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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

779 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, 261 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
+23
Holders Change %
+3.04%
% of All Funds
11.27%
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
261
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 %
BDFN
351
Bond & Devick Financial Network
Minnesota
$919K – – –
HI
352
Hoey Investments
Pennsylvania
$907K – – –
BFA
353
Beaumont Financial Advisors
Massachusetts
$903K -$131K -4,899 -13%
CWM
354
Chesapeake Wealth Management
Virginia
$887K -$6.03K -225 -0.7%
MC
355
Montag & Caldwell
Georgia
$882K -$6.43K -240 -0.7%
SWA
356
Sax Wealth Advisors
New Jersey
$881K – – –
ATI
357
ARK & TLK Investments
Oklahoma
$880K -$32.1K -1,200 -4%
NHT
358
New Hampshire Trust
New Hampshire
$878K +$229K +8,556 +35%
JIC
359
Johnson Investment Counsel
Ohio
$877K -$4.02K -150 -0.5%
S
360
Sachetta
Massachusetts
$873K -$2.81K -105 -0.3%
SEIA
361
Signature Estate & Investment Advisors
California
$867K +$8.92K +333 +1%
MWM
362
Modera Wealth Management
New Jersey
$866K -$190K -7,092 -18%
SPWM
363
Schrum Private Wealth Management
Florida
$862K +$432K +16,107 +100%
WA
364
WBH Advisory
Maryland
$845K +$71K +2,649 +9%
QPWM
365
Quadrant Private Wealth Management
Pennsylvania
$843K +$50K +1,866 +6%
MPM
366
Meritage Portfolio Management
Kansas
$836K +$11K +411 +1%
MIA
367
Milestone Investment Advisors
Wisconsin
$834K – – –
BFS
368
Burkett Financial Services
South Carolina
$827K +$9.32K +348 +1%
RDWM
369
Red Door Wealth Management
Tennessee
$817K -$1.21K -45 -0.1%
EH
370
Equitable Holdings
New York
$816K -$9.64K -360 -1%
JF
371
Joule Financial
Kentucky
$813K -$126K -4,704 -13%
DADC
372
D.A. Davidson & Co
Montana
$806K – – –
CWA
373
CM Wealth Advisors
Ohio
$805K – – –
EFS
374
Econ Financial Services
Pennsylvania
$802K +$17K +633 +2%
AA
375
Aire Advisors
California
$799K -$1.93K -72 -0.2%
13 14
15
16 17