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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
RWM
676
Ritholtz Wealth Management
New York
$214K +$216K +8,052 New
RWM
677
Rialto Wealth Management
New York
$213K – – –
AP
678
Appleton Partners
Massachusetts
$211K +$213K +7,920 New
CGFA
679
Colton Groome Financial Advisors
North Carolina
$210K -$86.6K -3,225 -28%
CPA
680
Capital Performance Advisors
California
$210K +$212K +7,895 New
LSL
681
Legacy Solutions LLC
Pennsylvania
$209K +$1.13K +42 +0.5%
CAM
682
Clark Asset Management
New Hampshire
$209K – – –
FMWA
683
Forvis Mazars Wealth Advisors
Missouri
$209K +$211K +7,857 New
HIP
684
HUB Investment Partners
Texas
$209K +$211K +7,854 New
DWM
685
Destination Wealth Management
California
$209K +$211K +7,850 New
GSC
686
G&S Capital
Colorado
$208K +$210K +7,822 New
KMWM
687
Keudell/Morrison Wealth Management
Oregon
$207K – – –
EL
688
Essex LLC
Illinois
$205K -$15K -560 -7%
AP
689
Adero Partners
California
$205K – – –
AC
690
AlphaCore Capital
California
$205K +$9.74K +363 +5%
CIAS
691
CFS Investment Advisory Services
New Jersey
$204K +$206K +7,677 New
JIC
692
Joel Isaacson & Co
New York
$204K +$206K +7,658 New
WF
693
WinCap Financial
Massachusetts
$203K +$205K +7,621 New
GBWM
694
Granite Bay Wealth Management
New Hampshire
$202K +$204K +7,599 New
STFP
695
Signal Tree Financial Partners
Ohio
$202K +$204K +7,593 New
PPWM
696
Perissos Private Wealth Management
Oklahoma
$201K +$203K +7,577 New
GA
697
GoalVest Advisory
New York
$183K – – –
FVIM
698
Fort Vancouver Investment Management
Washington
$179K +$1.13K +42 +0.6%
MWA
699
Medallion Wealth Advisors
Connecticut
$179K +$17.6K +654 +11%
SIS
700
Strategic Investment Solutions
Illinois
$171K -$20K -744 -10%
26 27
28
29 30

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.