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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 %
DADC
401
D.A. Davidson & Co
Montana
$777K -$7.01K -269 -0.9%
SPIA
402
Steward Partners Investment Advisory
New York
$770K -$1.43K -55 -0.2%
VP
403
Verum Partners
North Carolina
$768K +$109K +4,198 +17%
CAP
404
Columbia Advisory Partners
Washington
$764K +$764K +29,297 New
IF
405
Ironwood Financial
Arizona
$762K +$4.85K +186 +0.6%
KFA
406
Kelleher Financial Advisors
New York
$762K – – –
AA
407
Aire Advisors
California
$762K -$16.1K -619 -2%
MAM
408
Marquette Asset Management
Minnesota
$750K – – –
BJL
409
Brighton Jones LLC
Washington
$742K +$160K +6,147 +28%
Natixis Advisors
410
Natixis Advisors
Massachusetts
$739K +$739K +28,356 New
Susquehanna International Group
411
Susquehanna International Group
Pennsylvania
$722K -$307K -11,773 -30%
BFO
412
Biltmore Family Office
North Carolina
$718K – – –
KCM
413
Kathmere Capital Management
Pennsylvania
$713K +$44.7K +1,716 +7%
WDL
414
Well Done LLC
Michigan
$704K -$1.41M -17,510 -67%
PFGIA
415
Patriot Financial Group Insurance Agency
Massachusetts
$698K +$48.5K +1,861 +7%
NAMNJ
416
NorthStar Asset Management (New Jersey)
New Jersey
$691K +$2.61K +100 +0.4%
LPAM
417
Lodestar Private Asset Management
California
$691K +$182 +7 +0%
UB
418
UMB Bank
Missouri
$690K – – –
SFG
419
Sovereign Financial Group
Connecticut
$683K -$14.2K -543 -2%
PVI
420
Pine Valley Investments
New Jersey
$681K +$343K +13,174 +102%
CIP
421
Capital Insight Partners
Arizona
$679K -$29.3K -1,123 -4%
SPL
422
Smart Portfolios LLC
Washington
$675K +$3K +115 +0.4%
EHC
423
Everett Harris & Co
California
$671K +$35.8K +1,375 +6%
Kovitz Investment Group Partners
424
Kovitz Investment Group Partners
Illinois
$666K +$66.6K +2,555 +11%
RRCM
425
Rappaport Reiches Capital Management
Illinois
$663K -$26 -1 -0%
15 16
17
18 19