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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 %
MCCA
326
Mill Creek Capital Advisors
Pennsylvania
$1.04M – – –
DAS
327
Diversify Advisory Services
Utah
$1.02M +$810K +90,006 +381%
SPI
328
Santori & Peters Inc
Pennsylvania
$1.02M -$6.64M -247,959 -87%
CCWM
329
Cassaday & Co Wealth Management
Virginia
$1M -$4.98K -186 -0.5%
VST
330
Van Strum & Towne
California
$993K +$121K +4,500 +14%
CFG
331
Clayton Financial Group
Missouri
$987K +$165K +6,162 +20%
Bank of Montreal
332
Bank of Montreal
Ontario, Canada
$982K +$56.6K +2,118 +6%
WANY
333
Wealthspire Advisors (New York)
New York
$978K +$52.6K +1,965 +6%
RCM
334
Radnor Capital Management
Pennsylvania
$976K +$976K +36,420 New
YIH
335
Y-Intercept (HK)
Hong Kong
$975K +$975K +36,378 New
PCMC
336
Private Capital Management (Colorado)
Colorado
$971K -$50.3K -1,878 -5%
SWM
337
Sculati Wealth Management
Michigan
$970K -$1.46M -54,399 -60%
M
338
MYeCFO
California
$968K +$268K +9,990 +38%
HTC
339
Haverford Trust Company
Pennsylvania
$965K – – –
BCWM
340
Bartlett & Co Wealth Management
Ohio
$964K +$13.2K +492 +1%
NCM
341
Northwest Capital Management
Oregon
$957K +$161 +6 +0%
SWM
342
Spire Wealth Management
Virginia
$957K -$28K -1,047 -3%
KA
343
Kovack Advisors
Florida
$951K +$48.1K +1,797 +5%
MSWMA
344
Market Street Wealth Management Advisors
Indiana
$946K -$46.1K -1,722 -5%
LJAC
345
L.J. Altfest & Co
New York
$942K -$400K -14,922 -30%
VCWA
346
Vanguard Capital Wealth Advisors
Colorado
$941K +$510K +19,026 +118%
NL
347
NWAM LLC
Washington
$935K +$935K +34,917 New
Rockefeller Capital Management
348
Rockefeller Capital Management
New York
$929K +$20.9K +780 +2%
BL
349
BFSG LLC
California
$924K -$20.6K -768 -2%
BDFN
350
Bond & Devick Financial Network
Minnesota
$919K – – –
12 13
14
15 16