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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

748 hedge funds and large institutions have $7.63B invested in Schwab US Large-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 234 increasing their positions, 298 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+26
Holders Change %
+3.6%
% of All Funds
10.84%
Holding in Top 10
66
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.96%
New
78
Increased
234
Reduced
298
Closed
42
Calls
$691K
Puts
–
Net Calls
+$691K
Net Calls Change
-$936K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$43.1M
2
TWM
Tradition Wealth Management
Minnesota
+$25.3M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$22.2M
4
MGIA
Moneta Group Investment Advisors
Missouri
+$20.4M
5
DP
Denver PWM
Colorado
+$16.1M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$287M
2
Osaic Holdings
Osaic Holdings
Arizona
-$82.5M
3
HighTower Advisors
HighTower Advisors
Illinois
-$61.5M
4
Morgan Stanley
Morgan Stanley
New York
-$55.6M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNA
226
True North Advisors
Texas
$2.28M -$491K -19,383 -18%
AFS
227
Annapolis Financial Services
Maryland
$2.25M +$4.48K +177 +0.2%
JWCA
228
J.W. Cole Advisors
Florida
$2.25M +$54.4K +2,148 +2%
NRI
229
NFP Retirement Inc
California
$2.25M -$486K -19,194 -18%
EW
230
Evoke Wealth
California
$2.24M – – –
HPFG
231
Hart & Patterson Financial Group
Massachusetts
$2.22M -$66.3K -2,619 -3%
AL
232
ACAS LLC
California
$2.2M -$47K -1,854 -2%
ASN
233
Advisory Services Network
Georgia
$2.19M -$43.2K -1,707 -2%
JFG
234
JMG Financial Group
Illinois
$2.17M +$162K +6,396 +8%
MFT
235
Moisand Fitzgerald Tamayo
Florida
$2.17M -$148K -5,853 -6%
JGCM
236
Joseph Group Capital Management
Ohio
$2.16M -$1.37K -54 -0.1%
BWM
237
BCS Wealth Management
Tennessee
$2.15M +$21K +831 +1%
Lido Advisors
238
Lido Advisors
California
$2.15M -$558K -22,026 -21%
RPGK
239
Retirement Planning Group (Kansas)
Kansas
$2.11M +$212K +8,376 +11%
DSC
240
Duncker Streett & Co
Missouri
$2.1M -$45.1K -1,782 -2%
ACG
241
Allen Capital Group
Nebraska
$2.08M -$254K -10,041 -11%
CI
242
Conning Inc
Connecticut
$2.06M +$768K +30,318 +59%
GJIA
243
Glass Jacobson Investment Advisors
Maryland
$2.05M +$172K +6,810 +9%
ACI
244
Alpha Cubed Investments
California
$2.01M +$51.4K +2,031 +3%
SAF
245
Smith Anglin Financial
Texas
$2M -$1.7M -67,089 -46%
Baird Financial Group
246
Baird Financial Group
Wisconsin
$2M -$3.51M -138,600 -64%
CWM
247
Cedar Wealth Management
California
$2M +$20.7K +819 +1%
AF
248
Allworth Financial
California
$1.99M -$116K -4,563 -5%
AGC
249
Aspen Grove Capital
Colorado
$1.99M +$1.67K +66 +0.1%
WSTAM
250
Wilbanks Smith & Thomas Asset Management
Virginia
$1.94M -$93.5K -3,693 -5%
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