SCHV icon

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 %
VWM
726
Vermillion Wealth Management
Minnesota
$55.6K -$18.9K -713 -25%
MIM
727
MTM Investment Management
South Carolina
$55.4K +$55.4K +2,085 New
TFGT
728
TS Financial Group (TSFG)
Illinois
$55K +$55K +2,088 New
JFA
729
JNBA Financial Advisors
Minnesota
$54.9K -$10.9K -411 -17%
PFM
730
Phillips Financial Management
Indiana
$54.2K – – –
PC
731
Promus Capital
Illinois
$52.9K – – –
BCMLT
732
Beacon Capital Management LLC (Tennessee)
Tennessee
$47.9K +$239 +9 +0.5%
PK
733
Pflug Koory
Nebraska
$46.7K -$17.5K -660 -27%
FFO
734
Fortitude Family Office
Arizona
$44K +$213 +8 +0.5%
AG
735
AmeriFlex Group
Nevada
$43.6K +$19.2K +721 +79%
KFI
736
Key Financial Inc
Pennsylvania
$41.7K – – –
BCM
737
Blume Capital Management
California
$39.9K – – –
NG
738
NWK Group
California
$37.6K – – –
CFO
739
CVA Family Office
Colorado
$37.2K +$133 +5 +0.4%
MIM
740
Marshall Investment Management
Colorado
$37K +$37K +1,392 New
WT
741
Washington Trust
Rhode Island
$36K – – –
FCT
742
Family Capital Trust
Massachusetts
$34.5K – – –
MSFP
743
Mark Sheptoff Financial Planning
Connecticut
$33.9K – – –
VCM
744
Versant Capital Management
Arizona
$33.5K -$505 -19 -1%
OW
745
Olistico Wealth
Oklahoma
$32.9K – – –
WTC
746
WhitTier Trust Company
Nevada
$32.8K – – –
T
747
Tidemark
California
$31.9K – – –
MAS
748
MPWM Advisory Solutions
Georgia
$31.9K – – –
ME
749
McIlrath & Eck
Washington
$31.8K – – –
BTI
750
Blue Trust Inc
Georgia
$31.6K -$56.2K -2,116 -64%
28 29
30
31 32