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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 %
BCMLT
776
Beacon Capital Management LLC (Tennessee)
Tennessee
$47.2K -$2.66K -96 -5%
KFI
777
Key Financial Inc
Pennsylvania
$44.9K +$1.44K +52 +3%
BCM
778
Blume Capital Management
California
$41.5K – – –
TIM
779
Total Investment Management
Arizona
$41.1K +$41.1K +1,485 New
NG
780
NWK Group
California
$39.2K – – –
CFO
781
CVA Family Office
Colorado
$38.9K +$138 +5 +0.4%
FCT
782
Family Capital Trust
Massachusetts
$35.9K – – –
MSFP
783
Mark Sheptoff Financial Planning
Connecticut
$35.3K – – –
OW
784
Olistico Wealth
Oklahoma
$34.2K – – –
WTC
785
WhitTier Trust Company
Nevada
$34.1K – – –
KFP
786
Keener Financial Planning
Texas
$34K +$34K +1,233 New
T
787
Tidemark
California
$33.2K – – –
ME
788
McIlrath & Eck
Washington
$33.1K – – –
FCT
789
First Community Trust
Iowa
$32.9K +$32.9K +1,188 New
JHCP
790
Jackson Hole Capital Partners
Oklahoma
$32.4K – – –
RDFA
791
Ritter Daniher Financial Advisory
Ohio
$30.4K – – –
KIG
792
Kessler Investment Group
Indiana
$30.1K – – –
GWANC
793
Guardian Wealth Advisors (North Carolina)
North Carolina
$28.9K – – –
DI
794
DAGCO Inc
Ohio
$28.8K – – –
NEWAS
795
N.E.W. Advisory Services
Wisconsin
$28.1K – – –
HCM
796
Hollencrest Capital Management
California
$27.6K – – –
AWM
797
Abound Wealth Management
Tennessee
$26.3K +$23.9K +864 +993%
BBHC
798
Brown Brothers Harriman & Co
New York
$24.9K +$24.9K +900 New
DIP
799
DT Investment Partners
Pennsylvania
$24.7K – – –
DPW
800
DiNuzzo Private Wealth
Pennsylvania
$24.2K – – –
30 31
32
33 34