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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 %
BMM
801
Berkshire Money Management
Massachusetts
$24K +$24K +867 New
FGC
802
Financial Gravity Companies
Texas
$23K +$23K +831 New
JFGIW
803
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.1K – – –
CFP
804
Comprehensive Financial Planning
Pennsylvania
$19.1K +$55 +2 +0.3%
MSG
805
Main Street Group
Virginia
$19.1K -$5.7K -206 -23%
Fifth Third Bancorp
806
Fifth Third Bancorp
Ohio
$18.6K +$16K +579 +623%
TCM
807
Tradewinds Capital Management
Washington
$18.3K – – –
FLFS
808
Family Legacy Financial Solutions
North Carolina
$18K +$18K +650 New
WCM
809
Winthrop Capital Management
Indiana
$17K – – –
OWP
810
ORG Wealth Partners
Texas
$16.5K – – –
RWM
811
RMG Wealth Management
Wisconsin
$15.3K +$15.3K +545 New
SC
812
Stephens Consulting
Michigan
$14.8K – – –
FPB
813
First PREMIER Bank
South Dakota
$14K – – –
CWA
814
Carolina Wealth Advisors
South Carolina
$13.6K +$775 +28 +6%
JFG
815
JDM Financial Group
Texas
$13.4K – – –
AUB
816
Atlantic Union Bankshares
Virginia
$13K +$13K +468 New
FHA
817
First Horizon Advisors
Tennessee
$12.7K – – –
EWM
818
Evolution Wealth Management
Florida
$12.6K +$12.6K +456 New
PS
819
Pinney & Scofield
Massachusetts
$12.2K +$55 +2 +0.5%
AIC
820
Archer Investment Corporation
Indiana
$11.3K – – –
PIP
821
Peachtree Investment Partners
Florida
$10.9K -$96.7K -3,497 -90%
RF
822
Rossby Financial
Florida
$10.4K – – –
DRP
823
Decker Retirement Planning
Utah
$9.88K +$9.88K +357 New
MBFW
824
Morton Brown Family Wealth
Pennsylvania
$9.8K – – –
GWSG
825
GPS Wealth Strategies Group
Colorado
$9.71K – – –
31 32
33
34 35