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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 %
FHA
776
First Horizon Advisors
Tennessee
$12.2K -$2.5K -94 -17%
EWM
777
Evermay Wealth Management
Virginia
$12K – – –
Qube Research & Technologies (QRT)
778
Qube Research & Technologies (QRT)
United Kingdom
$11.9K -$291K -10,956 -96%
PS
779
Pinney & Scofield
Massachusetts
$11.6K +$53 +2 +0.5%
SC
780
Swan Capital
Florida
$11.4K +$11.4K +429 New
AIC
781
Archer Investment Corporation
Indiana
$10.8K – – –
LC
782
Luminist Capital
Michigan
$10.4K +$10.4K +392 New
RF
783
Rossby Financial
Florida
$9.63K +$9.63K +377 New
MBFW
784
Morton Brown Family Wealth
Pennsylvania
$9.41K – – –
GWSG
785
GPS Wealth Strategies Group
Colorado
$9.33K – – –
GFPC
786
Global Financial Private Client
Florida
$8.85K – – –
OP
787
ORG Partners
Indiana
$8.65K -$15.7K -591 -65%
CA
788
Crewe Advisors
Utah
$8.6K +$53 +2 +0.6%
Bessemer Group
789
Bessemer Group
New Jersey
$8K +$8K +289 New
AWM
790
Aberdeen Wealth Management
Illinois
$7.97K – – –
CMA
791
Cedar Mountain Advisors
Oregon
$7.95K +$4.92K +185 +162%
RA
792
Rise Advisors
New York
$7.74K +$27 +1 +0.3%
PPC
793
Park Place Capital
Alabama
$7.5K – – –
LI
794
LRI Investments
Florida
$6.94K – – –
RJA
795
Ross\Johnson & Associates
Minnesota
$6.11K +$957 +36 +19%
HIA
796
Harbor Investment Advisory
Maryland
$5.98K – – –
HHGA
797
Halbert Hargrove Global Advisors
California
$5.9K – – –
AAP
798
Arax Advisory Partners
Colorado
$5.18K +$27 +1 +0.5%
FMP
799
Financial Management Professionals
Texas
$4.94K +$4.94K +186 New
KGP
800
Keystone Global Partners
Colorado
$4.62K +$4.62K +174 New
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