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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 %
MPWT
401
MassMutual Private Wealth & Trust
Connecticut
$667K +$33K +1,230 +5%
ASI
402
Advisory Services & Investments
Oregon
$661K -$59K -2,202 -8%
MCM
403
MidAtlantic Capital Management
Virginia
$660K – – –
Comerica Bank
404
Comerica Bank
Texas
$659K -$11.2K -417 -2%
AIA
405
Accelerate Investment Advisors
California
$658K +$658K +24,579 New
BTI
406
Blue Trust Inc
Georgia
$655K +$570K +23,070 +670%
GWM
407
GSB Wealth Management
Connecticut
$654K -$129K -4,806 -16%
JCIA
408
Jackson Creek Investment Advisors
Colorado
$653K -$215K -8,010 -25%
EHC
409
Everett Harris & Co
California
$653K +$5.47K +204 +0.8%
AWMG
410
Alliance Wealth Management Group
New Jersey
$649K – – –
TCM
411
Towercrest Capital Management
Pennsylvania
$649K – – –
SW
412
SkyOak Wealth
Michigan
$634K – – –
LF
413
Lantz Financial
Illinois
$633K – – –
GAA
414
Guardian Asset Advisors
Pennsylvania
$630K -$474K -17,781 -43%
FAG
415
Fortitude Advisory Group
Washington
$630K -$12K -447 -2%
PGFC
416
Peapack-Gladstone Financial Corp
New Jersey
$618K -$10.4K -387 -2%
AWP
417
Atlas Wealth Partners
Pennsylvania
$616K +$616K +23,007 New
AA
418
Alesco Advisors
New York
$614K -$5.22K -195 -0.8%
FWM
419
Fonville Wealth Management
Virginia
$613K +$563 +21 +0.1%
SA
420
SpiderRock Advisors
Delaware
$609K -$246K -9,183 -29%
FWS
421
FinDec Wealth Services
California
$602K +$3.78K +141 +0.6%
BJL
422
Brighton Jones LLC
Washington
$598K -$169K -6,303 -22%
PL
423
Plancorp LLC
Missouri
$598K – – –
Stifel Financial
424
Stifel Financial
Missouri
$598K +$115K +4,302 +24%
ONB
425
Old National Bancorp
Indiana
$597K – – –
15 16
17
18 19