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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

811 hedge funds and large institutions have $9.85B 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, 277 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
811
Holders Change
+32
Holders Change %
+4.11%
% of All Funds
10.79%
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
277
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 %
EW
251
Evoke Wealth
California
$2.3M – – –
IWM
252
IHT Wealth Management
Illinois
$2.3M -$2.05M -78,692 -47%
GJIA
253
Glass Jacobson Investment Advisors
Maryland
$2.3M +$9.88K +379 +0.4%
CFGL
254
Cambridge Financial Group, LLC
Arizona
$2.29M -$290K -11,117 -11%
ASN
255
Advisory Services Network
Georgia
$2.28M -$7.72K -296 -0.3%
ACG
256
Allen Capital Group
Nebraska
$2.27M +$730 +28 +0%
WCM
257
Weaver Capital Management
Georgia
$2.25M +$15.5K +595 +0.7%
ADL
258
Asset Dedication LLC
California
$2.23M -$296K -11,341 -12%
NA
259
NewEdge Advisors
Louisiana
$2.19M +$154K +5,894 +8%
AL
260
ACAS LLC
California
$2.19M -$45.2K -1,661 -2%
CA
261
Clearstead Advisors
Ohio
$2.18M +$10.7K +409 +0.5%
ZIM
262
Zacks Investment Management
Illinois
$2.15M +$964K +36,968 +81%
BFG
263
Berger Financial Group
Minnesota
$2.15M +$3.83K +147 +0.2%
MGIA
264
Matthew Goff Investment Advisor
Texas
$2.11M -$12K -459 -0.6%
HIF
265
Hill Island Financial
Michigan
$2.08M -$26.4K -1,014 -1%
AGC
266
Aspen Grove Capital
Colorado
$2.06M +$32.6K +1,252 +2%
RPGK
267
Retirement Planning Group (Kansas)
Kansas
$1.99M +$207K +7,940 +12%
MWM
268
Merriman Wealth Management
Washington
$1.99M +$106K +4,056 +6%
SAF
269
Smith Anglin Financial
Texas
$1.99M +$29.9K +1,145 +2%
BFG
270
Bleakley Financial Group
New Jersey
$1.98M +$54.6K +2,095 +3%
PFA
271
Pinnacle Family Advisors
Missouri
$1.97M +$1.97M +75,616 New
DSC
272
Duncker Streett & Co
Missouri
$1.96M -$115K -4,408 -6%
Stifel Financial
273
Stifel Financial
Missouri
$1.93M +$1.35M +51,601 +231%
BWM
274
BCS Wealth Management
Tennessee
$1.92M +$1.92M +73,444 New
AWA
275
Arkadios Wealth Advisors
Georgia
$1.9M -$24K -921 -1%
9 10
11
12 13