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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 %
MMA
251
Miracle Mile Advisors
California
$1.91M -$58.8K -2,322 -3%
MWM
252
Merriman Wealth Management
Washington
$1.87M -$190K -7,500 -9%
BFG
253
Bleakley Financial Group
New Jersey
$1.87M – – –
SW
254
Simplicity Wealth
New Jersey
$1.87M +$1.87M +73,638 New
PAG
255
Private Advisor Group
New Jersey
$1.86M -$178K -7,026 -9%
TF
256
Theory Financial
Colorado
$1.85M -$1.16M -45,768 -39%
CSWM
257
Cassady Schiller Wealth Management
Ohio
$1.84M – – –
AWS
258
Atria Wealth Solutions
New York
$1.83M +$36.9K +1,458 +2%
FAIM
259
Financial Advocates Investment Management
Washington
$1.82M -$472K -18,114 -21%
RA
260
Riversedge Advisors
Delaware
$1.81M +$9.42K +372 +0.5%
EA
261
Emerald Advisors
Washington
$1.73M +$17.4K +687 +1%
FOA
262
Five Oceans Advisors
California
$1.72M -$76 -3 -0%
FSG
263
Financial Strategies Group
Michigan
$1.71M -$87K -3,486 -5%
MAG
264
M3 Advisory Group
Massachusetts
$1.71M +$43.3K +1,710 +3%
CM
265
Columbus Macro
Pennsylvania
$1.68M +$4.71K +186 +0.3%
S
266
SignatureFD
Georgia
$1.68M -$223K -8,814 -12%
IA
267
IFP Advisors
Florida
$1.63M +$23.6K +933 +1%
TIM
268
Tortoise Investment Management
New York
$1.62M +$104K +4,095 +7%
BL
269
BCWM LLC
Kansas
$1.6M -$37.8K -1,494 -2%
KP
270
Keel Point
Alabama
$1.59M -$236K -9,300 -13%
BCM
271
Brookstone Capital Management
Illinois
$1.57M +$66K +2,604 +4%
Corient Private Wealth
272
Corient Private Wealth
Florida
$1.57M -$28.5K -1,125 -2%
EF
273
Empowered Funds
Pennsylvania
$1.56M +$1.56M +61,665 New
LAIC
274
Lederer & Associates Investment Counsel
California
$1.53M -$1.52K -60 -0.1%
JC
275
Jentner Corp
Ohio
$1.52M -$19.8K -783 -1%
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