SCHV icon

Schwab US Large-Cap Value ETF

830 hedge funds and large institutions have $8.86B 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, 280 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
74
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NC
826
NewSquare Capital
Pennsylvania
$403
GGI
827
Godsey & Gibb Inc
Virginia
$399
SWA
828
SOA Wealth Advisors
New York
$124
IHWM
829
Iron Horse Wealth Management
Iowa
$80
SAS
830
Spurstone Advisory Services
Connecticut
$79
SW
831
SteelPeak Wealth
California
QC
832
Quadrature Capital
United Kingdom
Tudor Investment Corp
833
Tudor Investment Corp
Connecticut
NL
834
NWAM LLC
Washington
AT
835
American Trust
Kentucky
T
836
Transce3nd
Texas
DCM
837
Donaldson Capital Management
Indiana
BI
838
Bradyco Inc
Massachusetts
SWIG
839
Strategic Wealth Investment Group
Kentucky
FVWA
840
Foster Victor Wealth Advisors
South Carolina
SPC
841
Sigma Planning Corp
Michigan
LWL
842
Leo Wealth LLC
Texas
EB
843
Emprise Bank
Kansas
BRIA
844
Balanced Rock Investment Advisors
Massachusetts
SFG
845
Synergy Financial Group
California
WS
846
Wedbush Securities
California
CFGS
847
Concourse Financial Group Securities
Alabama
TF
848
Tandem Financial
Colorado
PMFA
849
Plante Moran Financial Advisors
Michigan
RCM
850
Raleigh Capital Management
North Carolina