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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 %
CSWM
276
Cassady Schiller Wealth Management
Ohio
$1.86M -$40.7K -1,560 -2%
CIA
277
Concurrent Investment Advisors
Florida
$1.82M +$82.7K +3,173 +5%
WMWM
278
Wilkins Miller Wealth Management
Alabama
$1.8M +$1.8M +68,882 New
CCC
279
Compass Capital Corp
Massachusetts
$1.79M +$1.79M +68,640 New
RIA
280
Regal Investment Advisors
Michigan
$1.78M -$875K -33,559 -33%
MFT
281
Moisand Fitzgerald Tamayo
Florida
$1.78M -$93.3K -3,577 -5%
EA
282
Emerald Advisors
Washington
$1.77M -$3.48M -133,662 -66%
FSG
283
Financial Strategies Group
Michigan
$1.76M -$3.25M -126,277 -65%
KWM
284
Kolinsky Wealth Management
New Jersey
$1.76M +$124K +4,762 +8%
TIM
285
Tortoise Investment Management
New York
$1.74M -$4.51K -173 -0.3%
MMA
286
Miracle Mile Advisors
California
$1.7M -$267K -10,239 -14%
ECM
287
Elgethun Capital Management
South Dakota
$1.67M +$46.8K +1,796 +3%
LAIC
288
Lederer & Associates Investment Counsel
California
$1.63M +$3.55K +136 +0.2%
AWM
289
Apollon Wealth Management
South Carolina
$1.61M +$382K +14,657 +31%
Tudor Investment Corp
290
Tudor Investment Corp
Connecticut
$1.6M +$1.26M +48,269 +363%
FAIM
291
Financial Advocates Investment Management
Washington
$1.59M -$8.89K -341 -0.6%
PA
292
Parallel Advisors
California
$1.59M +$61.2K +2,348 +4%
Corient Private Wealth
293
Corient Private Wealth
Florida
$1.59M -$428K -16,420 -21%
S
294
SignatureFD
Georgia
$1.57M -$188K -7,193 -11%
IA
295
IFP Advisors
Florida
$1.56M -$18.4K -705 -1%
Janney Montgomery Scott
296
Janney Montgomery Scott
Pennsylvania
$1.55M -$61.6K -2,365 -4%
NHT
297
New Hampshire Trust
New Hampshire
$1.54M +$681K +26,115 +80%
CAG
298
Csenge Advisory Group
Florida
$1.53M -$2.95M -113,339 -66%
NRI
299
NFP Retirement Inc
California
$1.5M -$38.6K -1,480 -3%
GHA
300
GW Henssler & Associates
Georgia
$1.47M -$3.02M -37,557 -67%
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