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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 %
OP
826
ORG Partners
Indiana
$9.1K – – –
CA
827
Crewe Advisors
Utah
$9K +$28 +1 +0.3%
SWP
828
Strategic Wealth Partners
Ohio
$8.63K +$8.63K +312 New
AWM
829
Aberdeen Wealth Management
Illinois
$8.3K – – –
CMA
830
Cedar Mountain Advisors
Oregon
$8.27K – – –
PPC
831
Park Place Capital
Alabama
$7.88K – – –
RJA
832
Ross\Johnson & Associates
Minnesota
$7.84K +$1.47K +53 +23%
LI
833
LRI Investments
Florida
$7.22K – – –
HIA
834
Harbor Investment Advisory
Maryland
$6.23K – – –
HHGA
835
Halbert Hargrove Global Advisors
California
$6.14K – – –
FMP
836
Financial Management Professionals
Texas
$5.15K – – –
KGP
837
Keystone Global Partners
Colorado
$4.81K – – –
BIG
838
Brooklyn Investment Group
New York
$4.65K – – –
BAM
839
Bellevue Asset Management
Washington
$4.23K – – –
PWMG
840
Private Wealth Management Group
New Jersey
$3.74K – – –
AGWCA
841
Annis Gardner Whiting Capital Advisors
Florida
$3.52K +$747 +27 +27%
FAM
842
Flaharty Asset Management
Florida
$3.23K +$28 +1 +0.9%
FDW
843
Fourth Dimension Wealth
Ohio
$3.13K – – –
EWA
844
EverSource Wealth Advisors
Alabama
$3.07K – – –
AIA
845
Armor Investment Advisors
North Carolina
$2.74K – – –
RA
846
Rise Advisors
New York
$2.62K -$5.4K -196 -67%
TPWA
847
Twin Peaks Wealth Advisors
California
$1.84K +$1.84K +65 New
HPIA
848
Hamilton Point Investment Advisors
North Carolina
$1.66K – – –
NMG
849
New Millennium Group
Utah
$1.66K – – –
TPCW
850
TD Private Client Wealth
New York
$1.33K +$1.33K +48 New
32 33
34
35 36