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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 %
PP
151
PrairieView Partners
Minnesota
$6.19M -$95.1K -3,436 -2%
PFWA
152
Paces Ferry Wealth Advisors
Georgia
$6.01M +$11.2K +406 +0.2%
LTL
153
Lowery Thomas LLC
California
$6M -$66.8K -2,415 -1%
IFS
154
Ifrah Financial Services
Arkansas
$5.99M -$1.83K -66 -0%
WRPWM
155
Werba Rubin Papier Wealth Management
California
$5.83M -$310K -11,194 -5%
CAG
156
Curtis Advisory Group
California
$5.8M +$161K +5,802 +3%
GWS
157
Glassman Wealth Services
Virginia
$5.76M -$69.1K -2,496 -1%
VFS
158
Valpey Financial Services
New Hampshire
$5.73M +$5.73M +206,929 New
Fidelity Investments
159
Fidelity Investments
Massachusetts
$5.71M -$252K -9,096 -4%
FFA
160
Florida Financial Advisors
Florida
$5.71M -$224K -8,108 -4%
PIA
161
Panoramic Investment Advisors
Colorado
$5.7M +$285K +10,311 +5%
PFA
162
Petra Financial Advisors
Colorado
$5.69M +$6.86K +248 +0.1%
AC
163
Avant Capital
Louisiana
$5.53M +$23.8K +861 +0.4%
GB
164
Gunma Bank
Japan
$5.53M – – –
SKK
165
Shepherd Kaplan Krochuk
Massachusetts
$5.51M -$81.7K -2,953 -1%
PPH
166
Pure Portfolios Holdings
Oregon
$5.49M +$658K +23,791 +14%
OCM
167
One Capital Management
California
$5.49M -$119K -4,316 -2%
BAMG
168
Brand Asset Management Group
Missouri
$5.49M -$247K -8,923 -4%
Corient Private Wealth
169
Corient Private Wealth
Florida
$5.43M +$3.33M +120,320 +158%
SWM
170
SpringVest Wealth Management
Texas
$5.4M +$276K +9,962 +5%
CPA
171
Cathy Pareto & Associates
Florida
$5.34M +$310K +11,198 +6%
CWM
172
Cadence Wealth Management
Massachusetts
$5.27M +$818K +29,548 +18%
SF
173
Summit Financial
New Jersey
$5.22M +$4.05M +146,517 +348%
CFA
174
Cahill Financial Advisors
Minnesota
$5.09M +$358K +12,956 +8%
GFWA
175
Grey Fox Wealth Advisors
Delaware
$5.06M +$1.15M +41,550 +29%
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