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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

859 hedge funds and large institutions have $9.37B invested in Schwab US Large-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 330 increasing their positions, 266 reducing their positions, and 45 closing their positions.

Holders
859
Holders Change
+32
Holders Change %
+3.87%
% of All Funds
11.53%
Holding in Top 10
75
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.35%
% of All Funds
1.01%
New
90
Increased
330
Reduced
266
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$1.19B
2
ETC
2
Exchange Traded Concepts
Oklahoma
$30.1M
3
MT
3
Midwest Trust
Kansas
$26.2M
4
MGIA
4
Moneta Group Investment Advisors
Missouri
$126M
5
MFG
5
Merit Financial Group
Georgia
$23.6M

Top Sellers

1
WIA
1
World Investment Advisors
California
$3.8M
2
FCI
2
Financial Counselors Inc
Kansas
$20.8M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$22.2M
4
GWM
4
Geneos Wealth Management
Colorado
$15.9M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$1.46B
Name Market Value Shares Shares
Change 		Shares
Change %
AF
101
Allworth Financial
California
$12.1M 436,697 +21,765 +5%
YP
102
YANKCOM Partnership
South Dakota
$11.9M 431,200 +27,072 +7%
RWP
103
RWA Wealth Partners
Massachusetts
$11.5M 417,376 +135,959 +48%
ACA
104
Ackerman Capital Advisors
Texas
$11.5M 415,563 +9,169 +2%
FFA
105
Farther Finance Advisors
California
$11.2M 406,546 +27,457 +7%
GCP
106
Gill Capital Partners
Colorado
$11.2M 404,450 -6,696 -2%
SAMC
107
Spectrum Asset Management (California)
California
$10.9M 393,646 -200,794 -34%
EWM
108
Empirical Wealth Management
Washington
$10.8M 390,508 -4,590 -1%
IAN
109
Integrated Advisors Network
Texas
$10.7M 387,017 -94,325 -20%
JJBC
110
James J. Burns & Company
New York
$10.5M 380,088 +4,068 +1%
DPI
111
Diversified Portfolios Inc
Michigan
$10.5M 378,478 +56,414 +18%
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$10.2M 369,145 -218,692 -37%
CWM
113
Congress Wealth Management
Massachusetts
$9.75M 352,275 -61,803 -15%
EE
114
EWG Elevate
California
$9.71M 351,064 +13,338 +4%
MBI
115
May Barnhard Investments
Maryland
$9.71M 350,876 -513 -0.1%
WP
116
WealthShield Partners
North Carolina
$9.64M 348,502 -5,224 -1%
OWM
117
Opes Wealth Management
California
$9.52M 343,935 +15,084 +5%
BCIM
118
Bishop & Co Investment Management
Pennsylvania
$9.5M 343,274 +19,418 +6%
FA
119
Fiduciary Alliance
South Carolina
$9.26M 334,791 +334,791 New
HG
120
Harbor Group
New Hampshire
$9.22M 333,360 -2,323 -0.7%
WPIC
121
White Pine Investment Company
Michigan
$9.08M 328,315 -6,353 -2%
HSA
122
HBK Sorce Advisory
Pennsylvania
$8.68M 313,740 +19,659 +7%
TWP
123
Total Wealth Planning
Ohio
$8.65M 312,556 +27,318 +10%
ISWM
124
Independent Solutions Wealth Management
New York
$8.63M 312,063 +6,028 +2%
WAM
125
Weinberger Asset Management
California
$8.31M 300,487 -11,837 -4%
3 4
5
6 7