Schwab US Large-Cap Value ETF
SCHV
846 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 77 funds opening new positions, 324 increasing their positions, 286 reducing their positions, and 42 closing their positions.
83% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 42
13% more repeat investments, than reductions
Existing positions increased: 324 | Existing positions reduced: 286
3% more funds holding in top 10
Funds holding in top 10: 75 → 77 (+2)
2% more funds holding
Funds holding: 826 → 846 (+20)
1.38% more ownership
Funds ownership: 73.29% → 74.67% (+1.4%)
3% more capital invested
Capital invested by funds: $8.56B → $8.86B (+$296M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$46.4M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$28.2M |
| 3 |
MG
Mather Group
Chicago,
Illinois
|
+$27.5M |
| 4 |
TFA
Teamwork Financial Advisors
San Antonio,
Texas
|
+$18.3M |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$17.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$56.6M |
| 2 |
Goldman Sachs
New York
|
-$19.4M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$17.2M |
| 4 |
SWM
Stark Wealth Management
Bethlehem,
Pennsylvania
|
-$16.2M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$11.7M |
SCHV Hedge Fund Activity: Q1 2025 in Review
846 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q1 2025, worth a combined $8.86B — up 3.5% from $8.56B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new SCHV positions and 42 closed out — a net gain of 35 holders — while 324 added to existing stakes and 286 trimmed.
The largest buyer was SEI Investments, adding an estimated $46.4M. The largest seller was Financial Engines Advisors, cutting an estimated $56.6M.
- 846 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q1 2025, up from 826 in Q4 2024.
- Funds reported $8.86B of Schwab US Large-Cap Value ETF stock for Q1 2025, up 3.5% quarter-over-quarter.
- 77 funds opened new Schwab US Large-Cap Value ETF positions in Q1 2025 and 42 closed out, a net change of +35 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q1 2025 was SEI Investments, an estimated $46.4M added.
- The largest Schwab US Large-Cap Value ETF seller in Q1 2025 was Financial Engines Advisors, an estimated $56.6M sold.
Based on aggregated 13F filings for Q1 2025.