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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 %
MAMG
626
Milestone Asset Management Group
Connecticut
$290K +$1.25K +45 +0.4%
GAA
627
Guardian Asset Advisors
Pennsylvania
$289K -$8.3K -299 -3%
FRA
628
Front Row Advisors
California
$288K -$22.4K -811 -7%
HCP
629
Hardin Capital Partners
South Carolina
$283K – – –
HCM
630
Hengehold Capital Management
Ohio
$282K -$119K -4,318 -30%
CW
631
Code Waechter
Florida
$281K – – –
APG
632
Abacus Planning Group
South Carolina
$278K -$2.77K -100 -1%
FCH
633
Freestone Capital Holdings
Washington
$278K – – –
AWM
634
Accel Wealth Management
Iowa
$278K +$38.8K +1,401 +16%
CIA
635
Capital Investment Advisors
Georgia
$277K +$50.6K +1,830 +22%
WW
636
Waterfront Wealth
Kansas
$277K -$4.57K -165 -2%
Natixis Advisors
637
Natixis Advisors
Massachusetts
$277K -$463K -16,724 -63%
HWA
638
Hillcrest Wealth Advisors
New Jersey
$277K – – –
SC
639
Shearwater Capital
Colorado
$276K – – –
JWA
640
JFS Wealth Advisors
Pennsylvania
$276K +$941 +34 +0.3%
PFBT
641
Parkside Financial Bank & Trust
Missouri
$274K -$2.41K -87 -0.9%
GWM
642
Gibbs Wealth Management
Georgia
$273K +$273K +9,871 New
DFA
643
DHJJ Financial Advisors
Illinois
$273K -$7.11K -257 -3%
PS
644
Principal Securities
Iowa
$272K +$3.99K +144 +1%
FWM
645
Forza Wealth Management
Florida
$270K – – –
B
646
Bensler
Washington
$270K +$277 +10 +0.1%
CIC
647
Cutler Investment Counsel
Oregon
$269K +$34.1K +1,231 +14%
AIM
648
Acropolis Investment Management
Missouri
$268K -$62.3K -2,250 -19%
NCFG
649
New Century Financial Group
New Jersey
$266K -$17.1K -619 -6%
BA
650
Bellwether Advisors
Nebraska
$262K – – –
24 25
26
27 28