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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 %
HR
751
Howe & Rusling
New York
$95K +$498 +18 +0.5%
EK
752
Evensky & Katz
Florida
$89K +$389 +14 +0.4%
CBT
753
Crews Bank & Trust
Florida
$88.2K – – –
CIA
754
Choate Investment Advisors
Massachusetts
$84.1K +$84.1K +3,041 New
SO
755
Sierra Ocean
California
$83K – – –
MHR
756
Matthew Hamilton Rosenberg
$83K – – –
CNBTD
757
Citizens National Bank Trust Department
Mississippi
$82K – – –
KA
758
Kozak & Associates
Colorado
$80.1K +$420 +15 +0.5%
AA
759
Ancora Advisors
Ohio
$76.6K – – –
AG
760
AmeriFlex Group
Nevada
$66.4K +$21.4K +780 +48%
VCM
761
Versant Capital Management
Arizona
$65K +$30.1K +1,089 +86%
HFS
762
Horizon Financial Services
North Carolina
$62.1K – – –
SRCM
763
Signature Resources Capital Management
California
$61.6K -$60K -2,169 -49%
HDIM
764
Hanson & Doremus Investment Management
Vermont
$60K – – –
BFP
765
Briaud Financial Planning
Texas
$58K – – –
TFGT
766
TS Financial Group (TSFG)
Illinois
$58K – – –
VWM
767
Vermillion Wealth Management
Minnesota
$57.7K -$221 -8 -0.4%
MIM
768
MTM Investment Management
South Carolina
$57.7K – – –
JFA
769
JNBA Financial Advisors
Minnesota
$57.2K – – –
PFM
770
Phillips Financial Management
Indiana
$56.4K – – –
PC
771
Promus Capital
Illinois
$55K – – –
AWM
772
Atticus Wealth Management
Florida
$54K +$54K +1,950 New
SWM
773
Spire Wealth Management
Virginia
$50.6K -$425K -15,366 -89%
HWM
774
Horizons Wealth Management
North Carolina
$49.2K -$16.1K -580 -25%
PK
775
Pflug Koory
Nebraska
$48.7K +$28 +1 +0.1%
29 30
31
32 33