Schwab US Large-Cap Value ETF
SCHV
880 hedge funds and large institutions have $9.43B invested in Schwab US Large-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 338 increasing their positions, 271 reducing their positions, and 49 closing their positions.
92% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 49
25% more repeat investments, than reductions
Existing positions increased: 338 | Existing positions reduced: 271
6% more capital invested
Capital invested by funds: $8.88B → $9.43B (+$550M)
4% more funds holding
Funds holding: 844 → 880 (+36)
1% more funds holding in top 10
Funds holding in top 10: 77 → 78 (+1)
0.13% less ownership
Funds ownership: 74.8% → 74.66% (-0.13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$63.6M |
| 2 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$28.6M |
| 3 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$18.6M |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$12.6M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$25.4M |
| 2 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
-$22.8M |
| 3 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$20M |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$17.9M |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
-$17.3M |
SCHV Hedge Fund Activity: Q2 2025 in Review
880 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q2 2025, worth a combined $9.43B — up 6.2% from $8.88B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new SCHV positions and 49 closed out — a net gain of 45 holders — while 338 added to existing stakes and 271 trimmed.
The largest buyer was SEI Investments, adding an estimated $63.6M. The largest seller was World Investment Advisors, cutting an estimated $25.4M.
- 880 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q2 2025, up from 844 in Q1 2025.
- Funds reported $9.43B of Schwab US Large-Cap Value ETF stock for Q2 2025, up 6.2% quarter-over-quarter.
- 94 funds opened new Schwab US Large-Cap Value ETF positions in Q2 2025 and 49 closed out, a net change of +45 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q2 2025 was SEI Investments, an estimated $63.6M added.
- The largest Schwab US Large-Cap Value ETF seller in Q2 2025 was World Investment Advisors, an estimated $25.4M sold.
Based on aggregated 13F filings for Q2 2025.