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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 %
SQA
426
Simon Quick Advisors
New Jersey
$654K +$3.86K +148 +0.6%
GWM
427
Gray Wealth Management
Maine
$650K -$13.1K -502 -2%
MCM
428
MidAtlantic Capital Management
Virginia
$642K – – –
BWP
429
Bernardo Wealth Planning
Pennsylvania
$638K -$1.28M -49,542 -67%
GWM
430
GSB Wealth Management
Connecticut
$637K +$52 +2 +0%
AWMG
431
Alliance Wealth Management Group
New Jersey
$632K – – –
TCM
432
Towercrest Capital Management
Pennsylvania
$632K – – –
FAG
433
Fortitude Advisory Group
Washington
$632K +$18.7K +716 +3%
AWP
434
Atlas Wealth Partners
Pennsylvania
$617K +$16.7K +641 +3%
LF
435
Lantz Financial
Illinois
$616K – – –
SW
436
SkyOak Wealth
Michigan
$613K -$4.22K -162 -0.7%
WA
437
WPG Advisers
Maryland
$599K +$599K +22,972 New
FWM
438
Fonville Wealth Management
Virginia
$594K -$2.79K -107 -0.5%
D.E. Shaw & Co
439
D.E. Shaw & Co
New York
$592K +$592K +22,722 New
HWA
440
HMV Wealth Advisors
Louisiana
$592K +$592K +22,712 New
AIA
441
Accelerate Investment Advisors
California
$588K -$53K -2,033 -8%
DCM
442
Donaldson Capital Management
Indiana
$584K +$39.1K +1,498 +7%
PL
443
Plancorp LLC
Missouri
$581K -$52 -2 -0%
RMC
444
Ring Mountain Capital
California
$577K +$577K +22,130 New
IAS
445
IMA Advisory Services
Colorado
$572K – – –
CAM
446
Carret Asset Management
New York
$570K +$114K +4,390 +25%
UFA
447
Uptown Financial Advisors
Texas
$570K +$570K +21,850 New
AA
448
Alesco Advisors
New York
$564K -$33.8K -1,296 -6%
MGWM
449
Marks Group Wealth Management
Minnesota
$562K – – –
PGFC
450
Peapack-Gladstone Financial Corp
New Jersey
$561K -$40.6K -1,555 -7%
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18
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