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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
+$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 %
AL
301
Aspiriant LLC
California
$1.21M -$107K -3,993 -8%
CWM
302
Cornerstone Wealth Management
Missouri
$1.2M +$21.1K +789 +2%
CCM
303
Condor Capital Management
New Jersey
$1.2M -$16.6K -618 -1%
SA
304
Sanctuary Advisors
Indiana
$1.19M +$749K +80,775 +168%
MCC
305
Money Concepts Capital
Florida
$1.17M +$48.9K +1,824 +4%
AWM
306
AE Wealth Management
Kansas
$1.17M +$57.3K +2,139 +5%
SOS
307
Silver Oak Securities
Tennessee
$1.14M +$196K +7,344 +21%
BWM
308
BCGM Wealth Management
Indiana
$1.14M +$5.3K +198 +0.5%
FFA
309
Farther Finance Advisors
California
$1.13M -$172K -6,432 -13%
SCM
310
SOL Capital Management
Maryland
$1.13M -$23.3K -870 -2%
LWM
311
LongView Wealth Management
Georgia
$1.12M +$9.4K +351 +0.8%
MOS
312
MGO One Seven
Ohio
$1.12M -$168K -6,258 -13%
KC
313
Knuff & Co
California
$1.12M -$6.03K -225 -0.5%
TYCC
314
Texas Yale Capital Corp
Florida
$1.11M +$2.41K +90 +0.2%
WCM
315
Whitener Capital Management
North Carolina
$1.1M +$60.4K +2,253 +6%
D
316
Diversified
Delaware
$1.09M +$220K +8,226 +25%
DE
317
Diversified Enterprises
Delaware
$1.09M +$1.09M +40,791 New
ES
318
ETF Store
Kansas
$1.09M +$38.5K +1,437 +4%
SA
319
Stewardship Advisors
Pennsylvania
$1.09M +$773K +28,872 +244%
CTC
320
Central Trust Company
Missouri
$1.08M – – –
LFG
321
Larson Financial Group
Missouri
$1.08M +$149K +5,580 +16%
CAAM
322
Cornerstone Advisors Asset Management
Pennsylvania
$1.08M -$18.9K -705 -2%
AIM
323
Athena Investment Management
California
$1.06M +$22.1K +825 +2%
Susquehanna International Group
324
Susquehanna International Group
Pennsylvania
$1.06M -$1.38M -51,546 -57%
CA
325
CGN Advisors
Kansas
$1.04M -$237K -8,856 -19%
11 12
13
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