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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 %
CRFG
451
Columbia River Financial Group
Washington
$560K +$560K +21,482 New
VF
452
Vawter Financial
Ohio
$547K – – –
RWP
453
Revolve Wealth Partners
New Jersey
$544K +$443 +17 +0.1%
BBW
454
Blue Barn Wealth
Utah
$543K +$7.12K +273 +1%
CIR
455
Clear Investment Research
Georgia
$542K -$522 -20 -0.1%
ACA
456
Atlas Capital Advisors
Wyoming
$537K -$224K -8,598 -29%
LA
457
LexAurum Advisors
Kansas
$533K +$533K +20,455 New
GG
458
Greenwood Gearhart
Arkansas
$533K -$30.3K -1,162 -5%
FWS
459
FinDec Wealth Services
California
$527K -$58.9K -2,258 -10%
ACI
460
Alpha Cubed Investments
California
$524K +$4.88K +187 +0.9%
MAG
461
Mayfair Advisory Group
Alabama
$522K – – –
GC
462
Gilbert & Cook
Iowa
$518K – – –
SA
463
Seneschal Advisors
Washington
$517K +$517K +19,833 New
RA
464
Resolute Advisors
California
$511K +$3.08K +118 +0.6%
SBIA
465
Sheaff Brock Investment Advisors
Indiana
$509K +$10.4K +400 +2%
CFFP
466
Center for Financial Planning
Michigan
$509K – – –
JCIA
467
Jackson Creek Investment Advisors
Colorado
$509K -$126K -4,827 -20%
WAM
468
WNY Asset Management
New York
$508K -$148K -5,658 -23%
SSW
469
Stone Summit Wealth
Florida
$500K -$49.3K -1,892 -9%
DWT
470
Dorsey & Whitney Trust
South Dakota
$497K – – –
CFG
471
Certior Financial Group
Pennsylvania
$497K +$497K +19,059 New
WMG
472
WESCAP Management Group
California
$496K +$46.2K +1,774 +10%
MHS
473
M Holdings Securities
Oregon
$494K +$494K +18,936 New
AAS
474
Ameritas Advisory Services
Nebraska
$494K +$166K +6,358 +51%
WFA
475
WMG Financial Advisors
Tennessee
$490K -$12.4K -477 -2%
17 18
19
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