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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 %
AWS
251
Atria Wealth Solutions
New York
$2.01M -$26.8K -999 -1%
AWA
252
Arkadios Wealth Advisors
Georgia
$1.98M +$1.52M +56,616 +328%
BFG
253
Bleakley Financial Group
New Jersey
$1.98M +$2.57K +96 +0.1%
CSWM
254
Cassady Schiller Wealth Management
Ohio
$1.95M – – –
MWM
255
Merriman Wealth Management
Washington
$1.94M -$24.4K -912 -1%
RA
256
Riversedge Advisors
Delaware
$1.94M +$21.8K +813 +1%
MFT
257
Moisand Fitzgerald Tamayo
Florida
$1.92M -$257K -9,591 -12%
Lido Advisors
258
Lido Advisors
California
$1.92M -$272K -10,143 -12%
RPGK
259
Retirement Planning Group (Kansas)
Kansas
$1.84M -$25.4K -948 -1%
EA
260
Emerald Advisors
Washington
$1.83M +$1.23M +135,477 +205%
Baird Financial Group
261
Baird Financial Group
Wisconsin
$1.81M -$83.3K -3,108 -4%
S
262
SignatureFD
Georgia
$1.81M +$28K +1,044 +2%
SWP
263
Stratos Wealth Partners
Ohio
$1.8M -$753K -28,107 -30%
TIM
264
Tortoise Investment Management
New York
$1.8M +$50.4K +1,881 +3%
CIA
265
Concurrent Investment Advisors
Florida
$1.79M +$1.79M +66,699 New
FSG
266
Financial Strategies Group
Michigan
$1.76M +$1.15M +126,588 +186%
SCA
267
Stonebridge Capital Advisors
Minnesota
$1.74M -$858K -32,028 -33%
KWM
268
Kolinsky Wealth Management
New Jersey
$1.68M +$227K +8,490 +16%
ECM
269
Elgethun Capital Management
South Dakota
$1.67M +$21.9K +819 +1%
LAIC
270
Lederer & Associates Investment Counsel
California
$1.67M +$67K +2,502 +4%
Janney Montgomery Scott
271
Janney Montgomery Scott
Pennsylvania
$1.66M -$862K -32,172 -34%
IA
272
IFP Advisors
Florida
$1.63M -$56.2K -2,097 -3%
FAIM
273
Financial Advocates Investment Management
Washington
$1.62M -$143K -5,382 -8%
CM
274
Columbus Macro
Pennsylvania
$1.62M -$30.7K -1,158 -2%
NRI
275
NFP Retirement Inc
California
$1.58M -$220K -8,211 -12%
9 10
11
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