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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 %
GI
726
GAMMA Investing
California
$200K -$41.4K -1,497 -17%
GA
727
GoalVest Advisory
New York
$190K – – –
FVIM
728
Fort Vancouver Investment Management
Washington
$187K – – –
CCM
729
Chilton Capital Management
Texas
$177K – – –
WPA
730
West Paces Advisors
Georgia
$174K – – –
SIS
731
Strategic Investment Solutions
Illinois
$165K -$13K -471 -7%
RF
732
Robbins Farley
New Hampshire
$164K +$47.3K +1,711 +41%
BlackRock
733
BlackRock
New York
$158K +$13.2K +478 +9%
CAM
734
Costello Asset Management
Pennsylvania
$148K +$3.35K +121 +2%
AIA
735
Arcadia Investment Advisors
Idaho
$146K – – –
VNA
736
Valley National Advisers
Pennsylvania
$144K +$37.7K +1,369 +35%
MIA
737
MeadowBrook Investment Advisors
Michigan
$138K -$1.8K -65 -1%
CA
738
CoreCap Advisors
Michigan
$128K -$10.7K -387 -8%
PTC
739
Private Trust Company
Ohio
$128K +$50.4K +1,820 +65%
KSB
740
Kennebec Savings Bank
Maine
$127K +$13.8K +500 +12%
HFS
741
Hantz Financial Services
Michigan
$126K – – –
MTIC
742
Missouri Trust & Investment Company
Missouri
$124K – – –
Russell Investments Group
743
Russell Investments Group
United Kingdom
$122K -$42.6K -1,538 -26%
TCM
744
TD Capital Management
Tennessee
$122K +$636 +23 +0.5%
LBC
745
Lowe Brockenbrough & Co
Virginia
$116K +$116K +4,191 New
PB
746
Pinnacle Bancorp
Nebraska
$115K +$830 +30 +0.7%
SA
747
SRH Advisors
Kansas
$115K – – –
NP
748
NorthRock Partners
Minnesota
$104K +$553 +20 +0.5%
CFB
749
Cullen/Frost Bankers
Texas
$102K +$526 +19 +0.5%
TCM
750
Traub Capital Management
Massachusetts
$98.1K +$98.1K +3,545 New
28 29
30
31 32