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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 %
AIM
651
Aspen Investment Management
Michigan
$260K -$12.3K -442 -5%
MFC
652
Morris Financial Concepts
South Carolina
$260K -$6.36K -230 -2%
TPBG
653
Turning Point Benefit Group
Maryland
$260K +$260K +9,369 New
CRC
654
Curi RMB Capital
Illinois
$259K – – –
JIC
655
Joel Isaacson & Co
New York
$259K +$46.7K +1,686 +22%
HBW
656
Hazlett, Burt & Watson
West Virginia
$258K – – –
MLA
657
My Legacy Advisors
Oregon
$257K -$131K -4,628 -34%
RWM
658
RBA Wealth Management
California
$257K +$941 +34 +0.4%
OCPWS
659
One Charles Private Wealth Services
Massachusetts
$256K – – –
AWM
660
Aprio Wealth Management
Georgia
$256K +$21.8K +787 +9%
BMO
661
Beck Mack & Oliver
New York
$253K – – –
AC
662
Apella Capital
Connecticut
$252K – – –
AWA
663
Acorn Wealth Advisors
Michigan
$250K -$48.7K -1,761 -16%
HIF
664
Hill Island Financial
Michigan
$249K -$22.1K -800 -8%
IWP
665
IAG Wealth Partners
Wisconsin
$249K – – –
GWMR
666
GC Wealth Management RIA
Massachusetts
$246K -$65.2K -2,357 -21%
SP
667
Stonebrook Private
Michigan
$245K – – –
SNBOSD
668
Security National Bank of So Dak
Iowa
$245K – – –
FWS
669
FinDec Wealth Services
California
$245K -$64.4K -2,328 -21%
IA
670
IFG Advisory
Georgia
$244K +$244K +8,827 New
LWL
671
Leo Wealth LLC
Texas
$241K +$241K +8,692 New
SPC
672
Sigma Planning Corp
Michigan
$240K +$240K +8,679 New
KPWG
673
KFA Private Wealth Group
Virginia
$240K – – –
TWM
674
TCFG Wealth Management
California
$239K – – –
DT
675
Diversified Trust
Tennessee
$239K +$1.11K +40 +0.5%
25 26
27
28 29