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SCHV

Schwab US Large-Cap Value ETF
SCHV

880 hedge funds and large institutions have $9.43B invested in Schwab US Large-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 338 increasing their positions, 271 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 49

25% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 271

6% more capital invested

Capital invested by funds: $8.88B → $9.43B (+$550M)

4% more funds holding

Funds holding: 844 → 880 (+36)

1% more funds holding in top 10

Funds holding in top 10: 77 → 78 (+1)

0.13% less ownership

Funds ownership: 74.8% → 74.66% (-0.13%)

Holders
880
Holders Change
+36
Holders Change %
+4.27%
% of All Funds
11.59%
Holding in Top 10
78
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.3%
% of All Funds
1.03%
New
94
Increased
338
Reduced
271
Closed
49
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SEI Investments
SEI Investments
Pennsylvania
+$63.6M
2
ETC
Exchange Traded Concepts
Oklahoma
+$28.6M
3
MGIA
Moneta Group Investment Advisors
Missouri
+$18.6M
4
MFG
Merit Financial Group
Georgia
+$12.6M
5
UBS Group
UBS Group
Switzerland
+$11.7M

Top Sellers

Rank Fund Capital Flow
1
WIA
World Investment Advisors
California
-$25.4M
2
FCI
Financial Counselors Inc
Kansas
-$22.8M
3
PCIA
Prime Capital Investment Advisors
Kansas
-$20M
4
GWM
Geneos Wealth Management
Colorado
-$17.9M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$17.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
776
Versant Capital Management
Arizona
$65K +$28.6K +1,089 +86%
HFS
777
Horizon Financial Services
North Carolina
$62.1K – – –
CT
778
Caldwell Trust
Florida
$61.8K – – –
SRCM
779
Signature Resources Capital Management
California
$61.6K -$57K -2,169 -49%
HDIM
780
Hanson & Doremus Investment Management
Vermont
$60K – – –
BFP
781
Briaud Financial Planning
Texas
$58K – – –
TFGT
782
TS Financial Group (TSFG)
Illinois
$58K – – –
VWM
783
Vermillion Wealth Management
Minnesota
$57.7K -$210 -8 -0.4%
MIM
784
MTM Investment Management
South Carolina
$57.7K – – –
JFA
785
JNBA Financial Advisors
Minnesota
$57.2K – – –
PFM
786
Phillips Financial Management
Indiana
$56.4K – – –
PC
787
Promus Capital
Illinois
$55K – – –
AWM
788
Atticus Wealth Management
Florida
$54K +$51.3K +1,950 New
SWM
789
Spire Wealth Management
Virginia
$50.6K -$404K -15,366 -89%
HWM
790
Horizons Wealth Management
North Carolina
$49.1K -$15.2K -580 -25%
PK
791
Pflug Koory
Nebraska
$48.7K +$26 +1 +0.1%
BCMLT
792
Beacon Capital Management LLC (Tennessee)
Tennessee
$47.2K -$2.52K -96 -5%
KFI
793
Key Financial Inc
Pennsylvania
$44.9K +$1.37K +52 +3%
BCM
794
Blume Capital Management
California
$41.5K – – –
TIM
795
Total Investment Management
Arizona
$41.1K +$39K +1,485 New
NG
796
NWK Group
California
$39.2K – – –
CFO
797
CVA Family Office
Colorado
$38.9K +$131 +5 +0.4%
FCT
798
Family Capital Trust
Massachusetts
$35.9K – – –
MSFP
799
Mark Sheptoff Financial Planning
Connecticut
$35.3K – – –
OW
800
Olistico Wealth
Oklahoma
$34.2K – – –
30 31
32
33 34

SCHV Hedge Fund Activity: Q2 2025 in Review

880 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q2 2025, worth a combined $9.43B — up 6.2% from $8.88B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new SCHV positions and 49 closed out — a net gain of 45 holders — while 338 added to existing stakes and 271 trimmed.

The largest buyer was SEI Investments, adding an estimated $63.6M. The largest seller was World Investment Advisors, cutting an estimated $25.4M.

  • 880 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q2 2025, up from 844 in Q1 2025.
  • Funds reported $9.43B of Schwab US Large-Cap Value ETF stock for Q2 2025, up 6.2% quarter-over-quarter.
  • 94 funds opened new Schwab US Large-Cap Value ETF positions in Q2 2025 and 49 closed out, a net change of +45 holders.
  • The largest Schwab US Large-Cap Value ETF buyer in Q2 2025 was SEI Investments, an estimated $63.6M added.
  • The largest Schwab US Large-Cap Value ETF seller in Q2 2025 was World Investment Advisors, an estimated $25.4M sold.

Based on aggregated 13F filings for Q2 2025.