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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 %
SW
176
SteelPeak Wealth
California
$5.05M +$5.05M +182,496 New
RI
177
Rinkey Investments
California
$4.86M +$3.2M +115,748 +193%
Baird Financial Group
178
Baird Financial Group
Wisconsin
$4.83M +$1.4M +50,682 +41%
CAWM
179
Capital Advisors Wealth Management
Washington
$4.81M +$664K +24,006 +16%
NFG
180
Nadler Financial Group
Illinois
$4.77M -$418K -15,096 -8%
LFP
181
Leeward Financial Partners
Washington
$4.77M +$64.4K +2,328 +1%
MSFS
182
Main Street Financial Solutions
Pennsylvania
$4.75M +$248K +8,953 +5%
SWM
183
SeaCrest Wealth Management
New York
$4.72M -$3.6K -130 -0.1%
SS
184
Sunbelt Securities
Texas
$4.65M +$31.2K +1,195 +0.7%
EFG
185
Embree Financial Group
Illinois
$4.61M -$22.4K -809 -0.5%
EFG
186
Everhart Financial Group
Ohio
$4.61M +$353K +12,740 +8%
MWM
187
Meridian Wealth Management
Kentucky
$4.54M -$135K -4,864 -3%
GBFP
188
Golden Bell Financial Planning
Georgia
$4.45M -$240K -8,687 -5%
MCCA
189
Mill Creek Capital Advisors
Pennsylvania
$4.45M +$3.34M +120,582 +299%
NDSI
190
Newman Dignan & Sheerar Inc
Rhode Island
$4.41M -$134K -4,838 -3%
LWM
191
Lighthouse Wealth Management
Ohio
$4.4M -$9.24K -334 -0.2%
DWM
192
Dakota Wealth Management
Florida
$4.35M -$618K -22,338 -12%
VBWMG
193
Von Berge Wealth Management Group
California
$4.32M +$1.92K +68 +0%
SFA
194
Sequoia Financial Advisors
Ohio
$4.25M -$2.12M -76,619 -33%
BWM
195
Brown Wealth Management
Illinois
$4.19M +$1.61M +58,030 +62%
CCG
196
Coastwise Capital Group
California
$4.15M +$725K +26,186 +21%
ACA
197
Affinity Capital Advisors
California
$4.15M -$50.8K -1,835 -1%
WA
198
Waterford Advisors
New York
$4.13M +$2.34M +190,327 +130%
WIA
199
Westbourne Investment Advisors
Maryland
$4.11M +$80.7K +2,916 +2%
RWM
200
RKL Wealth Management
Pennsylvania
$4.08M -$614K -22,204 -13%
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