SCHV icon

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 %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$18.2M +$178K +6,441 +1%
SFA
77
Seneca Financial Advisors
New York
$18.1M -$958K -34,632 -5%
JC
78
JBGlobal.com
New York
$17.5M -$310K -11,218 -2%
KNFPWM
79
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$17.1M +$521K +18,837 +3%
MA
80
Mutual Advisors
Nebraska
$17.1M +$196K +6,904 +1%
GC
81
Garde Capital
Washington
$17M -$433K -15,661 -2%
CIA
82
Cape Investment Advisory
Georgia
$16.7M +$37.6K +1,358 +0.2%
UWM
83
USAdvisors Wealth Management
Minnesota
$16.4M +$1.9M +68,547 +13%
CWA
84
Cornerstone Wealth Advisors
Minnesota
$16.2M +$228K +8,226 +1%
WA
85
Waverly Advisors
Alabama
$16.1M +$1.39M +50,108 +9%
PWM
86
Perigon Wealth Management
California
$16.1M -$119K -4,295 -0.7%
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$15.9M -$12.3M -443,404 -43%
GWM
88
Geneos Wealth Management
Colorado
$15.9M -$18.9M -682,647 -54%
Raymond James Financial
89
Raymond James Financial
Florida
$15.8M +$344K +12,429 +2%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$15.5M -$3.68M -133,123 -19%
LC
91
LCNB Corp
Ohio
$15.2M +$1.98M +71,562 +15%
GSIS
92
Global Strategic Investment Solutions
Arizona
$14.8M +$236K +8,531 +2%
MWA
93
Martel Wealth Advisors
Washington
$14.4M -$276K -9,988 -2%
SF
94
Seek First
California
$14.3M +$946K +34,193 +7%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$13.6M -$1.37M -49,648 -9%
WMWM
96
Whitaker-Myers Wealth Managers
Ohio
$13.5M +$3.09M +111,536 +30%
BHB
97
Bank Hapoalim BM
Israel
$13.4M – – –
RF
98
rebel Financial
Ohio
$13.2M +$13.2M +477,459 New
GB
99
Goepper Burkhardt
South Carolina
$12.9M +$48.2K +1,742 +0.4%
BWL
100
Bogart Wealth LLC
Virginia
$12.7M +$189K +6,848 +2%
2 3
4
5 6