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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 %
Wells Fargo
51
Wells Fargo
California
$27.3M -$155K -5,842 -0.6%
FFN
52
Focus Financial Network
Minnesota
$27.1M -$297K -11,159 -1%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$27.1M -$1.03M -38,746 -4%
BPA
54
Beacon Pointe Advisors
California
$26M +$261K +9,802 +1%
MCM
55
MAI Capital Management
Ohio
$26M +$295K +11,087 +1%
GIA
56
GHP Investment Advisors
Colorado
$25.9M +$308K +11,577 +1%
TWM
57
Tradition Wealth Management
Minnesota
$24.8M +$307K +11,550 +1%
FAN
58
Financial Advisors Network
California
$23.1M +$788K +29,639 +4%
AIA
59
Ally Invest Advisors
North Carolina
$21.5M +$1.83M +68,743 +9%
MML Investors Services
60
MML Investors Services
Massachusetts
$21.2M +$3.22M +121,141 +18%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$20.8M +$1.57M +59,190 +8%
SFG
62
Sage Financial Group
Pennsylvania
$20.8M -$265K -9,961 -1%
CCWA
63
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.6M -$3.17M -119,417 -13%
Creative Planning
64
Creative Planning
Kansas
$20.2M +$198K +7,449 +1%
PA
65
Persium Advisors
Georgia
$19.9M +$509K +19,147 +3%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$19.1M -$12M -434,611 -39%
Cerity Partners
67
Cerity Partners
New York
$19M -$21.6K -813 -0.1%
SFA
68
Seneca Financial Advisors
New York
$18.3M +$970K +36,509 +6%
TFA
69
Teamwork Financial Advisors
Texas
$18.1M +$18.1M +680,271 New
NFW
70
Noble Family Wealth
Florida
$17.8M -$521K -19,601 -3%
MWP
71
Meriwether Wealth & Planning
Louisiana
$17.8M +$3.14M +118,031 +21%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$17.5M -$2.01M -75,656 -10%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$17.3M +$17.3M +650,575 New
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$17.3M -$645K -24,274 -4%
JC
75
JBGlobal.com
New York
$17.1M -$1.02M -38,341 -6%
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