SCHV icon

Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

779 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, 261 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
+23
Holders Change %
+3.04%
% of All Funds
11.27%
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
261
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$66.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$64.9M
3
MGIA
Moneta Group Investment Advisors
Missouri
+$61.4M
4
SEI Investments
SEI Investments
Pennsylvania
+$51M
5
DB
Dravo Bay
Delaware
+$27.2M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
-$57.4M
2
MG
Mather Group
Illinois
-$30.7M
3
Osaic Holdings
Osaic Holdings
Arizona
-$17.7M
4
KF
Krilogy Financial
Missouri
-$17.4M
5
CI
CX Institutional
Indiana
-$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRI
276
NFP Retirement Inc
California
$1.58M -$220K -8,211 -12%
PA
277
Parallel Advisors
California
$1.57M -$40.9K -1,527 -3%
CAG
278
Csenge Advisory Group
Florida
$1.55M +$1.05M +116,853 +212%
JC
279
Jentner Corp
Ohio
$1.53M +$31.3K +1,167 +2%
Bank of New York Mellon
280
Bank of New York Mellon
New York
$1.51M +$1.23M +46,083 +447%
GHA
281
GW Henssler & Associates
Georgia
$1.5M -$6.11K -228 -0.4%
KP
282
Keel Point
Alabama
$1.49M +$7.48K +279 +0.5%
JFG
283
JMG Financial Group
Illinois
$1.46M -$26.1K -975 -2%
MWA
284
Monograph Wealth Advisors
California
$1.44M – – –
BRWA
285
B. Riley Wealth Advisors
Florida
$1.42M -$25.4K -951 -2%
BIA
286
Bigelow Investment Advisors
Maine
$1.4M +$151K +5,637 +12%
PCWA
287
Pacific Capital Wealth Advisors
California
$1.4M -$140K -5,232 -9%
AF
288
Advisornet Financial
Minnesota
$1.36M -$86.1K -3,213 -6%
VFA
289
Valeo Financial Advisors
Indiana
$1.33M – – –
CP
290
Creekside Partners
California
$1.32M +$8.84K +330 +0.7%
KJWM
291
Kiley Juergens Wealth Management
Washington
$1.3M +$30.9K +1,155 +2%
LIWM
292
Long Island Wealth Management
New York
$1.3M +$2.49K +93 +0.2%
AWE
293
Avidian Wealth Enterprises
Texas
$1.28M +$12K +447 +0.9%
KAM
294
KEB Asset Management
Illinois
$1.28M +$14.4K +537 +1%
KHC
295
Koesten Hirschmann & Crabtree
Kansas
$1.27M -$41.6K -1,551 -3%
AWM
296
Apollon Wealth Management
South Carolina
$1.26M -$5.14K -192 -0.4%
SWM
297
Seed Wealth Management
Illinois
$1.26M – – –
FTUS
298
Flow Traders U.S.
New York
$1.24M +$1.24M +46,266 New
GCA
299
Gradient Capital Advisors
California
$1.24M -$15.7K -585 -1%
CWC
300
Carolinas Wealth Consulting
North Carolina
$1.23M -$643 -24 -0.1%
10 11
12
13 14