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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 %
BFPW
851
BOK Financial Private Wealth
Colorado
$1.25K – – –
CCMW
852
Cypress Capital Management (Wyoming)
Wyoming
$1.25K – – –
HFS
853
Hopwood Financial Services
Virginia
$1.19K – – –
TCOV
854
Trust Company of Vermont
Vermont
$1.02K – – –
KG
855
Kilter Group
New York
$1.01K +$1.01K +37 New
CMP
856
Coston McIsaac & Partners
Maine
$1K – – –
SIS
857
Sound Income Strategies
Florida
$996 – – –
WWM
858
Wolff Wiese Magana
California
$831 – – –
IF
859
Integrity Financial
Wyoming
$498 – – –
GGI
860
Godsey & Gibb Inc
Virginia
$416 – – –
NC
861
NewSquare Capital
Pennsylvania
$336 -$84 -3 -20%
SWA
862
SOA Wealth Advisors
New York
$130 – – –
SAS
863
Spurstone Advisory Services
Connecticut
$83 – – –
IHWM
864
Iron Horse Wealth Management
Iowa
$83 – – –
OLVIG
865
Oliver Lagore Vanvalin Investment Group
Michigan
$3 – – –
CP
866
Capital Planning
Washington
– -$8.99M -338,256 Closed
TC
867
TownSquare Capital
Utah
– -$3.9M -146,727 Closed
GJIA
868
Glass Jacobson Investment Advisors
Maryland
– -$2.3M -88,054 Closed
MGIA
869
Matthew Goff Investment Advisor
Texas
– -$2.15M -80,865 Closed
Susquehanna International Group
870
Susquehanna International Group
Pennsylvania
– -$1.88M -70,632 Closed
VCM
871
Virtue Capital Management
Tennessee
– -$1.27M -47,692 Closed
CWC
872
Carolinas Wealth Consulting
North Carolina
– -$1.13M -42,646 Closed
CTC
873
Central Trust Company
Missouri
– -$1.08M -40,500 Closed
CFG
874
Clayton Financial Group
Missouri
– -$971K -36,537 Closed
MPM
875
Meritage Portfolio Management
Kansas
– -$830K -31,236 Closed
33 34
35
36 37