SCHV icon

Schwab US Large-Cap Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SW
401
SkyOak Wealth
Michigan
$602K -$18.8K -741 -3%
LF
402
Lantz Financial
Illinois
$598K
EHC
403
Everett Harris & Co
California
$597K +$43.7K +1,725 +8%
FWM
404
Fonville Wealth Management
Virginia
$590K +$1.67K +66 +0.3%
WAP
405
Wealthcare Advisory Partners
Pennsylvania
$587K +$138K +5,433 +31%
GAA
406
Global Assets Advisory
Florida
$586K +$586K +132,834 New
RWP
407
Revolve Wealth Partners
New Jersey
$570K -$15.3K -603 -3%
RG
408
Retirement Group
California
$567K -$7.6K -300 -1%
PL
409
Plancorp LLC
Missouri
$565K
ONB
410
Old National Bancorp
Indiana
$564K
William Blair & Company
411
William Blair & Company
Illinois
$560K -$59.1K -2,334 -10%
FWS
412
FinDec Wealth Services
California
$560K +$1.22K +48 +0.2%
GG
413
Greenwood Gearhart
Arkansas
$554K +$8.05K +318 +1%
SSW
414
Stone Summit Wealth
Florida
$550K -$18.8K -741 -3%
WMWM
415
Whitaker-Myers Wealth Managers
Ohio
$548K +$548K +21,636 New
BMCM
416
Bryn Mawr Capital Management
Pennsylvania
$547K -$9.5K -375 -2%
MGWM
417
Marks Group Wealth Management
Minnesota
$546K
MAM
418
Marotta Asset Management
Virginia
$540K -$81.6K -3,222 -13%
Kovitz Investment Group Partners
419
Kovitz Investment Group Partners
Illinois
$536K +$57.9K +2,286 +12%
VF
420
Vawter Financial
Ohio
$531K +$74K +2,922 +16%
SBIA
421
Sheaff Brock Investment Advisors
Indiana
$531K -$33.4K -1,320 -6%
CIR
422
Clear Investment Research
Georgia
$526K
KCM
423
Kathmere Capital Management
Pennsylvania
$525K -$6.76K -267 -1%
LFG
424
Larson Financial Group
Missouri
$518K +$3.65K +144 +0.7%
SSWM
425
Smith Salley Wealth Management
North Carolina
$518K -$73.3K -2,895 -12%