SCHV icon

Schwab US Large-Cap Value ETF

830 hedge funds and large institutions have $8.86B 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, 280 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
74
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
PFWA
151
Paces Ferry Wealth Advisors
Georgia
$5.76M
IFS
152
Ifrah Financial Services
Arkansas
$5.76M
Fidelity Investments
153
Fidelity Investments
Massachusetts
$5.73M
FFA
154
Florida Financial Advisors
Florida
$5.7M
GWS
155
Glassman Wealth Services
Virginia
$5.6M
NFG
156
Northeast Financial Group
Pennsylvania
$5.51M
BAMG
157
Brand Asset Management Group
Missouri
$5.51M
PFA
158
Petra Financial Advisors
Colorado
$5.46M
VWA
159
Visionary Wealth Advisors
Illinois
$5.46M
CAG
160
Curtis Advisory Group
California
$5.41M
OCM
161
One Capital Management
California
$5.39M
SKK
162
Shepherd Kaplan Krochuk
Massachusetts
$5.38M
GPFA
163
Game Plan Financial Advisors
Ohio
$5.35M
GB
164
Gunma Bank
Japan
$5.31M
AC
165
Avant Capital
Louisiana
$5.29M
PIA
166
Panoramic Investment Advisors
Colorado
$5.2M
SDWMA
167
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.08M
NFG
168
Nadler Financial Group
Illinois
$4.99M
SWM
169
SpringVest Wealth Management
Texas
$4.93M
CPA
170
Cathy Pareto & Associates
Florida
$4.83M
DWM
171
Dakota Wealth Management
Florida
$4.77M
SS
172
Sunbelt Securities
Texas
$4.7M
PPH
173
Pure Portfolios Holdings
Oregon
$4.64M
CFA
174
Cahill Financial Advisors
Minnesota
$4.55M
SWM
175
SeaCrest Wealth Management
New York
$4.54M