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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 %
DP
76
Denver PWM
Colorado
$17M +$1.28M +48,089 +8%
GC
77
Garde Capital
Washington
$16.7M +$12.9K +486 +0.1%
CIA
78
Cape Investment Advisory
Georgia
$16M -$184K -6,910 -1%
SAMC
79
Spectrum Asset Management (California)
California
$15.8M +$317K +11,911 +2%
KNFPWM
80
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$15.8M +$1.14M +43,289 +8%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$15.6M +$1.11M +41,581 +8%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$15.6M +$2.87M +107,908 +23%
PWM
83
Perigon Wealth Management
California
$15.5M +$361K +13,569 +2%
CWA
84
Cornerstone Wealth Advisors
Minnesota
$15.3M -$85.6K -3,220 -0.6%
EFG
85
Ethos Financial Group
Pennsylvania
$15.3M – – –
MA
86
Mutual Advisors
Nebraska
$15.2M +$123K +4,801 +0.8%
Raymond James Financial
87
Raymond James Financial
Florida
$14.9M +$188K +7,069 +1%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$14.4M +$6.97M +262,399 +94%
WAP
89
Wealthcare Advisory Partners
Pennsylvania
$14.2M -$153K -5,755 -1%
MWA
90
Martel Wealth Advisors
Washington
$14.1M +$211K +7,935 +2%
WA
91
Waverly Advisors
Alabama
$14.1M +$8.46M +318,276 +149%
KAS
92
Kestra Advisory Services
Texas
$14.1M -$5.66M -212,938 -29%
GSIS
93
Global Strategic Investment Solutions
Arizona
$14M -$132K -4,948 -0.9%
UWM
94
USAdvisors Wealth Management
Minnesota
$13.9M +$45.3K +1,703 +0.3%
BHB
95
Bank Hapoalim BM
Israel
$13.4M – – –
SF
96
Seek First
California
$12.9M +$12.9M +483,938 New
IAN
97
Integrated Advisors Network
Texas
$12.8M +$115K +4,337 +0.9%
LC
98
LCNB Corp
Ohio
$12.7M +$95.8K +3,603 +0.8%
GB
99
Goepper Burkhardt
South Carolina
$12.3M -$500K -18,802 -4%
BWL
100
Bogart Wealth LLC
Virginia
$12M +$24.6K +927 +0.2%
2 3
4
5 6