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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 %
CFD
451
Creative Financial Designs
Indiana
$474K -$86.6K -3,234 -15%
CAM
452
Carret Asset Management
New York
$468K – – –
KA
453
Klingman & Associates
New York
$467K – – –
GA
454
Goldstein Advisors
Wisconsin
$466K – – –
TW
455
TrinityPoint Wealth
Connecticut
$466K +$29.3K +1,095 +7%
AIS
456
American Investment Services
Massachusetts
$463K +$723 +27 +0.2%
WMG
457
WESCAP Management Group
California
$462K -$14.7K -549 -3%
CIBC Private Wealth Group
458
CIBC Private Wealth Group
Georgia
$456K – – –
CPIG
459
Chicago Partners Investment Group
Illinois
$454K +$316K +35,184 +229%
SSWM
460
Smith Salley Wealth Management
North Carolina
$454K -$94K -3,510 -17%
WP
461
Wealthspan Partners
Iowa
$450K – – –
DIS
462
Diversified Investment Strategies
Louisiana
$448K – – –
MAM
463
Marotta Asset Management
Virginia
$446K -$60.9K -2,274 -12%
AWM
464
Avior Wealth Management
Nebraska
$444K -$34.2K -1,275 -7%
ZF
465
Zhang Financial
Michigan
$443K -$82K -3,060 -16%
RFA
466
Resurgent Financial Advisors
Georgia
$442K +$1.85K +69 +0.4%
BIM
467
Bridges Investment Management
Nebraska
$440K +$12.9K +480 +3%
PGAM
468
Princeton Global Asset Management
New Jersey
$435K +$80 +3 +0%
FAM
469
Family Asset Management
South Carolina
$434K -$103K -3,855 -19%
AIM
470
Avity Investment Management
Connecticut
$433K +$161 +6 +0%
William Blair & Company
471
William Blair & Company
Illinois
$432K -$160K -5,958 -27%
CW
472
CIC Wealth
Maryland
$430K -$42.9K -1,602 -9%
Kovitz Investment Group Partners
473
Kovitz Investment Group Partners
Illinois
$428K -$143K -7,656 -25%
FMWA
474
Forvis Mazars Wealth Advisors
Missouri
$427K -$481K -17,955 -53%
TCM
475
TruNorth Capital Management
Michigan
$426K – – –
17 18
19
20 21