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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 %
SWA
826
SOA Wealth Advisors
New York
$124 – – –
IHWM
827
Iron Horse Wealth Management
Iowa
$80 – – –
SAS
828
Spurstone Advisory Services
Connecticut
$79 – – –
SW
829
SteelPeak Wealth
California
– -$5.39M -206,775 Closed
QC
830
Quadrature Capital
United Kingdom
– -$3.67M -140,952 Closed
Tudor Investment Corp
831
Tudor Investment Corp
Connecticut
– -$1.6M -61,553 Closed
NL
832
NWAM LLC
Washington
– -$910K -34,918 Closed
AT
833
American Trust
Kentucky
– -$894K -34,290 Closed
T
834
Transce3nd
Texas
– -$807K -30,939 Closed
DCM
835
Donaldson Capital Management
Indiana
– -$584K -22,408 Closed
BI
836
Bradyco Inc
Massachusetts
– -$335K -12,859 Closed
SWIG
837
Strategic Wealth Investment Group
Kentucky
– -$320K -12,281 Closed
FVWA
838
Foster Victor Wealth Advisors
South Carolina
– -$286K -10,640 Closed
SPC
839
Sigma Planning Corp
Michigan
– -$243K -9,311 Closed
LWL
840
Leo Wealth LLC
Texas
– -$225K -8,629 Closed
EB
841
Emprise Bank
Kansas
– -$221K -8,460 Closed
BRIA
842
Balanced Rock Investment Advisors
Massachusetts
– -$216K -8,273 Closed
SFG
843
Synergy Financial Group
California
– -$203K -7,794 Closed
WS
844
Wedbush Securities
California
– -$203K -7,773 Closed
CFGS
845
Concourse Financial Group Securities
Alabama
– -$173K -6,402 Closed
TF
846
Tandem Financial
Colorado
– -$145K -5,568 Closed
PMFA
847
Plante Moran Financial Advisors
Michigan
– -$139K -5,330 Closed
RCM
848
Raleigh Capital Management
North Carolina
– -$114K -4,381 Closed
KBFS
849
Kohmann Bosshard Financial Services
Ohio
– -$107K -4,112 Closed
EWM
850
EPG Wealth Management
Georgia
– -$71.9K -2,758 Closed
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