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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 %
CTA
601
Chesley Taft & Associates
Illinois
$336K -$33.2K -1,200 -9%
AIM
602
AHL Investment Management
Florida
$335K – – –
EPM
603
Elm Partners Management
Pennsylvania
$335K – – –
Citigroup
604
Citigroup
New York
$335K +$32.1K +1,161 +11%
LA
605
LWM Advisors
California
$333K +$194 +7 +0.1%
QHA
606
Quarry Hill Advisors
Minnesota
$328K +$15.2K +548 +5%
CA
607
Cambridge Advisors
Nebraska
$327K +$221 +8 +0.1%
AI
608
Atria Investments
North Carolina
$325K -$49.6K -1,794 -13%
RPGNY
609
Retirement Planning Group (New York)
New York
$323K +$34.3K +1,239 +12%
CF
610
Centaurus Financial
California
$319K +$28.1K +1,016 +10%
FA
611
FSA Advisors
Michigan
$318K -$13K -470 -4%
PWMG
612
Prestige Wealth Management Group
New Jersey
$317K – – –
KA
613
Klingman & Associates
New York
$317K – – –
AIA
614
AIMZ Investment Advisors
California
$315K – – –
EAM
615
Evanson Asset Management
California
$313K +$249 +9 +0.1%
FWTB
616
First Western Trust Bank
Colorado
$313K – – –
FPCP
617
Fort Point Capital Partners
California
$307K +$307K +11,103 New
SIA
618
SeaBridge Investment Advisors
New Jersey
$305K – – –
TI
619
Truepoint Inc
Ohio
$304K -$1.49K -54 -0.5%
FSWA
620
Financial Synergies Wealth Advisors
Texas
$296K +$1.08K +39 +0.4%
DI
621
Disciplined Investors
Texas
$294K +$747 +27 +0.3%
FFS
622
Founders Financial Securities
Maryland
$293K -$286K -10,329 -49%
FWI
623
Facet Wealth Inc
Maryland
$293K -$612 -22 -0.2%
PCA
624
Prosperity Capital Advisors
Ohio
$291K – – –
SIA
625
SGL Investment Advisors
Montana
$291K +$39.8K +1,426 +16%
23 24
25
26 27