SCHV icon

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 %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.42B -$56M -2,108,084 -4%
SEI Investments
2
SEI Investments
Pennsylvania
$1.08B +$45.9M +1,727,256 +4%
MG
3
Mather Group
Illinois
$877M +$27.2M +1,023,250 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$438M +$14.9M +562,331 +4%
Osaic Holdings
5
Osaic Holdings
Arizona
$307M +$9.27M +348,930 +3%
APP
6
Avantax Planning Partners
Iowa
$267M +$2.64M +99,438 +1%
Mariner
7
Mariner
Kansas
$219M +$7.89M +296,791 +4%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$185M -$17M -639,034 -8%
Betterment LLC
9
Betterment LLC
New York
$119M -$5.01M -188,532 -4%
GAM
10
Gemmer Asset Management
California
$115M +$3.18M +119,809 +3%
MGIA
11
Moneta Group Investment Advisors
Missouri
$102M +$10.9M +410,364 +12%
LPL Financial
12
LPL Financial
California
$93.7M +$759K +28,552 +0.8%
SC
13
Savant Capital
Illinois
$87.9M -$4.02M -151,384 -4%
RRWA
14
Rainey & Randall Wealth Advisors
Florida
$77.5M +$972K +36,567 +1%
MAG
15
Mokosak Advisory Group
Iowa
$76.2M +$1.83M +68,730 +2%
FA
16
Financial Advisors
Massachusetts
$71.8M -$643K -24,193 -0.9%
Morgan Stanley
17
Morgan Stanley
New York
$68.5M +$5.07M +190,614 +8%
KF
18
Krilogy Financial
Missouri
$59.6M +$1.04M +39,113 +2%
HighTower Advisors
19
HighTower Advisors
Illinois
$59.2M +$294K +11,079 +0.5%
FPAS
20
Focus Partners Advisor Solutions
Missouri
$51.3M -$1.27M -47,924 -2%
UBS Group
21
UBS Group
Switzerland
$51.1M +$2.77M +104,328 +6%
CI
22
CX Institutional
Indiana
$50.7M +$1.76M +66,136 +4%
UCFA
23
United Capital Financial Advisors
Texas
$50.1M -$385K -14,469 -0.8%
AAS
24
Avantax Advisory Services
Texas
$46.7M +$3.01M +113,221 +7%
Bank of America
25
Bank of America
North Carolina
$46M -$1.5M -56,346 -3%
1
2 3 4 5