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 %
JHCP
751
Jackson Hole Capital Partners
Oklahoma
$31.1K – – –
RDFA
752
Ritter Daniher Financial Advisory
Ohio
$29.2K -$1.68K -63 -5%
KIG
753
Kessler Investment Group
Indiana
$28.9K +$28.9K +1,086 New
GWANC
754
Guardian Wealth Advisors (North Carolina)
North Carolina
$27.8K – – –
DI
755
DAGCO Inc
Ohio
$27.7K +$27.7K +1,041 New
NEWAS
756
N.E.W. Advisory Services
Wisconsin
$27K +$27K +1,017 New
HCM
757
Hollencrest Capital Management
California
$26.5K – – –
FMII
758
Farmers & Merchants Investments Inc
Nebraska
$26.1K – – –
LWANC
759
Laurel Wealth Advisors (North Carolina)
North Carolina
$24.3K – – –
MSG
760
Main Street Group
Virginia
$23.8K – – –
DIP
761
DT Investment Partners
Pennsylvania
$23.8K +$23.8K +894 New
AT
762
Arlington Trust
Alabama
$23.4K +$23.4K +879 New
DPW
763
DiNuzzo Private Wealth
Pennsylvania
$23.3K – – –
FGAM
764
Financial Gravity Asset Management
Texas
$22.1K +$22.1K +831 New
JFGIW
765
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.2K – – –
BF
766
BOK Financial
Oklahoma
$19.5K +$19.5K +735 New
CFP
767
Comprehensive Financial Planning
Pennsylvania
$18.3K +$2.98K +112 +19%
TCM
768
Tradewinds Capital Management
Washington
$17.5K – – –
WCM
769
Winthrop Capital Management
Indiana
$16K – – –
OWP
770
ORG Wealth Partners
Texas
$15.7K +$15.7K +591 New
SC
771
Stephens Consulting
Michigan
$14.2K – – –
FPB
772
First PREMIER Bank
South Dakota
$14K -$14.4K -525 -51%
JFG
773
JDM Financial Group
Texas
$12.8K – – –
SSB
774
Sandy Spring Bank
Maryland
$12.4K -$1.68K -63 -12%
CWA
775
Carolina Wealth Advisors
South Carolina
$12.3K +$797 +30 +7%
29 30
31
32 33