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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 %
Vanguard Group
676
Vanguard Group
Pennsylvania
$239K +$239K +8,633 New
KIA
677
KCM Investment Advisors
California
$238K +$238K +8,602 New
BLFG
678
Brian Low Financial Group
Louisiana
$236K +$236K +8,530 New
MC
679
Matisse Capital
Oregon
$235K – – –
OAM
680
Oppenheimer Asset Management
New York
$232K – – –
QCM
681
QRG Capital Management
Illinois
$232K +$232K +8,379 New
WHCFA
682
William Howard & Co Financial Advisors
Tennessee
$231K +$1.19K +43 +0.5%
ZIC
683
ZWJ Investment Counsel
Georgia
$231K -$28 -1 -0%
LFS
684
Lutz Financial Services
Nebraska
$229K – – –
FWM
685
Focused Wealth Management
New York
$228K +$1.19K +43 +0.5%
WG
686
Wealth Group
North Carolina
$228K -$1.12M -40,697 -83%
CA
687
CWC Advisors
Oregon
$227K – – –
HAP
688
Harbor Asset Planning
Massachusetts
$226K +$226K +8,175 New
PWM
689
Penobscot Wealth Management
Maine
$225K +$225K +8,144 New
AIM
690
Anchor Investment Management
South Carolina
$225K +$166 +6 +0.1%
SIC
691
Salem Investment Counselors
North Carolina
$225K -$1.38K -50 -0.6%
AG
692
Advocate Group
Minnesota
$224K – – –
AC
693
AlphaCore Capital
California
$223K +$9.55K +345 +4%
RWM
694
Rialto Wealth Management
New York
$222K – – –
PWPS
695
Pinnacle Wealth Planning Services
Ohio
$222K +$222K +8,025 New
GLA
696
Good Life Advisors
Pennsylvania
$221K -$147K -5,303 -40%
LSL
697
Legacy Solutions LLC
Pennsylvania
$219K +$1.16K +42 +0.5%
FG
698
Foster Group
Iowa
$218K +$218K +7,890 New
CAM
699
Clark Asset Management
New Hampshire
$218K -$55 -2 -0%
GSC
700
G&S Capital
Colorado
$217K +$470 +17 +0.2%
26 27
28
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