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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 %
WG
351
Wealth Group
North Carolina
$1.04M +$320K +12,271 +44%
AIM
352
Athena Investment Management
California
$1.03M – – –
CA
353
CGN Advisors
Kansas
$1.02M +$7.01K +269 +0.7%
VST
354
Van Strum & Towne
California
$1.02M +$52.8K +2,024 +5%
MCCA
355
Mill Creek Capital Advisors
Pennsylvania
$1.01M – – –
DE
356
Diversified Enterprises
Delaware
$1.01M -$54K -2,073 -5%
FFA
357
Farther Finance Advisors
California
$1.01M -$94K -3,607 -9%
MPM
358
Meritage Portfolio Management
Kansas
$1M +$190K +7,306 +23%
LFG
359
Larson Financial Group
Missouri
$999K -$55.7K -2,137 -5%
CFG
360
Clayton Financial Group
Missouri
$987K +$26.7K +1,026 +3%
SPI
361
Santori & Peters Inc
Pennsylvania
$980K -$14.6K -560 -1%
DAS
362
Diversify Advisory Services
Utah
$976K -$1.95M -75,758 -67%
JF
363
Joule Financial
Kentucky
$964K +$173K +6,639 +22%
PCMC
364
Private Capital Management (Colorado)
Colorado
$947K +$2.03K +78 +0.2%
KA
365
Kovack Advisors
Florida
$946K +$20.9K +801 +2%
SWM
366
Spire Wealth Management
Virginia
$945K +$14.1K +539 +2%
BCWM
367
Bartlett & Co Wealth Management
Ohio
$943K +$5.32K +204 +0.6%
ES
368
ETF Store
Kansas
$941K -$121K -4,642 -11%
HCWM
369
Hidden Cove Wealth Management
Washington
$921K +$921K +35,310 New
BDFN
370
Bond & Devick Financial Network
Minnesota
$919K -$1.84M -22,870 -67%
NL
371
NWAM LLC
Washington
$910K +$26 +1 +0%
Bank of Montreal
372
Bank of Montreal
Ontario, Canada
$906K -$52.7K -2,020 -5%
MSWMA
373
Market Street Wealth Management Advisors
Indiana
$903K -$17.1K -654 -2%
NCM
374
Northwest Capital Management
Oregon
$900K -$32K -1,228 -3%
HI
375
Hoey Investments
Pennsylvania
$898K -$59.4K -2,277 -6%
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