SCHV icon

Schwab US Large-Cap Value ETF

830 hedge funds and large institutions have $8.86B 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, 280 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
74
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
626
Aspen Investment Management
Michigan
$261K
HIF
627
Hill Island Financial
Michigan
$261K
FWM
628
Forza Wealth Management
Florida
$260K
B
629
Bensler
Washington
$259K
MFC
630
Morris Financial Concepts
South Carolina
$256K
PS
631
Principal Securities
Iowa
$252K
MWM
632
Mission Wealth Management
California
$252K
BA
633
Bellwether Advisors
Nebraska
$252K
CRC
634
Curi RMB Capital
Illinois
$249K
HBW
635
Hazlett, Burt & Watson
West Virginia
$248K
OCPWS
636
One Charles Private Wealth Services
Massachusetts
$246K
RWM
637
RBA Wealth Management
California
$246K
BMO
638
Beck Mack & Oliver
New York
$243K
IWP
639
IAG Wealth Partners
Wisconsin
$239K
SP
640
Stonebrook Private
Michigan
$236K
SNBOSD
641
Security National Bank of So Dak
Iowa
$235K
SIA
642
SGL Investment Advisors
Montana
$235K
GI
643
GAMMA Investing
California
$232K
GI
644
GS Investments
Minnesota
$232K
KPWG
645
KFA Private Wealth Group
Virginia
$230K
TWM
646
TCFG Wealth Management
California
$230K
AWM
647
Accel Wealth Management
Iowa
$229K
DT
648
Diversified Trust
Tennessee
$229K
AC
649
Apella Capital
Connecticut
$227K
MC
650
Matisse Capital
Oregon
$226K