SCHV icon

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 %
GWA
551
Geometric Wealth Advisors
District of Columbia
$351K +$319 +12 +0.1%
FFA
552
Fi3 Financial Advisors
Indiana
$348K – – –
ML
553
Mayport LLC
Massachusetts
$346K – – –
IFPL
554
Investments & Financial Planning LLC
Kentucky
$345K +$74.8K +2,815 +28%
MCP
555
Mirador Capital Partners
California
$345K -$13.7K -516 -4%
HWA
556
HHM Wealth Advisors
Tennessee
$343K -$16K -603 -4%
FA
557
FF Advisors
California
$343K +$67.5K +2,591 +25%
RFA
558
Resurgent Financial Advisors
Georgia
$342K -$93.3K -3,511 -21%
Fisher Asset Management
559
Fisher Asset Management
Washington
$342K +$342K +12,855 New
GCM
560
G2 Capital Management
Ohio
$341K – – –
AAM
561
Austin Asset Management
Texas
$339K – – –
BWM
562
Brickley Wealth Management
California
$339K +$44.7K +1,680 +15%
IAA
563
Independent Advisor Alliance
North Carolina
$339K -$2.67M -100,616 -89%
CHA
564
Cooper/Haims Advisors
New York
$337K +$1.57K +59 +0.5%
SWA
565
Sterling Wealth Advisors
Florida
$337K – – –
VCA
566
Verdence Capital Advisors
Maryland
$330K +$1.38K +52 +0.4%
HC
567
Hurley Capital
New York
$329K +$5.74K +216 +2%
BIA
568
Bell Investment Advisors
California
$329K – – –
ACA
569
Aptus Capital Advisors
Alabama
$324K -$149K -5,592 -31%
AIA
570
Accelerate Investment Advisors
California
$324K -$275K -10,346 -46%
AIA
571
Allied Investment Advisors
Montana
$324K +$771 +29 +0.2%
AIM
572
AHL Investment Management
Florida
$322K – – –
EPM
573
Elm Partners Management
Pennsylvania
$322K -$6.38K -240 -2%
CAI
574
Capital Advisors Inc
Oklahoma
$321K +$321K +12,069 New
PAYA
575
Phil A. Younker & Associates
Alaska
$319K – – –
21 22
23
24 25