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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 %
BIA
301
Bigelow Investment Advisors
Maine
$1.47M +$108K +4,140 +8%
SCA
302
Stonebridge Capital Advisors
Minnesota
$1.46M -$229K -8,800 -14%
KP
303
Keel Point
Alabama
$1.43M -$18.4K -707 -1%
WIA
304
World Investment Advisors
California
$1.41M -$15.6M -597,274 -92%
MWA
305
Monograph Wealth Advisors
California
$1.4M – – –
SA
306
Stewardship Advisors
Pennsylvania
$1.39M +$330K +12,645 +31%
AL
307
Aspiriant LLC
California
$1.37M +$194K +7,460 +17%
AF
308
Advisornet Financial
Minnesota
$1.36M +$37.8K +1,450 +3%
JFG
309
JMG Financial Group
Illinois
$1.34M -$80.1K -3,073 -6%
CWM
310
Cornerstone Wealth Management
Missouri
$1.31M +$141K +5,421 +12%
JC
311
Jentner Corp
Ohio
$1.31M -$176K -6,744 -12%
PCWA
312
Pacific Capital Wealth Advisors
California
$1.31M -$50.5K -1,936 -4%
M
313
MYeCFO
California
$1.31M +$366K +14,020 +39%
SG
314
StoneX Group
New York
$1.29M +$1.29M +49,328 New
CP
315
Creekside Partners
California
$1.28M +$4.69K +180 +0.4%
IJWM
316
Inman Jager Wealth Management
Mississippi
$1.26M +$1.26M +48,352 New
LIWM
317
Long Island Wealth Management
New York
$1.26M -$3.44K -132 -0.3%
KAM
318
KEB Asset Management
Illinois
$1.25M +$7.61K +292 +0.6%
CCWM
319
Cassaday & Co Wealth Management
Virginia
$1.24M +$265K +10,162 +27%
AWE
320
Avidian Wealth Enterprises
Texas
$1.23M -$11.7K -447 -0.9%
Jane Street
321
Jane Street
New York
$1.23M +$1.23M +47,126 New
WANY
322
Wealthspire Advisors (New York)
New York
$1.23M +$276K +10,575 +29%
MOS
323
MGO One Seven
Ohio
$1.22M +$129K +4,965 +12%
SOS
324
Silver Oak Securities
Tennessee
$1.2M +$92.8K +3,577 +8%
BRWA
325
B. Riley Wealth Advisors
Florida
$1.2M -$180K -6,910 -13%
11 12
13
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