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SCHV

Schwab US Large-Cap Value ETF
SCHV

844 hedge funds and large institutions have $8.88B invested in Schwab US Large-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 324 increasing their positions, 284 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 41

14% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 284

3% more funds holding in top 10

Funds holding in top 10: 75 → 77 (+2)

2% more funds holding

Funds holding: 824 → 844 (+20)

1.53% more ownership

Funds ownership: 73.27% → 74.8% (+1.5%)

10% less capital invested

Capital invested by funds: $9.88B → $8.88B (-$1B)

Holders
844
Holders Change
+20
Holders Change %
+2.43%
% of All Funds
11.32%
Holding in Top 10
77
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.67%
% of All Funds
1.03%
New
77
Increased
324
Reduced
284
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SEI Investments
SEI Investments
Pennsylvania
+$46.4M
2
GWM
Geneos Wealth Management
Colorado
+$30.3M
3
WIA
World Investment Advisors
California
+$28.2M
4
MG
Mather Group
Illinois
+$27.5M
5
TFA
Teamwork Financial Advisors
Texas
+$18.3M

Top Sellers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
-$56.6M
2
Goldman Sachs
Goldman Sachs
New York
-$19.4M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$17.2M
4
SWM
Stark Wealth Management
Pennsylvania
-$16.2M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$11.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
801
GPS Wealth Strategies Group
Colorado
$9.33K – – –
GFPC
802
Global Financial Private Client
Florida
$8.85K – – –
OP
803
ORG Partners
Indiana
$8.65K -$15.9K -591 -65%
CA
804
Crewe Advisors
Utah
$8.6K +$54 +2 +0.6%
Bessemer Group
805
Bessemer Group
New Jersey
$8K +$7.76K +289 New
AWM
806
Aberdeen Wealth Management
Illinois
$7.97K – – –
CMA
807
Cedar Mountain Advisors
Oregon
$7.95K +$4.96K +185 +162%
RA
808
Rise Advisors
New York
$7.74K +$27 +1 +0.3%
PPC
809
Park Place Capital
Alabama
$7.5K – – –
LI
810
LRI Investments
Florida
$6.94K – – –
RJA
811
Ross\Johnson & Associates
Minnesota
$6.11K +$966 +36 +19%
HIA
812
Harbor Investment Advisory
Maryland
$5.98K – – –
HHGA
813
Halbert Hargrove Global Advisors
California
$5.9K – – –
AAP
814
Arax Advisory Partners
Colorado
$5.18K +$27 +1 +0.5%
FMP
815
Financial Management Professionals
Texas
$4.94K +$4.99K +186 New
KGP
816
Keystone Global Partners
Colorado
$4.62K +$4.67K +174 New
BIG
817
Brooklyn Investment Group
New York
$4.47K +$4.51K +168 New
BAM
818
Bellevue Asset Management
Washington
$4.07K – – –
HT
819
Headlands Technologies
Illinois
$3.62K +$3.65K +136 New
PWMG
820
Private Wealth Management Group
New Jersey
$3.59K – – –
FAM
821
Flaharty Asset Management
Florida
$3.08K +$3.11K +116 New
FDW
822
Fourth Dimension Wealth
Ohio
$3K +$939 +35 +45%
EWA
823
EverSource Wealth Advisors
Alabama
$2.95K – – –
IRC
824
Investors Research Corp
Georgia
$2.95K – – –
AGWCA
825
Annis Gardner Whiting Capital Advisors
Florida
$2.66K +$2.68K +100 New
31 32
33
34 35

SCHV Hedge Fund Activity: Q1 2025 in Review

844 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q1 2025, worth a combined $8.88B — down 10% from $9.88B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SCHV positions and 41 closed out — a net gain of 36 holders — while 324 added to existing stakes and 284 trimmed.

The largest buyer was SEI Investments, adding an estimated $46.4M. The largest seller was Financial Engines Advisors, cutting an estimated $56.6M.

  • 844 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q1 2025, up from 824 in Q4 2024.
  • Funds reported $8.88B of Schwab US Large-Cap Value ETF stock for Q1 2025, down 10% quarter-over-quarter.
  • 77 funds opened new Schwab US Large-Cap Value ETF positions in Q1 2025 and 41 closed out, a net change of +36 holders.
  • The largest Schwab US Large-Cap Value ETF buyer in Q1 2025 was SEI Investments, an estimated $46.4M added.
  • The largest Schwab US Large-Cap Value ETF seller in Q1 2025 was Financial Engines Advisors, an estimated $56.6M sold.

Based on aggregated 13F filings for Q1 2025.