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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 %
BIG
801
Brooklyn Investment Group
New York
$4.47K +$4.47K +168 New
BAM
802
Bellevue Asset Management
Washington
$4.07K – – –
HT
803
Headlands Technologies
Illinois
$3.62K +$3.62K +136 New
PWMG
804
Private Wealth Management Group
New Jersey
$3.59K – – –
FAM
805
Flaharty Asset Management
Florida
$3.08K +$3.08K +116 New
FDW
806
Fourth Dimension Wealth
Ohio
$3K +$930 +35 +45%
EWA
807
EverSource Wealth Advisors
Alabama
$2.95K – – –
IRC
808
Investors Research Corp
Georgia
$2.95K – – –
AGWCA
809
Annis Gardner Whiting Capital Advisors
Florida
$2.66K +$2.66K +100 New
AIA
810
Armor Investment Advisors
North Carolina
$2.63K – – –
Fifth Third Bancorp
811
Fifth Third Bancorp
Ohio
$2.47K – – –
AWM
812
Abound Wealth Management
Tennessee
$2.31K – – –
NMG
813
New Millennium Group
Utah
$1.6K -$3.99K -150 -71%
HPIA
814
Hamilton Point Investment Advisors
North Carolina
$1.6K +$1.6K +60 New
BFPW
815
BOK Financial Private Wealth
Colorado
$1.2K -$3.75K -141 -76%
CCMW
816
Cypress Capital Management (Wyoming)
Wyoming
$1.2K – – –
HFS
817
Hopwood Financial Services
Virginia
$1.14K -$930 -35 -45%
CMP
818
Coston McIsaac & Partners
Maine
$1K – – –
TCOV
819
Trust Company of Vermont
Vermont
$983 +$824 +31 +517%
SIS
820
Sound Income Strategies
Florida
$957 – – –
WWM
821
Wolff Wiese Magana
California
$798 – – –
RCA
822
Runnymede Capital Advisors
Ohio
$658 – – –
IF
823
Integrity Financial
Wyoming
$478 – – –
NC
824
NewSquare Capital
Pennsylvania
$403 – – –
GGI
825
Godsey & Gibb Inc
Virginia
$399 – – –
31 32
33
34 35