SCHV icon

Schwab US Large-Cap Value ETF

866 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, 331 increasing their positions, 270 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
866
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
101
Allworth Financial
California
$12.1M
YP
102
YANKCOM Partnership
South Dakota
$11.9M
RWP
103
RWA Wealth Partners
Massachusetts
$11.5M
ACA
104
Ackerman Capital Advisors
Texas
$11.5M
FFA
105
Farther Finance Advisors
California
$11.2M
GCP
106
Gill Capital Partners
Colorado
$11.2M
SAMC
107
Spectrum Asset Management (California)
California
$10.9M
EWM
108
Empirical Wealth Management
Washington
$10.8M
IAN
109
Integrated Advisors Network
Texas
$10.7M
JJBC
110
James J. Burns & Company
New York
$10.5M
DPI
111
Diversified Portfolios Inc
Michigan
$10.5M
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$10.2M
CWM
113
Congress Wealth Management
Massachusetts
$9.75M
EE
114
EWG Elevate
California
$9.71M
MBI
115
May Barnhard Investments
Maryland
$9.71M
WP
116
WealthShield Partners
North Carolina
$9.64M
OWM
117
Opes Wealth Management
California
$9.52M
BCIM
118
Bishop & Co Investment Management
Pennsylvania
$9.5M
FA
119
Fiduciary Alliance
South Carolina
$9.26M
HG
120
Harbor Group
New Hampshire
$9.22M
WPIC
121
White Pine Investment Company
Michigan
$9.08M
HSA
122
HBK Sorce Advisory
Pennsylvania
$8.68M
TWP
123
Total Wealth Planning
Ohio
$8.65M
ISWM
124
Independent Solutions Wealth Management
New York
$8.63M
WAM
125
Weinberger Asset Management
California
$8.31M