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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 %
OSAM
376
O'Shaughnessy Asset Management
Connecticut
$725K -$678K -26,784 -48%
EFS
377
Econ Financial Services
Pennsylvania
$721K +$721K +28,464 New
BJL
378
Brighton Jones LLC
Washington
$713K -$45.7K -1,803 -6%
EH
379
Equitable Holdings
New York
$710K -$84.1K -3,321 -11%
LPAM
380
Lodestar Private Asset Management
California
$708K -$7.83K -309 -1%
Comerica Bank
381
Comerica Bank
Texas
$706K -$245K -9,669 -26%
ASI
382
Advisory Services & Investments
Oregon
$697K – – –
PP
383
Pegasus Partners
Wisconsin
$694K – – –
CIP
384
Capital Insight Partners
Arizona
$671K +$7.9K +312 +1%
WDL
385
Well Done LLC
Michigan
$665K – – –
CFD
386
Creative Financial Designs
Indiana
$655K -$338K -13,341 -34%
GWM
387
Gray Wealth Management
Maine
$655K +$13.1K +519 +2%
NAMNJ
388
NorthStar Asset Management (New Jersey)
New Jersey
$655K +$23.3K +921 +4%
VP
389
Verum Partners
North Carolina
$640K -$125K -4,950 -16%
WAM
390
WNY Asset Management
New York
$635K -$47.9K -1,890 -7%
SPL
391
Smart Portfolios LLC
Washington
$630K +$630K +24,870 New
SQA
392
Simon Quick Advisors
New Jersey
$625K +$20.1K +792 +3%
MCM
393
MidAtlantic Capital Management
Virginia
$624K – – –
PGFC
394
Peapack-Gladstone Financial Corp
New Jersey
$624K -$45.1K -1,782 -7%
M
395
MYeCFO
California
$623K +$388K +15,330 +165%
AA
396
Alesco Advisors
New York
$618K -$120K -4,740 -16%
AWMG
397
Alliance Wealth Management Group
New Jersey
$617K – – –
TCM
398
Towercrest Capital Management
Pennsylvania
$617K – – –
FAG
399
Fortitude Advisory Group
Washington
$617K +$74.2K +2,931 +14%
RA
400
RFG Advisory
Alabama
$614K +$614K +24,249 New
14 15
16
17 18