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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 %
SPIA
376
Steward Partners Investment Advisory
New York
$792K -$353K -13,164 -31%
HF
377
HRT Financial
New York
$788K +$788K +29,448 New
KFA
378
Kelleher Financial Advisors
New York
$783K – – –
ACA
379
Atlas Capital Advisors
Wyoming
$782K – – –
IF
380
Ironwood Financial
Arizona
$778K -$482 -18 -0.1%
MAM
381
Marquette Asset Management
Minnesota
$771K – – –
GT
382
Greenleaf Trust
Michigan
$768K – – –
WG
383
Wealth Group
North Carolina
$744K +$264K +9,879 +55%
BFO
384
Biltmore Family Office
North Carolina
$738K +$738K +27,546 New
PP
385
Pegasus Partners
Wisconsin
$734K – – –
CIP
386
Capital Insight Partners
Arizona
$728K +$10.5K +393 +1%
SFG
387
Sovereign Financial Group
Connecticut
$717K -$163K -6,102 -19%
LPAM
388
Lodestar Private Asset Management
California
$710K -$33.9K -1,266 -5%
UB
389
UMB Bank
Missouri
$709K -$60.8K -2,271 -8%
NAMNJ
390
NorthStar Asset Management (New Jersey)
New Jersey
$708K +$6.43K +240 +0.9%
WDL
391
Well Done LLC
Michigan
$704K – – –
SPL
392
Smart Portfolios LLC
Washington
$691K – – –
KCM
393
Kathmere Capital Management
Pennsylvania
$686K +$136K +5,073 +25%
GWM
394
Gray Wealth Management
Maine
$682K -$10.8K -402 -2%
RRCM
395
Rappaport Reiches Capital Management
Illinois
$681K +$681K +25,437 New
VP
396
Verum Partners
North Carolina
$677K +$2.89K +108 +0.4%
BWP
397
Bernardo Wealth Planning
Pennsylvania
$676K +$394K +43,344 +140%
WAM
398
WNY Asset Management
New York
$673K +$1.93K +72 +0.3%
SQA
399
Simon Quick Advisors
New Jersey
$668K +$7.31K +273 +1%
PFGIA
400
Patriot Financial Group Insurance Agency
Massachusetts
$668K +$190K +7,107 +40%
14 15
16
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