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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 %
CW
201
CreativeOne Wealth
Kansas
$3.59M +$1.23M +46,221 +52%
CPRC
202
Consolidated Portfolio Review Corp
New York
$3.53M +$171K +6,422 +5%
LIM
203
Leavell Investment Management
Alabama
$3.48M -$73.3K -2,758 -2%
AA
204
Apriem Advisors
California
$3.46M +$89.6K +3,370 +3%
DP
205
DDD Partners
Washington
$3.44M +$83.5K +3,142 +2%
LIA
206
LifePlan Investment Advisors
North Carolina
$3.39M -$36.2K -1,362 -1%
ATWA
207
Arbor Trust Wealth Advisors
Michigan
$3.3M -$67.3K -2,531 -2%
SCM
208
Saxony Capital Management
Missouri
$3.29M +$3.29M +123,908 New
Baird Financial Group
209
Baird Financial Group
Wisconsin
$3.29M -$145K -5,464 -4%
CCG
210
Coastwise Capital Group
California
$3.29M +$79.1K +2,976 +2%
KWA
211
Kingswood Wealth Advisors
California
$3.25M -$7.47K -281 -0.2%
NSAM
212
North Star Asset Management
Wisconsin
$3.24M +$114K +4,283 +4%
BOPW
213
Brandywine Oak Private Wealth
Pennsylvania
$3.23M – – –
ZRP
214
Zynergy Retirement Planning
New Jersey
$3.22M +$2.05M +78,739 +176%
KAS
215
KPP Advisory Services
Kentucky
$3.2M +$230K +8,636 +8%
MWM
216
Modera Wealth Management
New Jersey
$3.2M +$163K +6,132 +5%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$3.2M -$119K -4,460 -4%
BCM
218
Barden Capital Management
Texas
$3.16M +$38.2K +1,439 +1%
Truist Financial
219
Truist Financial
North Carolina
$3.15M +$112K +4,231 +4%
GWA
220
GGM Wealth Advisors
Maryland
$3.15M -$32.9K -1,281 -1%
SWP
221
Stratos Wealth Partners
Ohio
$3.12M +$212K +7,973 +7%
SCM
222
SCS Capital Management
Massachusetts
$3.08M +$3.08M +115,739 New
SCM
223
Steele Capital Management
Iowa
$3.02M -$47.7K -1,795 -2%
JGCM
224
Joseph Group Capital Management
Ohio
$2.97M +$512K +19,257 +21%
DE
225
Diversified Enterprises
Delaware
$2.97M +$1.94M +72,900 +188%
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