SCHV icon

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 %
CWM
101
Congress Wealth Management
Massachusetts
$11M +$42.3K +1,593 +0.4%
GCP
102
Gill Capital Partners
Colorado
$10.9M +$617K +23,231 +6%
ACA
103
Ackerman Capital Advisors
Texas
$10.8M +$180K +6,766 +2%
YP
104
YANKCOM Partnership
South Dakota
$10.7M -$319K -11,985 -3%
AF
105
Allworth Financial
California
$10.6M +$6.48M +253,007 +156%
EWM
106
Empirical Wealth Management
Washington
$10.5M -$173K -6,510 -2%
Focus Partners Wealth
107
Focus Partners Wealth
Massachusetts
$10.2M +$2.87M +107,996 +39%
FFA
108
Farther Finance Advisors
California
$10.1M +$9.05M +340,474 +882%
WMWM
109
Whitaker-Myers Wealth Managers
Ohio
$10M +$527K +19,842 +6%
JJBC
110
James J. Burns & Company
New York
$9.99M +$96K +3,610 +1%
MFG
111
Merit Financial Group
Georgia
$9.87M +$9.54M +358,866 +2,844%
Pathstone Holdings
112
Pathstone Holdings
New Jersey
$9.73M +$4.88M +183,536 +100%
WP
113
WealthShield Partners
North Carolina
$9.4M +$136K +5,121 +1%
MBI
114
May Barnhard Investments
Maryland
$9.34M +$345K +12,978 +4%
CP
115
Capital Planning
Washington
$8.99M +$173K +6,514 +2%
EE
116
EWG Elevate
California
$8.98M +$160K +6,025 +2%
HG
117
Harbor Group
New Hampshire
$8.92M -$39.7K -1,492 -0.4%
WPIC
118
White Pine Investment Company
Michigan
$8.9M -$223K -8,382 -2%
OWM
119
Opes Wealth Management
California
$8.74M +$431K +16,203 +5%
BCIM
120
Bishop & Co Investment Management
Pennsylvania
$8.61M +$826K +31,090 +11%
DPI
121
Diversified Portfolios Inc
Michigan
$8.56M +$570K +21,443 +7%
US Bancorp
122
US Bancorp
Minnesota
$8.32M -$451K -16,951 -5%
WAM
123
Weinberger Asset Management
California
$8.3M -$214K -8,059 -3%
ISWM
124
Independent Solutions Wealth Management
New York
$8.13M +$289K +10,855 +4%
SF
125
Safeguard Financial
Wisconsin
$8.1M +$592K +22,270 +8%
3 4
5
6 7