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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 %
AWM
651
Aprio Wealth Management
Georgia
$225K +$1.22K +46 +0.5%
OAM
652
Oppenheimer Asset Management
New York
$223K – – –
Empower Advisory Group
653
Empower Advisory Group
Colorado
$223K -$180K -6,780 -45%
ZIC
654
ZWJ Investment Counsel
Georgia
$222K – – –
TSS
655
Two Sigma Securities
New York
$221K +$221K +8,331 New
WHCFA
656
William Howard & Co Financial Advisors
Tennessee
$221K +$1.2K +45 +0.5%
LFS
657
Lutz Financial Services
Nebraska
$220K – – –
FWM
658
Focused Wealth Management
New York
$218K -$5.37K -202 -2%
CA
659
CWC Advisors
Oregon
$218K – – –
CIA
660
Capital Investment Advisors
Georgia
$218K – – –
SIC
661
Salem Investment Counselors
North Carolina
$217K – – –
AIM
662
Anchor Investment Management
South Carolina
$216K -$1.28K -48 -0.6%
AG
663
Advocate Group
Minnesota
$215K – – –
RWM
664
Ritholtz Wealth Management
New York
$214K +$214K +8,052 New
RWM
665
Rialto Wealth Management
New York
$213K – – –
AP
666
Appleton Partners
Massachusetts
$211K +$211K +7,920 New
CGFA
667
Colton Groome Financial Advisors
North Carolina
$210K -$83.2K -3,225 -28%
CPA
668
Capital Performance Advisors
California
$210K +$210K +7,895 New
LSL
669
Legacy Solutions LLC
Pennsylvania
$209K +$1.12K +42 +0.5%
CAM
670
Clark Asset Management
New Hampshire
$209K – – –
FMWA
671
Forvis Mazars Wealth Advisors
Missouri
$209K +$209K +7,857 New
HIP
672
HUB Investment Partners
Texas
$209K +$209K +7,854 New
DWM
673
Destination Wealth Management
California
$209K +$209K +7,850 New
GSC
674
G&S Capital
Colorado
$208K +$208K +7,822 New
KMWM
675
Keudell/Morrison Wealth Management
Oregon
$207K – – –
25 26
27
28 29