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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
AIA
826
Armor Investment Advisors
North Carolina
$2.63K – – –
Fifth Third Bancorp
827
Fifth Third Bancorp
Ohio
$2.47K – – –
AWM
828
Abound Wealth Management
Tennessee
$2.31K – – –
NMG
829
New Millennium Group
Utah
$1.59K -$4.03K -150 -71%
HPIA
830
Hamilton Point Investment Advisors
North Carolina
$1.59K +$1.61K +60 New
BFPW
831
BOK Financial Private Wealth
Colorado
$1.2K -$3.78K -141 -76%
CCMW
832
Cypress Capital Management (Wyoming)
Wyoming
$1.2K – – –
HFS
833
Hopwood Financial Services
Virginia
$1.14K -$939 -35 -45%
CMP
834
Coston McIsaac & Partners
Maine
$1K – – –
TCOV
835
Trust Company of Vermont
Vermont
$983 +$832 +31 +517%
SIS
836
Sound Income Strategies
Florida
$957 – – –
WWM
837
Wolff Wiese Magana
California
$798 – – –
RCA
838
Runnymede Capital Advisors
Ohio
$658 – – –
IF
839
Integrity Financial
Wyoming
$478 – – –
NC
840
NewSquare Capital
Pennsylvania
$403 – – –
GGI
841
Godsey & Gibb Inc
Virginia
$399 – – –
SWA
842
SOA Wealth Advisors
New York
$124 – – –
IHWM
843
Iron Horse Wealth Management
Iowa
$80 – – –
SAS
844
Spurstone Advisory Services
Connecticut
$79 – – –
SW
845
SteelPeak Wealth
California
– -$5.39M -206,775 Closed
QC
846
Quadrature Capital
United Kingdom
– -$3.67M -140,952 Closed
Tudor Investment Corp
847
Tudor Investment Corp
Connecticut
– -$1.6M -61,553 Closed
NL
848
NWAM LLC
Washington
– -$910K -34,918 Closed
AT
849
American Trust
Kentucky
– -$894K -34,290 Closed
T
850
Transce3nd
Texas
– -$807K -30,939 Closed
32 33
34
35 36

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.