SCHV icon

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 %
TFA
51
Teamwork Financial Advisors
Texas
$27.7M +$8.84M +319,430 +47%
Cerity Partners
52
Cerity Partners
New York
$27.6M +$7.75M +280,257 +39%
GIA
53
GHP Investment Advisors
Colorado
$27.3M +$336K +12,158 +1%
MCM
54
MAI Capital Management
Ohio
$27M -$6.31K -228 -0%
MT
55
Midwest Trust
Kansas
$26.2M +$26.2M +945,455 New
TWM
56
Tradition Wealth Management
Minnesota
$26.1M +$252K +9,104 +1%
FAN
57
Financial Advisors Network
California
$25.3M +$1.28M +46,399 +5%
MFG
58
Merit Financial Group
Georgia
$23.6M +$13.3M +479,673 +129%
AIA
59
Ally Invest Advisors
North Carolina
$23.3M +$894K +32,300 +4%
MML Investors Services
60
MML Investors Services
Massachusetts
$23M +$990K +35,793 +4%
FFN
61
Focus Financial Network
Minnesota
$22.9M -$5.31M -191,926 -19%
PCIA
62
Prime Capital Investment Advisors
Kansas
$22.2M -$21M -760,667 -49%
PA
63
Persium Advisors
Georgia
$21.7M +$997K +36,035 +5%
SFG
64
Sage Financial Group
Pennsylvania
$21.5M -$244K -8,830 -1%
Creative Planning
65
Creative Planning
Kansas
$21.4M +$317K +11,444 +2%
CCWA
66
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21.1M -$342K -12,356 -2%
FCI
67
Financial Counselors Inc
Kansas
$20.8M -$24M -869,128 -54%
NFW
68
Noble Family Wealth
Florida
$20M +$1.44M +52,009 +8%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$19.5M +$1.24M +44,742 +7%
KAS
70
Kestra Advisory Services
Texas
$19.4M +$4.7M +169,775 +32%
MWP
71
Meriwether Wealth & Planning
Louisiana
$19.2M +$755K +27,291 +4%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$19.2M +$2.96M +107,088 +18%
EFG
73
Ethos Financial Group
Pennsylvania
$18.5M +$2.29M +82,907 +14%
Focus Partners Wealth
74
Focus Partners Wealth
Massachusetts
$18.5M +$7.9M +285,495 +75%
DP
75
Denver PWM
Colorado
$18.3M +$626K +22,607 +4%
1 2
3
4 5