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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

862 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, 267 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
862
Holders Change
+35
Holders Change %
+4.23%
% of All Funds
11.56%
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
331
Reduced
267
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
$1.19B
2
ETC
Exchange Traded Concepts
Oklahoma
$30.1M
3
MGIA
Moneta Group Investment Advisors
Missouri
$126M
4
MFG
Merit Financial Group
Georgia
$23.6M
5
UBS Group
UBS Group
Switzerland
$65.5M

Top Sellers

1
WIA
World Investment Advisors
California
$3.8M
2
FCI
Financial Counselors Inc
Kansas
$20.8M
3
PCIA
Prime Capital Investment Advisors
Kansas
$22.2M
4
GWM
Geneos Wealth Management
Colorado
$15.9M
5
Financial Engines Advisors
Financial Engines Advisors
California
$1.46B
Name Holding Trade Value Shares
Change 		Shares
Change %
SDWMA
126
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.19M +$2.9M +104,747 +55%
US Bancorp
127
US Bancorp
Minnesota
$7.91M -$750K -27,106 -9%
TWM
128
Thrive Wealth Management
Pennsylvania
$7.88M +$1.23M +44,502 +19%
GPFA
129
Game Plan Financial Advisors
Ohio
$7.88M +$2M +68,564 +34%
CKAIS
130
Christensen King & Associates Investment Services
Washington
$7.82M -$93.4K -3,375 -1%
RGF
131
Retirement Guys Formula
Ohio
$7.79M +$7.79M +281,500 New
NFG
132
Northeast Financial Group
Pennsylvania
$7.62M +$1.89M +68,303 +33%
CMP
133
Courage Miller Partners
Virginia
$7.58M +$158K +5,727 +2%
EWA
134
Exencial Wealth Advisors
Oklahoma
$7.45M +$524K +18,929 +8%
IWC
135
Integrated Wealth Concepts
Massachusetts
$7.19M +$107K +3,876 +2%
Pathstone Holdings
136
Pathstone Holdings
New Jersey
$7.04M -$924K -42,479 -12%
MMHP
137
Murphy Middleton Hinkle & Parker
Georgia
$7.02M – – –
CI
138
Conning Inc
Connecticut
$7.02M – – –
GIA
139
Gladstone Institutional Advisory
Florida
$7.02M +$219K +7,897 +3%
EWA
140
EP Wealth Advisors
California
$6.88M +$2.95M +106,603 +75%
PSCM
141
Per Stirling Capital Management
Texas
$6.79M +$290K +10,485 +4%
CAM
142
Cresset Asset Management
Illinois
$6.75M -$115K -4,168 -2%
SAI
143
Savvy Advisors Inc
New York
$6.59M +$6.59M +238,046 New
CM
144
Columbus Macro
Pennsylvania
$6.56M -$353K -12,748 -5%
BAM
145
Berkshire Asset Management
Pennsylvania
$6.48M +$118K +4,257 +2%
FF
146
Friday Financial
Iowa
$6.34M -$77.3K -2,792 -1%
VWA
147
Visionary Wealth Advisors
Illinois
$6.28M +$595K +21,506 +10%
PMG
148
ProVise Management Group
Florida
$6.25M -$101K -3,661 -2%
BCM
149
Brookstone Capital Management
Illinois
$6.24M +$72.5K +2,619 +1%
BCI
150
Brinker Capital Investments
Pennsylvania
$6.24M -$96.2K -3,477 -2%
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