SCHV icon

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 %
HIF
626
Hill Island Financial
Michigan
$261K -$1.86M -69,888 -88%
FWM
627
Forza Wealth Management
Florida
$260K – – –
B
628
Bensler
Washington
$259K +$266 +10 +0.1%
MFC
629
Morris Financial Concepts
South Carolina
$256K -$4.94K -186 -2%
PS
630
Principal Securities
Iowa
$252K – – –
MWM
631
Mission Wealth Management
California
$252K – – –
BA
632
Bellwether Advisors
Nebraska
$252K – – –
CRC
633
Curi RMB Capital
Illinois
$249K – – –
HBW
634
Hazlett, Burt & Watson
West Virginia
$248K – – –
OCPWS
635
One Charles Private Wealth Services
Massachusetts
$246K – – –
RWM
636
RBA Wealth Management
California
$246K -$80 -3 -0%
BMO
637
Beck Mack & Oliver
New York
$243K – – –
IWP
638
IAG Wealth Partners
Wisconsin
$239K -$15.2K -570 -6%
SP
639
Stonebrook Private
Michigan
$236K – – –
SNBOSD
640
Security National Bank of So Dak
Iowa
$235K -$877 -33 -0.4%
SIA
641
SGL Investment Advisors
Montana
$235K +$235K +8,977 New
GI
642
GAMMA Investing
California
$232K -$399 -15 -0.2%
GI
643
GS Investments
Minnesota
$232K -$1.33K -50 -0.6%
KPWG
644
KFA Private Wealth Group
Virginia
$230K – – –
TWM
645
TCFG Wealth Management
California
$230K – – –
AWM
646
Accel Wealth Management
Iowa
$229K +$229K +8,630 New
DT
647
Diversified Trust
Tennessee
$229K -$9.2K -346 -4%
AC
648
Apella Capital
Connecticut
$227K – – –
MC
649
Matisse Capital
Oregon
$226K – – –
CIC
650
Cutler Investment Counsel
Oregon
$226K +$226K +8,502 New
24 25
26
27 28