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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 %
PFWA
151
Paces Ferry Wealth Advisors
Georgia
$5.76M -$53.1K -1,999 -0.9%
IFS
152
Ifrah Financial Services
Arkansas
$5.76M -$108K -4,081 -2%
Fidelity Investments
153
Fidelity Investments
Massachusetts
$5.73M +$744K +27,981 +15%
FFA
154
Florida Financial Advisors
Florida
$5.7M -$1.04M -38,965 -15%
GWS
155
Glassman Wealth Services
Virginia
$5.6M -$52.6K -1,978 -0.9%
NFG
156
Northeast Financial Group
Pennsylvania
$5.51M +$759K +28,553 +16%
BAMG
157
Brand Asset Management Group
Missouri
$5.51M -$674K -25,343 -11%
PFA
158
Petra Financial Advisors
Colorado
$5.46M +$198K +7,449 +4%
VWA
159
Visionary Wealth Advisors
Illinois
$5.46M -$101K -3,793 -2%
CAG
160
Curtis Advisory Group
California
$5.41M -$622K -23,393 -10%
OCM
161
One Capital Management
California
$5.39M -$503K -18,918 -9%
SKK
162
Shepherd Kaplan Krochuk
Massachusetts
$5.38M +$15.1K +568 +0.3%
GPFA
163
Game Plan Financial Advisors
Ohio
$5.35M -$2.02M -75,895 -27%
GB
164
Gunma Bank
Japan
$5.31M -$1.07M -40,306 -17%
AC
165
Avant Capital
Louisiana
$5.29M +$110K +4,131 +2%
PIA
166
Panoramic Investment Advisors
Colorado
$5.2M +$15.3K +576 +0.3%
SDWMA
167
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.08M +$26.1K +981 +0.5%
NFG
168
Nadler Financial Group
Illinois
$4.99M +$119K +4,475 +2%
SWM
169
SpringVest Wealth Management
Texas
$4.93M -$66.4K -2,499 -1%
CPA
170
Cathy Pareto & Associates
Florida
$4.83M +$11.9K +448 +0.2%
DWM
171
Dakota Wealth Management
Florida
$4.77M +$319K +11,990 +7%
SS
172
Sunbelt Securities
Texas
$4.7M -$87.5K -3,292 -2%
PPH
173
Pure Portfolios Holdings
Oregon
$4.64M +$789K +29,678 +20%
CFA
174
Cahill Financial Advisors
Minnesota
$4.55M -$121K -4,542 -3%
SWM
175
SeaCrest Wealth Management
New York
$4.54M -$89.9K -3,381 -2%
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