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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

778 hedge funds and large institutions have $8.43B invested in Schwab US Large-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 278 increasing their positions, 260 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
778
Holders Change
+23
Holders Change %
+3.05%
% of All Funds
11.25%
Holding in Top 10
62
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.13%
% of All Funds
0.9%
New
66
Increased
278
Reduced
260
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$390M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.52B
3
MGIA
Moneta Group Investment Advisors
Missouri
$88.7M
4
SEI Investments
SEI Investments
Pennsylvania
$975M
5
DB
Dravo Bay
Delaware
$32.6M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
$266M
2
MG
Mather Group
Illinois
$864M
3
Osaic Holdings
Osaic Holdings
Arizona
$341M
4
KF
Krilogy Financial
Missouri
$70.7M
5
CI
CX Institutional
Indiana
$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JGCM
226
Joseph Group Capital Management
Ohio
$2.39M +$38.3K +1,428 +2%
EW
227
Evoke Wealth
California
$2.37M – – –
BWM
228
Brown Wealth Management
Illinois
$2.36M -$179K -6,675 -7%
CW
229
CreativeOne Wealth
Kansas
$2.36M +$1.76M +65,757 +296%
GJIA
230
Glass Jacobson Investment Advisors
Maryland
$2.35M -$7.56K -282 -0.3%
ACG
231
Allen Capital Group
Nebraska
$2.33M -$93.6K -3,492 -4%
WCM
232
Weaver Capital Management
Georgia
$2.3M -$37.5K -1,401 -2%
Renaissance Technologies
233
Renaissance Technologies
New York
$2.25M +$1.94M +72,282 +618%
CA
234
Clearstead Advisors
Ohio
$2.23M -$34.3K -1,281 -2%
BFG
235
Berger Financial Group
Minnesota
$2.21M -$179K -6,699 -8%
PAG
236
Private Advisor Group
New Jersey
$2.2M -$64.4K -2,406 -3%
AL
237
ACAS LLC
California
$2.2M -$23.7K -885 -1%
PFA
238
Pure Financial Advisors
California
$2.2M -$15.1K -564 -0.7%
MGIA
239
Matthew Goff Investment Advisor
Texas
$2.18M -$5.87K -219 -0.3%
ASN
240
Advisory Services Network
Georgia
$2.17M – – –
HIF
241
Hill Island Financial
Michigan
$2.16M -$479K -17,880 -18%
DSC
242
Duncker Streett & Co
Missouri
$2.13M -$27.5K -1,026 -1%
TNA
243
True North Advisors
Texas
$2.13M -$125K -4,653 -6%
AF
244
Allworth Financial
California
$2.1M -$71.9K -2,685 -3%
NA
245
NewEdge Advisors
Louisiana
$2.1M +$1.09M +40,818 +109%
AGC
246
Aspen Grove Capital
Colorado
$2.09M -$16K -597 -0.8%
MAG
247
M3 Advisory Group
Massachusetts
$2.08M +$144K +5,373 +7%
Corient Private Wealth
248
Corient Private Wealth
Florida
$2.07M +$549K +20,481 +36%
MMA
249
Miracle Mile Advisors
California
$2.02M +$2.73K +102 +0.1%
SAF
250
Smith Anglin Financial
Texas
$2.02M -$42K -1,569 -2%
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