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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 %
TCM
701
TD Capital Management
Tennessee
$116K +$638 +24 +0.6%
VWA
702
VSM Wealth Advisory
Maryland
$113K +$50.6K +1,904 +81%
RF
703
Robbins Farley
New Hampshire
$112K +$4.6K +173 +4%
SA
704
SRH Advisors
Kansas
$110K – – –
PB
705
Pinnacle Bancorp
Nebraska
$110K -$9.17K -345 -8%
KSB
706
Kennebec Savings Bank
Maine
$109K +$2.21K +83 +2%
PIP
707
Peachtree Investment Partners
Florida
$103K +$23.7K +891 +30%
VNA
708
Valley National Advisers
Pennsylvania
$102K +$46.8K +1,774 +85%
NP
709
NorthRock Partners
Minnesota
$99K +$532 +20 +0.5%
CFB
710
Cullen/Frost Bankers
Texas
$97.5K +$505 +19 +0.5%
HR
711
Howe & Rusling
New York
$90.8K -$5.56K -209 -6%
EK
712
Evensky & Katz
Florida
$85K -$10.3K -387 -11%
CBT
713
Crews Bank & Trust
Florida
$84.7K – – –
MHR
714
Matthew Hamilton Rosenberg
$79.7K – – –
SO
715
Sierra Ocean
California
$79.7K – – –
CNBTD
716
Citizens National Bank Trust Department
Mississippi
$78.8K -$16.9K -635 -18%
PTC
717
Private Trust Company
Ohio
$74.1K +$73.9K +2,779 +30,878%
AA
718
Ancora Advisors
Ohio
$73.6K – – –
CCM
719
Coldstream Capital Management
Washington
$72.1K +$72.1K +2,712 New
KA
720
Kozak & Associates
Colorado
$71.5K +$377 +15 +0.5%
HWM
721
Horizons Wealth Management
North Carolina
$62.6K +$62.6K +2,356 New
CA
722
Continuum Advisory
Idaho
$61.2K -$116K -4,377 -66%
HFS
723
Horizon Financial Services
North Carolina
$59.6K – – –
HDIM
724
Hanson & Doremus Investment Management
Vermont
$58K +$10.9K +408 +23%
BFP
725
Briaud Financial Planning
Texas
$56K +$14.7K +555 +36%
27 28
29
30 31