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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

859 hedge funds and large institutions have $9.37B invested in Schwab US Large-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 330 increasing their positions, 266 reducing their positions, and 45 closing their positions.

Holders
859
Holders Change
+32
Holders Change %
+3.87%
% of All Funds
11.53%
Holding in Top 10
75
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.35%
% of All Funds
1.01%
New
90
Increased
330
Reduced
266
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$1.19B
2
ETC
2
Exchange Traded Concepts
Oklahoma
$30.1M
3
MT
3
Midwest Trust
Kansas
$26.2M
4
MGIA
4
Moneta Group Investment Advisors
Missouri
$126M
5
MFG
5
Merit Financial Group
Georgia
$23.6M

Top Sellers

1
WIA
1
World Investment Advisors
California
$3.8M
2
FCI
2
Financial Counselors Inc
Kansas
$20.8M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$22.2M
4
GWM
4
Geneos Wealth Management
Colorado
$15.9M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$1.46B
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
51
Teamwork Financial Advisors
Texas
$27.7M 999,701 +319,430 +47%
Cerity Partners
52
Cerity Partners
New York
$27.6M 995,771 +280,257 +39%
GIA
53
GHP Investment Advisors
Colorado
$27.3M 985,530 +12,158 +1%
MCM
54
MAI Capital Management
Ohio
$27M 976,343 -228 -0%
MT
55
Midwest Trust
Kansas
$26.2M 945,455 +945,455 New
TWM
56
Tradition Wealth Management
Minnesota
$26.1M 943,657 +9,104 +1%
FAN
57
Financial Advisors Network
California
$25.3M 915,554 +46,399 +5%
MFG
58
Merit Financial Group
Georgia
$23.6M 851,158 +479,673 +129%
AIA
59
Ally Invest Advisors
North Carolina
$23.3M 842,086 +32,300 +4%
MML Investors Services
60
MML Investors Services
Massachusetts
$23M 832,273 +35,793 +4%
FFN
61
Focus Financial Network
Minnesota
$22.9M 827,972 -191,926 -19%
PCIA
62
Prime Capital Investment Advisors
Kansas
$22.2M 802,341 -760,667 -49%
PA
63
Persium Advisors
Georgia
$21.7M 785,894 +36,035 +5%
SFG
64
Sage Financial Group
Pennsylvania
$21.5M 775,264 -8,830 -1%
Creative Planning
65
Creative Planning
Kansas
$21.4M 772,113 +11,444 +2%
CCWA
66
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21.1M 761,893 -12,356 -2%
FCI
67
Financial Counselors Inc
Kansas
$20.8M 749,981 -869,128 -54%
NFW
68
Noble Family Wealth
Florida
$20M 723,329 +52,009 +8%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$19.5M 704,545 +44,742 +7%
KAS
70
Kestra Advisory Services
Texas
$19.4M 700,914 +169,775 +32%
MWP
71
Meriwether Wealth & Planning
Louisiana
$19.2M 695,293 +27,291 +4%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$19.2M 693,618 +107,088 +18%
EFG
73
Ethos Financial Group
Pennsylvania
$18.5M 669,217 +82,907 +14%
Focus Partners Wealth
74
Focus Partners Wealth
Massachusetts
$18.5M 667,556 +285,495 +75%
DP
75
Denver PWM
Colorado
$18.3M 661,712 +22,607 +4%
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3
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