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SCHV

Schwab US Large-Cap Value ETF
SCHV

844 hedge funds and large institutions have $8.88B invested in Schwab US Large-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 324 increasing their positions, 284 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 41

14% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 284

3% more funds holding in top 10

Funds holding in top 10: 75 → 77 (+2)

2% more funds holding

Funds holding: 824 → 844 (+20)

1.53% more ownership

Funds ownership: 73.27% → 74.8% (+1.5%)

10% less capital invested

Capital invested by funds: $9.88B → $8.88B (-$1B)

Holders
844
Holders Change
+20
Holders Change %
+2.43%
% of All Funds
11.32%
Holding in Top 10
77
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.67%
% of All Funds
1.03%
New
77
Increased
324
Reduced
284
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SEI Investments
SEI Investments
Pennsylvania
+$46.4M
2
GWM
Geneos Wealth Management
Colorado
+$30.3M
3
WIA
World Investment Advisors
California
+$28.2M
4
MG
Mather Group
Illinois
+$27.5M
5
TFA
Teamwork Financial Advisors
Texas
+$18.3M

Top Sellers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
-$56.6M
2
Goldman Sachs
Goldman Sachs
New York
-$19.4M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$17.2M
4
SWM
Stark Wealth Management
Pennsylvania
-$16.2M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$11.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SNBOSD
651
Security National Bank of So Dak
Iowa
$235K -$886 -33 -0.4%
SIA
652
SGL Investment Advisors
Montana
$235K +$241K +8,977 New
CWP
653
Clark Wealth Partners
Illinois
$233K +$1.02K +38 +0.4%
GI
654
GAMMA Investing
California
$232K -$403 -15 -0.2%
GI
655
GS Investments
Minnesota
$232K -$1.34K -50 -0.6%
KPWG
656
KFA Private Wealth Group
Virginia
$230K – – –
TWM
657
TCFG Wealth Management
California
$230K – – –
AWM
658
Accel Wealth Management
Iowa
$229K +$232K +8,630 New
DT
659
Diversified Trust
Tennessee
$229K -$9.29K -346 -4%
AC
660
Apella Capital
Connecticut
$227K – – –
MC
661
Matisse Capital
Oregon
$226K – – –
CIC
662
Cutler Investment Counsel
Oregon
$226K +$228K +8,502 New
AWM
663
Aprio Wealth Management
Georgia
$225K +$1.24K +46 +0.5%
OAM
664
Oppenheimer Asset Management
New York
$223K – – –
Empower Advisory Group
665
Empower Advisory Group
Colorado
$223K -$182K -6,780 -45%
ZIC
666
ZWJ Investment Counsel
Georgia
$222K – – –
TSS
667
Two Sigma Securities
New York
$221K +$224K +8,331 New
WHCFA
668
William Howard & Co Financial Advisors
Tennessee
$221K +$1.21K +45 +0.5%
LFS
669
Lutz Financial Services
Nebraska
$220K – – –
FWM
670
Focused Wealth Management
New York
$218K -$5.42K -202 -2%
CA
671
CWC Advisors
Oregon
$218K – – –
CIA
672
Capital Investment Advisors
Georgia
$218K – – –
SIC
673
Salem Investment Counselors
North Carolina
$217K – – –
AIM
674
Anchor Investment Management
South Carolina
$216K -$1.29K -48 -0.6%
AG
675
Advocate Group
Minnesota
$215K – – –
25 26
27
28 29

SCHV Hedge Fund Activity: Q1 2025 in Review

844 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q1 2025, worth a combined $8.88B — down 10% from $9.88B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SCHV positions and 41 closed out — a net gain of 36 holders — while 324 added to existing stakes and 284 trimmed.

The largest buyer was SEI Investments, adding an estimated $46.4M. The largest seller was Financial Engines Advisors, cutting an estimated $56.6M.

  • 844 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q1 2025, up from 824 in Q4 2024.
  • Funds reported $8.88B of Schwab US Large-Cap Value ETF stock for Q1 2025, down 10% quarter-over-quarter.
  • 77 funds opened new Schwab US Large-Cap Value ETF positions in Q1 2025 and 41 closed out, a net change of +36 holders.
  • The largest Schwab US Large-Cap Value ETF buyer in Q1 2025 was SEI Investments, an estimated $46.4M added.
  • The largest Schwab US Large-Cap Value ETF seller in Q1 2025 was Financial Engines Advisors, an estimated $56.6M sold.

Based on aggregated 13F filings for Q1 2025.