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SCHV

Schwab US Large-Cap Value ETF
SCHV

880 hedge funds and large institutions have $9.43B invested in Schwab US Large-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 338 increasing their positions, 271 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 49

25% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 271

6% more capital invested

Capital invested by funds: $8.88B → $9.43B (+$550M)

4% more funds holding

Funds holding: 844 → 880 (+36)

1% more funds holding in top 10

Funds holding in top 10: 77 → 78 (+1)

0.13% less ownership

Funds ownership: 74.8% → 74.66% (-0.13%)

Holders
880
Holders Change
+36
Holders Change %
+4.27%
% of All Funds
11.59%
Holding in Top 10
78
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.3%
% of All Funds
1.03%
New
94
Increased
338
Reduced
271
Closed
49
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SEI Investments
SEI Investments
Pennsylvania
+$63.6M
2
ETC
Exchange Traded Concepts
Oklahoma
+$28.6M
3
MGIA
Moneta Group Investment Advisors
Missouri
+$18.6M
4
MFG
Merit Financial Group
Georgia
+$12.6M
5
UBS Group
UBS Group
Switzerland
+$11.7M

Top Sellers

Rank Fund Capital Flow
1
WIA
World Investment Advisors
California
-$25.4M
2
FCI
Financial Counselors Inc
Kansas
-$22.8M
3
PCIA
Prime Capital Investment Advisors
Kansas
-$20M
4
GWM
Geneos Wealth Management
Colorado
-$17.9M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$17.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
851
Harbor Investment Advisory
Maryland
$6.23K – – –
HHGA
852
Halbert Hargrove Global Advisors
California
$6.14K – – –
FMP
853
Financial Management Professionals
Texas
$5.15K – – –
KGP
854
Keystone Global Partners
Colorado
$4.81K – – –
BIG
855
Brooklyn Investment Group
New York
$4.65K – – –
BAM
856
Bellevue Asset Management
Washington
$4.23K – – –
PWMG
857
Private Wealth Management Group
New Jersey
$3.74K – – –
AGWCA
858
Annis Gardner Whiting Capital Advisors
Florida
$3.52K +$710 +27 +27%
FDW
859
Fourth Dimension Wealth
Ohio
$3.13K – – –
EWA
860
EverSource Wealth Advisors
Alabama
$3.07K – – –
AIA
861
Armor Investment Advisors
North Carolina
$2.74K – – –
RA
862
Rise Advisors
New York
$2.62K -$5.15K -196 -67%
TPWA
863
Twin Peaks Wealth Advisors
California
$1.84K +$1.71K +65 New
HPIA
864
Hamilton Point Investment Advisors
North Carolina
$1.66K – – –
NMG
865
New Millennium Group
Utah
$1.66K – – –
TPCW
866
TD Private Client Wealth
New York
$1.33K +$1.26K +48 New
BFPW
867
BOK Financial Private Wealth
Colorado
$1.25K – – –
CCMW
868
Cypress Capital Management (Wyoming)
Wyoming
$1.25K – – –
HFS
869
Hopwood Financial Services
Virginia
$1.19K – – –
TCOV
870
Trust Company of Vermont
Vermont
$1.02K – – –
KG
871
Kilter Group
New York
$1.01K +$972 +37 New
CMP
872
Coston McIsaac & Partners
Maine
$1K – – –
SIS
873
Sound Income Strategies
Florida
$996 – – –
WWM
874
Wolff Wiese Magana
California
$831 – – –
IF
875
Integrity Financial
Wyoming
$498 – – –
33 34
35
36 37

SCHV Hedge Fund Activity: Q2 2025 in Review

880 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q2 2025, worth a combined $9.43B — up 6.2% from $8.88B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new SCHV positions and 49 closed out — a net gain of 45 holders — while 338 added to existing stakes and 271 trimmed.

The largest buyer was SEI Investments, adding an estimated $63.6M. The largest seller was World Investment Advisors, cutting an estimated $25.4M.

  • 880 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q2 2025, up from 844 in Q1 2025.
  • Funds reported $9.43B of Schwab US Large-Cap Value ETF stock for Q2 2025, up 6.2% quarter-over-quarter.
  • 94 funds opened new Schwab US Large-Cap Value ETF positions in Q2 2025 and 49 closed out, a net change of +45 holders.
  • The largest Schwab US Large-Cap Value ETF buyer in Q2 2025 was SEI Investments, an estimated $63.6M added.
  • The largest Schwab US Large-Cap Value ETF seller in Q2 2025 was World Investment Advisors, an estimated $25.4M sold.

Based on aggregated 13F filings for Q2 2025.