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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

810 hedge funds and large institutions have $9.84B invested in Schwab US Large-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 290 increasing their positions, 276 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
810
Holders Change
+32
Holders Change %
+4.11%
% of All Funds
10.78%
Holding in Top 10
73
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+17.74%
% of All Funds
0.97%
New
104
Increased
290
Reduced
276
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$65.5M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$43M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.7M
4
Goldman Sachs
Goldman Sachs
New York
+$20.7M
5
AAS
Avantax Advisory Services
Texas
+$14.3M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$1.16B
2
MGIA
Moneta Group Investment Advisors
Missouri
-$170M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$80M
4
DW
Dodds Wealth
Colorado
-$71.9M
5
Osaic Holdings
Osaic Holdings
Arizona
-$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
226
Independent Advisor Alliance
North Carolina
$2.96M +$2.63M +100,872 +807%
KAS
227
KPP Advisory Services
Kentucky
$2.92M +$166K +6,381 +6%
SWP
228
Stratos Wealth Partners
Ohio
$2.86M +$1.1M +42,359 +63%
SF
229
Schaeffer Financial
Maryland
$2.85M -$35.8K -1,373 -1%
CSP
230
Cary Street Partners
Virginia
$2.8M +$2.8M +107,520 New
CAG
231
Compass Advisory Group
New York
$2.79M -$101K -3,871 -3%
WIC
232
Woodmont Investment Counsel
Tennessee
$2.71M -$3.91K -150 -0.1%
KFG
233
Kelly Financial Group
Connecticut
$2.64M +$2.64M +101,322 New
MMCM
234
Murphy & Mullick Capital Management
New York
$2.6M +$2.6M +99,854 New
HPFG
235
Hart & Patterson Financial Group
Massachusetts
$2.6M +$33.9K +1,302 +1%
CIS
236
Custom Index Systems
New York
$2.58M +$81.8K +3,137 +3%
Lido Advisors
237
Lido Advisors
California
$2.51M +$649K +24,880 +35%
GRP
238
Global Retirement Partners
California
$2.49M -$117K -4,489 -4%
BFM
239
Broadview Financial Management
Wisconsin
$2.46M -$18.3K -701 -0.7%
CPA
240
Compass Planning Associates
Massachusetts
$2.45M +$2.45M +94,098 New
FA
241
Fagan Associates
New York
$2.42M -$23.3K -893 -1%
JGCM
242
Joseph Group Capital Management
Ohio
$2.41M +$85.3K +3,273 +4%
HWM
243
HB Wealth Management
Georgia
$2.39M -$1.07M -40,889 -31%
PFA
244
Pure Financial Advisors
California
$2.36M +$224K +8,594 +10%
BWM
245
Brown Wealth Management
Illinois
$2.36M +$65.4K +2,507 +3%
MAG
246
M3 Advisory Group
Massachusetts
$2.36M +$329K +12,634 +16%
VFIC
247
Valley Forge Investment Consultants
Pennsylvania
$2.35M -$196K -7,521 -8%
FWM
248
Fortress Wealth Management
California
$2.35M -$79.1K -3,035 -3%
CW
249
CreativeOne Wealth
Kansas
$2.31M +$17.7K +680 +0.8%
JWCA
250
J.W. Cole Advisors
Florida
$2.31M -$49.5K -1,898 -2%
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