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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 %
FA
576
FSA Advisors
Michigan
$318K -$771 -29 -0.2%
AIM
577
Acropolis Investment Management
Missouri
$317K – – –
LA
578
LWM Advisors
California
$315K +$315K +12,010 New
CA
579
Cambridge Advisors
Nebraska
$314K +$213 +8 +0.1%
AWM
580
Accurate Wealth Management
Florida
$314K -$174 -7 -0.1%
CL
581
Choreo LLC
Illinois
$312K +$186 +7 +0.1%
HI
582
Harbour Investments
Wisconsin
$306K +$28.1K +1,056 +10%
PWMG
583
Prestige Wealth Management Group
New Jersey
$305K – – –
KA
584
Klingman & Associates
New York
$304K – – –
AIA
585
AIMZ Investment Advisors
California
$303K – – –
QHA
586
Quarry Hill Advisors
Minnesota
$301K +$1.75K +66 +0.6%
FWTB
587
First Western Trust Bank
Colorado
$300K – – –
EAM
588
Evanson Asset Management
California
$300K -$6.78K -255 -2%
TWM
589
TriaGen Wealth Management
California
$300K -$718 -27 -0.2%
GWMR
590
GC Wealth Management RIA
Massachusetts
$299K – – –
FRA
591
Front Row Advisors
California
$298K +$48.9K +1,840 +20%
FWS
592
FinDec Wealth Services
California
$297K -$240K -9,026 -45%
TGAM
593
TBH Global Asset Management
Tennessee
$294K – – –
TI
594
Truepoint Inc
Ohio
$294K -$13.2K -496 -4%
CD
595
Chapin Davis
Maryland
$294K +$195K +7,346 +198%
SIA
596
SeaBridge Investment Advisors
New Jersey
$293K – – –
VCP
597
Vista Capital Partners
Oregon
$292K -$31.2K -1,174 -10%
Citigroup
598
Citigroup
New York
$291K -$64.2K -2,414 -18%
AWA
599
Acorn Wealth Advisors
Michigan
$287K -$28.4K -1,070 -9%
FSWA
600
Financial Synergies Wealth Advisors
Texas
$283K +$283K +10,659 New
22 23
24
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