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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 %
SWM
326
Seed Wealth Management
Illinois
$1.2M -$24.6K -945 -2%
KHC
327
Koesten Hirschmann & Crabtree
Kansas
$1.19M -$42.5K -1,629 -3%
VFA
328
Valeo Financial Advisors
Indiana
$1.17M -$123K -4,712 -9%
MCC
329
Money Concepts Capital
Florida
$1.17M +$30.2K +1,159 +3%
GCA
330
Gradient Capital Advisors
California
$1.16M -$42.5K -1,631 -4%
SA
331
Sanctuary Advisors
Indiana
$1.16M -$2.36M -86,265 -67%
CCM
332
Condor Capital Management
New Jersey
$1.16M -$9.15K -351 -0.8%
CWC
333
Carolinas Wealth Consulting
North Carolina
$1.14M -$57K -2,187 -5%
KF
334
K2 Financial
California
$1.14M +$1.14M +43,769 New
IC
335
IEQ Capital
California
$1.13M +$810K +31,073 +251%
AWM
336
AE Wealth Management
Kansas
$1.12M -$11.5K -441 -1%
WCM
337
Whitener Capital Management
North Carolina
$1.12M +$46.8K +1,796 +4%
BWM
338
BCGM Wealth Management
Indiana
$1.12M +$7.87K +302 +0.7%
HTC
339
Haverford Trust Company
Pennsylvania
$1.1M +$162K +6,196 +17%
SCM
340
SOL Capital Management
Maryland
$1.1M +$3.26K +125 +0.3%
OSAM
341
O'Shaughnessy Asset Management
Connecticut
$1.1M +$147K +5,653 +16%
LWM
342
LongView Wealth Management
Georgia
$1.09M +$78 +3 +0%
William Blair & Company
343
William Blair & Company
Illinois
$1.09M +$671K +25,738 +160%
KC
344
Knuff & Co
California
$1.09M – – –
TYCC
345
Texas Yale Capital Corp
Florida
$1.08M +$1.17K +45 +0.1%
Rockefeller Capital Management
346
Rockefeller Capital Management
New York
$1.07M +$165K +6,333 +18%
EH
347
Equitable Holdings
New York
$1.06M +$266K +10,213 +34%
CAAM
348
Cornerstone Advisors Asset Management
Pennsylvania
$1.06M +$6.44K +247 +0.6%
CTC
349
Central Trust Company
Missouri
$1.06M – – –
KJWM
350
Kiley Juergens Wealth Management
Washington
$1.05M -$210K -8,045 -17%
12 13
14
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