Group (Iowa)
Iowa
$383K -$4.07K -147 -1%
USCWA
561
U.S. Capital Wealth Advisors
Texas
$383K +$83 +3 +0%
TVM
562
True Vision MN
Minnesota
$378K -$830 -30 -0.2%
IAIM
563
International Assets Investment Management
Florida
$376K +$83 +3 +0%
LF
564
LifeSteps Financial
California
$375K -$22.3K -805 -6%
MA
565
MONECO Advisors
Connecticut
$375K -$11.4K -411 -3%
ABC
566
Associated Banc-Corp
Wisconsin
$372K – – –
PIMG
567
Patriot Investment Management Group
Tennessee
$372K +$332 +12 +0.1%
TC
568
Tenret Company
Florida
$369K – – –
VDI
569
Vaughan David Investments
Illinois
$369K +$664 +24 +0.2%
WP
570
Westmount Partners
California
$367K – – –
DWM
571
DecisionMap Wealth Management
Virginia
$366K – – –
GWA
572
Geometric Wealth Advisors
District of Columbia
$366K +$1.05K +38 +0.3%
MWP
573
Meredith Wealth Planning
Illinois
$366K +$366K +13,224 New
FA
574
FF Advisors
California
$364K – – –
APW
575
Aurora Private Wealth
New Jersey
$363K +$363K +13,111 New
21 22
23
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