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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 %
LFP
176
Leeward Financial Partners
Washington
$4.52M +$16.1K +604 +0.4%
RWM
177
RKL Wealth Management
Pennsylvania
$4.51M -$510K -19,206 -10%
GBFP
178
Golden Bell Financial Planning
Georgia
$4.51M -$256K -9,646 -5%
MWM
179
Meridian Wealth Management
Kentucky
$4.49M +$143K +5,397 +3%
EFG
180
Embree Financial Group
Illinois
$4.45M +$47.5K +1,786 +1%
NDSI
181
Newman Dignan & Sheerar Inc
Rhode Island
$4.37M -$391K -14,708 -8%
MSFS
182
Main Street Financial Solutions
Pennsylvania
$4.33M +$579K +21,791 +15%
DAS
183
Dynamic Advisor Solutions
Arizona
$4.29M +$4.29M +161,217 New
CWM
184
Cadence Wealth Management
Massachusetts
$4.27M +$943K +35,471 +28%
LWM
185
Lighthouse Wealth Management
Ohio
$4.23M +$104K +3,897 +3%
EFG
186
Everhart Financial Group
Ohio
$4.09M +$38.7K +1,456 +1%
CAWM
187
Capital Advisors Wealth Management
Washington
$3.98M +$216K +8,133 +6%
VBWMG
188
Von Berge Wealth Management Group
California
$3.93M +$81.7K +3,189 +2%
TC
189
TownSquare Capital
Utah
$3.9M +$56K +2,108 +1%
WA
190
Waterford Advisors
New York
$3.88M -$60.4K -2,271 -2%
WIA
191
Westbourne Investment Advisors
Maryland
$3.87M +$298K +11,197 +8%
PFA
192
Pinnacle Family Advisors
Missouri
$3.86M +$1.85M +69,707 +92%
BBPWM
193
Blue Bell Private Wealth Management
Pennsylvania
$3.84M -$6.35K -239 -0.2%
RIA
194
Retirement Investment Advisors
Oklahoma
$3.83M +$62.3K +2,343 +2%
AFTS
195
American Financial & Tax Strategies
New York
$3.82M -$308K -11,578 -7%
EWA
196
EP Wealth Advisors
California
$3.77M -$187K -7,024 -5%
ACA
197
Affinity Capital Advisors
California
$3.77M -$35.7K -1,437 -0.9%
GFWA
198
Grey Fox Wealth Advisors
Delaware
$3.76M +$553K +20,797 +17%
WF
199
Warner Financial
Maryland
$3.64M +$221K +8,330 +6%
AWG
200
Altus Wealth Group
Colorado
$3.6M +$111K +4,177 +3%
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