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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 %
IAS
426
IMA Advisory Services
Colorado
$588K +$588K +21,954 New
GG
427
Greenwood Gearhart
Arkansas
$579K +$2.33K +87 +0.4%
MGWM
428
Marks Group Wealth Management
Minnesota
$578K – – –
SSW
429
Stone Summit Wealth
Florida
$565K – – –
VF
430
Vawter Financial
Ohio
$562K – – –
DCM
431
Donaldson Capital Management
Indiana
$560K +$23.7K +885 +4%
RWP
432
Revolve Wealth Partners
New Jersey
$559K -$31.6K -1,179 -5%
CIR
433
Clear Investment Research
Georgia
$557K – – –
BBW
434
Blue Barn Wealth
Utah
$551K +$5.22K +195 +1%
BMCM
435
Bryn Mawr Capital Management
Pennsylvania
$551K -$4.02K -150 -0.7%
MAG
436
Mayfair Advisory Group
Alabama
$535K – – –
ACI
437
Alpha Cubed Investments
California
$533K -$1.67M -62,469 -76%
GC
438
Gilbert & Cook
Iowa
$532K – – –
PA
439
Prism Advisors
California
$526K – – –
CFFP
440
Center for Financial Planning
Michigan
$523K – – –
RA
441
Resolute Advisors
California
$521K +$521K +19,467 New
C
442
CEDRUS
Colorado
$521K -$12.7K -474 -2%
WFA
443
WMG Financial Advisors
Tennessee
$517K +$24.8K +924 +5%
WWM
444
Western Wealth Management
Colorado
$513K +$513K +19,143 New
SBIA
445
Sheaff Brock Investment Advisors
Indiana
$513K -$16.9K -630 -3%
DWT
446
Dorsey & Whitney Trust
South Dakota
$511K – – –
SMA
447
Sage Mountain Advisors
Georgia
$502K – – –
WSFS
448
Wilmington Savings Fund Society
Delaware
$488K +$488K +18,210 New
JPLA
449
Joseph P. Lucia & Associates
New York
$482K +$78.4K +2,928 +19%
Citigroup
450
Citigroup
New York
$477K +$422K +15,741 +759%
16 17
18
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