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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

748 hedge funds and large institutions have $7.63B invested in Schwab US Large-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 234 increasing their positions, 298 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+26
Holders Change %
+3.6%
% of All Funds
10.84%
Holding in Top 10
66
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.96%
New
78
Increased
234
Reduced
298
Closed
42
Calls
$691K
Puts
–
Net Calls
+$691K
Net Calls Change
-$936K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$43.1M
2
TWM
Tradition Wealth Management
Minnesota
+$25.3M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$22.2M
4
MGIA
Moneta Group Investment Advisors
Missouri
+$20.4M
5
DP
Denver PWM
Colorado
+$16.1M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$287M
2
Osaic Holdings
Osaic Holdings
Arizona
-$82.5M
3
HighTower Advisors
HighTower Advisors
Illinois
-$61.5M
4
Morgan Stanley
Morgan Stanley
New York
-$55.6M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
326
Csenge Advisory Group
Florida
$959K +$16.8K +663 +2%
HTC
327
Haverford Trust Company
Pennsylvania
$956K – – –
MSWMA
328
Market Street Wealth Management Advisors
Indiana
$949K – – –
CCWM
329
Cassaday & Co Wealth Management
Virginia
$945K +$1.44K +57 +0.2%
SWA
330
Sax Wealth Advisors
New Jersey
$936K – – –
Bank of Montreal
331
Bank of Montreal
Ontario, Canada
$929K +$53.8K +2,121 +6%
SA
332
SpiderRock Advisors
Delaware
$919K +$919K +37,239 New
BL
333
BFSG LLC
California
$913K -$9.12K -360 -1%
CWM
334
Chesapeake Wealth Management
Virginia
$912K +$36.9K +1,455 +4%
NCM
335
Northwest Capital Management
Oregon
$908K +$152 +6 +0%
JF
336
Joule Financial
Kentucky
$900K +$31.8K +1,257 +4%
ES
337
ETF Store
Kansas
$899K +$133K +5,256 +17%
BCWM
338
Bartlett & Co Wealth Management
Ohio
$898K -$32.6K -1,287 -4%
WANY
339
Wealthspire Advisors (New York)
New York
$875K -$39.6K -1,563 -4%
CL
340
Choreo LLC
Illinois
$873K +$49.5K +1,956 +6%
BDFN
341
Bond & Devick Financial Network
Minnesota
$869K – – –
ATI
342
ARK & TLK Investments
Oklahoma
$862K – – –
Rockefeller Capital Management
343
Rockefeller Capital Management
New York
$859K +$859K +33,897 New
FMWA
344
Forvis Mazars Wealth Advisors
Missouri
$858K – – –
NA
345
NewEdge Advisors
Louisiana
$846K +$149K +5,892 +21%
SFG
346
Sovereign Financial Group
Connecticut
$841K +$133K +5,232 +19%
JIC
347
Johnson Investment Counsel
Ohio
$841K +$27.7K +1,092 +3%
MC
348
Montag & Caldwell
Georgia
$836K +$176K +6,936 +27%
CBFP
349
Cedar Brook Financial Partners
Ohio
$829K +$3.65K +144 +0.4%
JCIA
350
Jackson Creek Investment Advisors
Colorado
$827K -$3.57K -141 -0.4%
12 13
14
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