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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 %
FFA
576
Fi3 Financial Advisors
Indiana
$362K – – –
ML
577
Mayport LLC
Massachusetts
$360K – – –
IFPL
578
Investments & Financial Planning LLC
Kentucky
$360K +$664 +24 +0.2%
HIIFS
579
Harel Insurance Investments & Financial Services
Israel
$360K +$194K +7,000 +117%
Brown Advisory
580
Brown Advisory
Maryland
$358K +$77.1K +2,787 +27%
MCM
581
Mengis Capital Management
Oregon
$356K -$26K -941 -7%
GCM
582
G2 Capital Management
Ohio
$355K – – –
SWA
583
Sterling Wealth Advisors
Florida
$355K – – –
CHA
584
Cooper/Haims Advisors
New York
$354K +$2.77K +100 +0.8%
IAA
585
Independent Advisor Alliance
North Carolina
$353K – – –
PAYA
586
Phil A. Younker & Associates
Alaska
$350K +$18.3K +660 +6%
MAM
587
Marotta Asset Management
Virginia
$350K +$197K +7,103 +128%
MCP
588
Mirador Capital Partners
California
$348K -$11.5K -414 -3%
Qube Research & Technologies (QRT)
589
Qube Research & Technologies (QRT)
United Kingdom
$347K +$335K +12,096 +2,712%
ACA
590
Aptus Capital Advisors
Alabama
$347K +$9.16K +331 +3%
CD
591
Chapin Davis
Maryland
$346K +$40.1K +1,448 +13%
VCA
592
Verdence Capital Advisors
Maryland
$345K +$1.41K +51 +0.4%
HWA
593
HHM Wealth Advisors
Tennessee
$344K -$12.7K -459 -4%
RFA
594
Resurgent Financial Advisors
Georgia
$344K -$12.4K -447 -3%
AAM
595
Austin Asset Management
Texas
$344K -$9.13K -330 -3%
BIA
596
Bell Investment Advisors
California
$342K – – –
AIA
597
Accelerate Investment Advisors
California
$340K +$2.24K +81 +0.7%
HC
598
Hurley Capital
New York
$337K -$4.9K -177 -1%
AIA
599
Allied Investment Advisors
Montana
$337K – – –
SPA
600
Sentinel Pension Advisors
Massachusetts
$337K +$60.4K +2,184 +22%
22 23
24
25 26