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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 %
CFO
701
Collective Family Office
Pennsylvania
$216K +$216K +7,813 New
KMWM
702
Keudell/Morrison Wealth Management
Oregon
$216K +$55 +2 +0%
CB
703
Commerce Bank
Missouri
$216K +$216K +7,792 New
HIP
704
HUB Investment Partners
Texas
$215K -$2.08K -75 -1%
CCAL
705
City Center Advisors LLC
Michigan
$214K -$79.2K -2,864 -27%
AFAS
706
Acorn Financial Advisory Services
Virginia
$214K +$214K +7,742 New
EL
707
Essex LLC
Illinois
$213K – – –
CIAS
708
CFS Investment Advisory Services
New Jersey
$212K – – –
GBWM
709
Granite Bay Wealth Management
New Hampshire
$211K +$1.11K +40 +0.5%
PPWM
710
Perissos Private Wealth Management
Oklahoma
$210K +$692 +25 +0.3%
STFP
711
Signal Tree Financial Partners
Ohio
$210K – – –
LC
712
Landaas & Company
Wisconsin
$210K +$210K +7,600 New
BI
713
Bradyco Inc
Massachusetts
$209K +$209K +7,539 New
AOWM
714
Alpha Omega Wealth Management
Virginia
$209K +$209K +7,536 New
VA
715
Valmark Advisers
Ohio
$208K +$208K +7,533 New
CGFA
716
Colton Groome Financial Advisors
North Carolina
$208K -$17.3K -625 -8%
GI
717
GS Investments
Minnesota
$208K -$33.6K -1,214 -14%
TWA
718
TCI Wealth Advisors
Arizona
$206K +$206K +7,446 New
SFG
719
Synergy Financial Group
California
$205K +$205K +7,416 New
WI
720
Wedgewood Investors
Pennsylvania
$204K +$204K +7,389 New
AA
721
Advisory Alpha
Michigan
$204K +$204K +7,387 New
PIA
722
Pinion Investment Advisors
Kansas
$202K +$202K +7,316 New
GI
723
Gradient Investments
Minnesota
$201K +$201K +7,282 New
FCM
724
Firestone Capital Management
Florida
$201K +$201K +7,276 New
WS
725
Wedbush Securities
California
$201K +$201K +7,256 New
27 28
29
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