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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

864 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, 333 increasing their positions, 267 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+36
Holders Change %
+4.35%
% of All Funds
11.58%
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
333
Reduced
267
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$67M
2
ETC
Exchange Traded Concepts
Oklahoma
+$30.1M
3
MGIA
Moneta Group Investment Advisors
Missouri
+$19.6M
4
MFG
Merit Financial Group
Georgia
+$13.3M
5
UBS Group
UBS Group
Switzerland
+$12.3M

Top Sellers

1
WIA
World Investment Advisors
California
-$26.7M
2
FCI
Financial Counselors Inc
Kansas
-$24M
3
PCIA
Prime Capital Investment Advisors
Kansas
-$21M
4
GWM
Geneos Wealth Management
Colorado
-$18.9M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.46B -$18.2M -658,257 -1%
SEI Investments
2
SEI Investments
Pennsylvania
$1.19B +$67M +2,420,337 +6%
MG
3
Mather Group
Illinois
$913M +$203K +7,333 +0%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$447M -$8.89M -321,114 -2%
Osaic Holdings
5
Osaic Holdings
Arizona
$315M -$1.82M -66,240 -0.6%
APP
6
Avantax Planning Partners
Iowa
$275M -$2.24M -81,080 -0.8%
Mariner
7
Mariner
Kansas
$240M +$12.2M +439,870 +5%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$192M -$4.55M -161,606 -2%
MGIA
9
Moneta Group Investment Advisors
Missouri
$126M +$19.6M +707,462 +18%
GAM
10
Gemmer Asset Management
California
$123M +$3.63M +131,048 +3%
Betterment LLC
11
Betterment LLC
New York
$121M -$2.82M -101,989 -2%
LPL Financial
12
LPL Financial
California
$98.8M +$1.26M +45,462 +1%
SC
13
Savant Capital
Illinois
$89.2M -$2.24M -80,946 -2%
RRWA
14
Rainey & Randall Wealth Advisors
Florida
$81.4M +$796K +28,766 +1%
MAG
15
Mokosak Advisory Group
Iowa
$80.6M +$1.27M +45,858 +2%
FA
16
Financial Advisors
Massachusetts
$73.4M -$1.3M -46,940 -2%
HighTower Advisors
17
HighTower Advisors
Illinois
$72.7M +$11.1M +400,466 +18%
Morgan Stanley
18
Morgan Stanley
New York
$71.2M -$83.4K -3,015 -0.1%
UBS Group
19
UBS Group
Switzerland
$65.5M +$12.3M +445,262 +23%
KF
20
Krilogy Financial
Missouri
$63.3M +$1.17M +42,415 +2%
CI
21
CX Institutional
Indiana
$58.3M +$5.43M +196,308 +10%
AFG
22
Atomi Financial Group
New York
$52.1M +$10.7M +387,359 +26%
CFG
23
Cooper Financial Group
California
$51.9M +$8.46M +305,732 +19%
Bank of America
24
Bank of America
North Carolina
$50.6M +$2.69M +97,222 +6%
AAS
25
Avantax Advisory Services
Texas
$50.2M +$1.57M +56,892 +3%
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