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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

748 hedge funds and large institutions have $7.63B invested in Schwab US Large-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 234 increasing their positions, 298 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+26
Holders Change %
+3.6%
% of All Funds
10.84%
Holding in Top 10
66
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.96%
New
78
Increased
234
Reduced
298
Closed
42
Calls
$691K
Puts
–
Net Calls
+$691K
Net Calls Change
-$936K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$43.1M
2
TWM
Tradition Wealth Management
Minnesota
+$25.3M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$22.2M
4
MGIA
Moneta Group Investment Advisors
Missouri
+$20.4M
5
DP
Denver PWM
Colorado
+$16.1M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$287M
2
Osaic Holdings
Osaic Holdings
Arizona
-$82.5M
3
HighTower Advisors
HighTower Advisors
Illinois
-$61.5M
4
Morgan Stanley
Morgan Stanley
New York
-$55.6M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$35M -$243K -9,636 -0.7%
DW
27
Dodds Wealth
Colorado
$34.5M +$1.86M +73,572 +6%
GG
28
GenWealth Group
New Jersey
$33.6M +$755K +29,829 +2%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$32.8M +$22.2M +877,023 +209%
FWP
30
FAS Wealth Partners
Kansas
$31.6M -$1.19M -47,034 -4%
NCMW
31
Northern Capital Management (Washington)
Washington
$31.1M +$5.82M +229,608 +23%
PCIA
32
Prime Capital Investment Advisors
Kansas
$30.1M +$6.45M +254,508 +27%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$29.3M -$1.05M -41,643 -3%
HWM
34
HRC Wealth Management
Idaho
$29M -$11.2K -441 -0%
BA
35
Ballast Advisors
Minnesota
$28.8M +$1.72M +68,037 +6%
FFN
36
Focus Financial Network
Minnesota
$28.3M -$27.3M -1,139,892 -49%
XF
37
XML Financial
Maryland
$27.6M -$279K -11,019 -1%
BPA
38
Beacon Pointe Advisors
California
$27M -$14.2K -561 -0.1%
Wells Fargo
39
Wells Fargo
California
$26.1M -$1.89M -74,700 -7%
CFG
40
Cooper Financial Group
California
$25.5M +$2.77M +109,395 +12%
TWM
41
Tradition Wealth Management
Minnesota
$25.3M +$25.3M +999,513 New
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$25M +$195K +7,707 +0.8%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$24.9M -$12.4M -491,193 -33%
CCWA
44
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.8M -$821K -32,433 -3%
MCM
45
MAI Capital Management
Ohio
$24.4M +$14.7M +581,367 +152%
MFGP
46
Marshall Financial Group (Pennsylvania)
Pennsylvania
$23.4M +$708K +27,939 +3%
GIA
47
GHP Investment Advisors
Colorado
$23.2M +$510K +20,142 +2%
SFG
48
Sage Financial Group
Pennsylvania
$21.2M -$524K -20,688 -2%
Creative Planning
49
Creative Planning
Kansas
$20.9M -$151K -5,952 -0.7%
Cerity Partners
50
Cerity Partners
New York
$20.8M +$22.2K +879 +0.1%
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