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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 %
AF
101
Allworth Financial
California
$12.1M +$602K +21,765 +5%
YP
102
YANKCOM Partnership
South Dakota
$11.9M +$749K +27,072 +7%
RWP
103
RWA Wealth Partners
Massachusetts
$11.5M +$3.76M +135,959 +48%
ACA
104
Ackerman Capital Advisors
Texas
$11.5M +$254K +9,169 +2%
FFA
105
Farther Finance Advisors
California
$11.2M +$760K +27,457 +7%
GCP
106
Gill Capital Partners
Colorado
$11.2M -$185K -6,696 -2%
SAMC
107
Spectrum Asset Management (California)
California
$10.9M -$5.56M -200,794 -34%
EWM
108
Empirical Wealth Management
Washington
$10.8M -$127K -4,590 -1%
IAN
109
Integrated Advisors Network
Texas
$10.7M -$2.61M -94,325 -20%
JJBC
110
James J. Burns & Company
New York
$10.5M +$113K +4,068 +1%
DPI
111
Diversified Portfolios Inc
Michigan
$10.5M +$1.56M +56,414 +18%
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$10.2M -$6.05M -218,692 -37%
CWM
113
Congress Wealth Management
Massachusetts
$9.75M -$1.71M -61,803 -15%
EE
114
EWG Elevate
California
$9.71M +$369K +13,338 +4%
MBI
115
May Barnhard Investments
Maryland
$9.71M -$14.2K -513 -0.1%
WP
116
WealthShield Partners
North Carolina
$9.64M -$145K -5,224 -1%
OWM
117
Opes Wealth Management
California
$9.52M +$417K +15,084 +5%
BCIM
118
Bishop & Co Investment Management
Pennsylvania
$9.5M +$537K +19,418 +6%
FA
119
Fiduciary Alliance
South Carolina
$9.26M +$9.26M +334,791 New
HG
120
Harbor Group
New Hampshire
$9.22M -$64.3K -2,323 -0.7%
WPIC
121
White Pine Investment Company
Michigan
$9.08M -$176K -6,353 -2%
HSA
122
HBK Sorce Advisory
Pennsylvania
$8.68M +$544K +19,659 +7%
TWP
123
Total Wealth Planning
Ohio
$8.65M +$756K +27,318 +10%
ISWM
124
Independent Solutions Wealth Management
New York
$8.63M +$167K +6,028 +2%
WAM
125
Weinberger Asset Management
California
$8.31M -$328K -11,837 -4%
3 4
5
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