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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 %
AWM
201
Apex Wealth Management
New Hampshire
$4.08M +$4.08M +147,405 New
RIA
202
Retirement Investment Advisors
Oklahoma
$4.01M +$14.7K +530 +0.4%
IWA
203
IVC Wealth Advisors
Pennsylvania
$3.97M -$3.18M -115,042 -44%
BBPWM
204
Blue Bell Private Wealth Management
Pennsylvania
$3.96M -$39.5K -1,429 -1%
WF
205
Warner Financial
Maryland
$3.88M +$85.8K +3,102 +2%
AFTS
206
American Financial & Tax Strategies
New York
$3.87M -$103K -3,724 -3%
CPRC
207
Consolidated Portfolio Review Corp
New York
$3.85M +$175K +6,316 +5%
WIA
208
World Investment Advisors
California
$3.8M -$26.7M -965,737 -88%
DP
209
DDD Partners
Washington
$3.65M +$66.9K +2,418 +2%
LIM
210
Leavell Investment Management
Alabama
$3.59M -$33.2K -1,199 -0.9%
AA
211
Apriem Advisors
California
$3.57M -$39.4K -1,425 -1%
KWA
212
Kingswood Wealth Advisors
California
$3.55M +$163K +5,898 +5%
AWG
213
Altus Wealth Group
Colorado
$3.52M -$230K -8,315 -6%
LIA
214
LifePlan Investment Advisors
North Carolina
$3.51M -$14K -506 -0.4%
BOPW
215
Brandywine Oak Private Wealth
Pennsylvania
$3.51M +$151K +5,455 +4%
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$3.49M +$164K +5,925 +5%
KAS
217
KPP Advisory Services
Kentucky
$3.46M +$126K +4,565 +4%
OFS
218
OneAscent Financial Services
Alabama
$3.45M +$3.45M +124,491 New
SWP
219
Sagespring Wealth Partners
Tennessee
$3.36M +$3.36M +121,260 New
MWM
220
Modera Wealth Management
New Jersey
$3.34M +$11.2K +404 +0.3%
JGCM
221
Joseph Group Capital Management
Ohio
$3.33M +$242K +8,741 +8%
Truist Financial
222
Truist Financial
North Carolina
$3.31M +$32.3K +1,167 +1%
NSAM
223
North Star Asset Management
Wisconsin
$3.26M -$117K -4,211 -3%
BCM
224
Barden Capital Management
Texas
$3.23M -$59.5K -2,150 -2%
Stifel Financial
225
Stifel Financial
Missouri
$3.18M +$132K +4,785 +4%
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