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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 %
HSA
126
HBK Sorce Advisory
Pennsylvania
$7.82M +$132K +4,962 +2%
CKAIS
127
Christensen King & Associates Investment Services
Washington
$7.67M +$128K +4,778 +2%
TWP
128
Total Wealth Planning
Ohio
$7.58M -$198K -7,440 -3%
RWP
129
RWA Wealth Partners
Massachusetts
$7.48M +$53.9K +2,029 +0.7%
CMP
130
Courage Miller Partners
Virginia
$7.13M +$192K +7,210 +3%
MMHP
131
Murphy Middleton Hinkle & Parker
Georgia
$7.02M +$266K +9,999 +4%
IWA
132
IVC Wealth Advisors
Pennsylvania
$6.88M -$673K -25,327 -9%
IWC
133
Integrated Wealth Concepts
Massachusetts
$6.8M +$370K +13,907 +6%
CI
134
Conning Inc
Connecticut
$6.74M +$1.01M +37,928 +18%
EWA
135
Exencial Wealth Advisors
Oklahoma
$6.65M +$105K +3,933 +2%
CM
136
Columbus Macro
Pennsylvania
$6.64M -$135K -5,078 -2%
CAM
137
Cresset Asset Management
Illinois
$6.6M +$96.2K +3,618 +1%
GIA
138
Gladstone Institutional Advisory
Florida
$6.53M -$7.5K -282 -0.1%
TWM
139
Thrive Wealth Management
Pennsylvania
$6.39M -$626K -23,568 -9%
PSCM
140
Per Stirling Capital Management
Texas
$6.24M +$213K +8,025 +4%
FF
141
Friday Financial
Iowa
$6.2M +$123K +4,615 +2%
SFA
142
Sequoia Financial Advisors
Ohio
$6.12M +$348K +13,095 +6%
PMG
143
ProVise Management Group
Florida
$6.1M -$233K -8,762 -4%
BCI
144
Brinker Capital Investments
Pennsylvania
$6.09M -$973K -36,623 -14%
OPS
145
Orion Portfolio Solutions
Nebraska
$6.09M -$973K -36,623 -14%
PP
146
PrairieView Partners
Minnesota
$6.03M -$439K -16,518 -7%
BAM
147
Berkshire Asset Management
Pennsylvania
$6.02M -$1.26M -47,901 -17%
BCM
148
Brookstone Capital Management
Illinois
$5.93M +$2.15M +80,999 +57%
WRPWM
149
Werba Rubin Papier Wealth Management
California
$5.9M +$642K +24,161 +12%
LTL
150
Lowery Thomas LLC
California
$5.83M +$21.5K +809 +0.4%
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