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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 %
Jane Street
876
Jane Street
New York
– -$673K -25,331 Closed
LMKC
877
L.M. Kohn & Company
Ohio
– -$645K -24,266 Closed
TPI
878
Trust Point Inc
Wisconsin
– -$574K -21,585 Closed
VF
879
Vawter Financial
Ohio
– -$528K -19,848 Closed
MHS
880
M Holdings Securities
Oregon
– -$496K -18,666 Closed
RC
881
Roundview Capital
New Jersey
– -$412K -15,516 Closed
CA
882
Calton & Associates
Florida
– -$398K -14,961 Closed
EMAM
883
Encompass More Asset Management
California
– -$369K -13,886 Closed
Fisher Asset Management
884
Fisher Asset Management
Washington
– -$342K -12,855 Closed
CAI
885
Capital Advisors Inc
Oklahoma
– -$321K -12,069 Closed
TWM
886
TriaGen Wealth Management
California
– -$300K -11,295 Closed
PA
887
PFG Advisors
Arizona
– -$270K -10,155 Closed
Empower Advisory Group
888
Empower Advisory Group
Colorado
– -$223K -8,376 Closed
TSS
889
Two Sigma Securities
New York
– -$221K -8,331 Closed
AP
890
Appleton Partners
Massachusetts
– -$211K -7,920 Closed
CPA
891
Capital Performance Advisors
California
– -$210K -7,895 Closed
FMWA
892
Forvis Mazars Wealth Advisors
Missouri
– -$209K -7,857 Closed
DWM
893
Destination Wealth Management
California
– -$209K -7,850 Closed
WF
894
WinCap Financial
Massachusetts
– -$203K -7,621 Closed
WF
895
Wayfinding Financial
Washington
– -$163K -6,162 Closed
CCM
896
Coldstream Capital Management
Washington
– -$72.1K -2,712 Closed
FFO
897
Fortitude Family Office
Arizona
– -$44K -1,654 Closed
MIM
898
Marshall Investment Management
Colorado
– -$37K -1,392 Closed
WT
899
Washington Trust
Rhode Island
– -$36K -1,353 Closed
MAS
900
MPWM Advisory Solutions
Georgia
– -$31.9K -1,200 Closed
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