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 %
EL
676
Essex LLC
Illinois
$205K -$14.9K -560 -7%
AP
677
Adero Partners
California
$205K – – –
AC
678
AlphaCore Capital
California
$205K +$9.65K +363 +5%
CIAS
679
CFS Investment Advisory Services
New Jersey
$204K +$204K +7,677 New
JIC
680
Joel Isaacson & Co
New York
$204K +$204K +7,658 New
WF
681
WinCap Financial
Massachusetts
$203K +$203K +7,621 New
GBWM
682
Granite Bay Wealth Management
New Hampshire
$202K +$202K +7,599 New
STFP
683
Signal Tree Financial Partners
Ohio
$202K +$202K +7,593 New
PPWM
684
Perissos Private Wealth Management
Oklahoma
$201K +$201K +7,577 New
GA
685
GoalVest Advisory
New York
$183K – – –
FVIM
686
Fort Vancouver Investment Management
Washington
$179K +$1.12K +42 +0.6%
SIS
687
Strategic Investment Solutions
Illinois
$171K -$19.8K -744 -10%
CCM
688
Chilton Capital Management
Texas
$170K – – –
WPA
689
West Paces Advisors
Georgia
$167K – – –
WF
690
Wayfinding Financial
Washington
$163K +$163K +6,162 New
HIIFS
691
Harel Insurance Investments & Financial Services
Israel
$159K +$159K +6,000 New
Russell Investments Group
692
Russell Investments Group
United Kingdom
$158K +$45.3K +1,703 +40%
AIA
693
Arcadia Investment Advisors
Idaho
$141K – – –
CAM
694
Costello Asset Management
Pennsylvania
$139K +$139K +5,243 New
BlackRock
695
BlackRock
New York
$139K -$3.22K -121 -2%
MIA
696
MeadowBrook Investment Advisors
Michigan
$135K – – –
CA
697
CoreCap Advisors
Michigan
$133K +$44.2K +1,664 +50%
HFS
698
Hantz Financial Services
Michigan
$121K +$121K +4,569 New
MTIC
699
Missouri Trust & Investment Company
Missouri
$119K -$15.9K -600 -12%
SRCM
700
Signature Resources Capital Management
California
$117K +$27 +1 +0%
26 27
28
29 30