We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

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: 844880 (+36)

1% more funds holding in top 10

Funds holding in top 10: 7778 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
901
Capital Advisors Inc
Oklahoma
-$321K -12,069 Closed
TWM
902
TriaGen Wealth Management
California
-$300K -11,295 Closed
PA
903
PFG Advisors
Arizona
-$270K -10,155 Closed
Empower Advisory Group
904
Empower Advisory Group
Colorado
-$223K -8,376 Closed
TSS
905
Two Sigma Securities
New York
-$221K -8,331 Closed
AP
906
Appleton Partners
Massachusetts
-$211K -7,920 Closed
CPA
907
Capital Performance Advisors
California
-$210K -7,895 Closed
FMWA
908
Forvis Mazars Wealth Advisors
Missouri
-$209K -7,857 Closed
DWM
909
Destination Wealth Management
California
-$209K -7,850 Closed
WF
910
WinCap Financial
Massachusetts
-$203K -7,621 Closed
WF
911
Wayfinding Financial
Washington
-$163K -6,162 Closed
NP
912
NorthRock Partners
Minnesota
-$99K -3,724 Closed
CCM
913
Coldstream Capital Management
Washington
-$72.1K -2,712 Closed
FFO
914
Fortitude Family Office
Arizona
-$44K -1,654 Closed
MIM
915
Marshall Investment Management
Colorado
-$37K -1,392 Closed
WT
916
Washington Trust
Rhode Island
-$36K -1,353 Closed
MAS
917
MPWM Advisory Solutions
Georgia
-$31.9K -1,200 Closed
FMII
918
Farmers & Merchants Investments Inc
Nebraska
-$26.1K -981 Closed
LWANC
919
Laurel Wealth Advisors (North Carolina)
North Carolina
-$24.3K -915 Closed
AT
920
Arlington Trust
Alabama
-$23.4K -879 Closed
BF
921
BOK Financial
Oklahoma
-$19.5K -735 Closed
EWM
922
Evermay Wealth Management
Virginia
-$12K -450 Closed
SC
923
Swan Capital
Florida
-$11.4K -429 Closed
LC
924
Luminist Capital
Michigan
-$10.4K -392 Closed
GFPC
925
Global Financial Private Client
Florida
-$8.85K -333 Closed

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.