SCHV icon

Schwab US Large-Cap Value ETF

830 hedge funds and large institutions have $8.86B 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, 280 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
74
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ME
751
McIlrath & Eck
Washington
$31.8K
BTI
752
Blue Trust Inc
Georgia
$31.6K
JHCP
753
Jackson Hole Capital Partners
Oklahoma
$31.1K
RDFA
754
Ritter Daniher Financial Advisory
Ohio
$29.2K
KIG
755
Kessler Investment Group
Indiana
$28.9K
GWANC
756
Guardian Wealth Advisors (North Carolina)
North Carolina
$27.8K
DI
757
DAGCO Inc
Ohio
$27.7K
NEWAS
758
N.E.W. Advisory Services
Wisconsin
$27K
HCM
759
Hollencrest Capital Management
California
$26.5K
FMII
760
Farmers & Merchants Investments Inc
Nebraska
$26.1K
LWANC
761
Laurel Wealth Advisors (North Carolina)
North Carolina
$24.3K
MSG
762
Main Street Group
Virginia
$23.8K
DIP
763
DT Investment Partners
Pennsylvania
$23.8K
AT
764
Arlington Trust
Alabama
$23.4K
DPW
765
DiNuzzo Private Wealth
Pennsylvania
$23.3K
FGAM
766
Financial Gravity Asset Management
Texas
$22.1K
JFGIW
767
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.2K
BF
768
BOK Financial
Oklahoma
$19.5K
CFP
769
Comprehensive Financial Planning
Pennsylvania
$18.3K
TCM
770
Tradewinds Capital Management
Washington
$17.5K
WCM
771
Winthrop Capital Management
Indiana
$16K
OWP
772
ORG Wealth Partners
Texas
$15.7K
SC
773
Stephens Consulting
Michigan
$14.2K
FPB
774
First PREMIER Bank
South Dakota
$14K
JFG
775
JDM Financial Group
Texas
$12.8K