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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

810 hedge funds and large institutions have $9.84B 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, 276 reducing their positions, and 55 closing their positions.

Holders
810
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
276
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$1.01B
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$51.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$415M
4
Goldman Sachs
4
Goldman Sachs
New York
$21M
5
AAS
5
Avantax Advisory Services
Texas
$42.9M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.27B
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$89.3M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.44B
4
DW
4
Dodds Wealth
Colorado
$34.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$292M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCI
26
Financial Counselors Inc
Kansas
$47.1M +$1.43M +54,761 +3%
Bank of America
27
Bank of America
North Carolina
$46.6M +$4.05M +155,497 +10%
AAS
28
Avantax Advisory Services
Texas
$42.9M +$14.3M +547,604 +50%
BMWS
29
Brady Martz Wealth Solutions
North Dakota
$42.7M +$42.7M +1,630,893 New
SWRP
30
Summit Wealth & Retirement Planning
California
$42.1M -$170K -6,513 -0.4%
OIA
31
OneDigital Investment Advisors
Kansas
$39.6M -$3.26M -124,872 -8%
Ameriprise
32
Ameriprise
Minnesota
$38.9M +$3.7M +141,741 +11%
CFG
33
Cooper Financial Group
California
$37.3M +$2.32M +88,903 +7%
GG
34
GenWealth Group
New Jersey
$36.6M +$1.06M +40,614 +3%
AFG
35
Atomi Financial Group
New York
$35.4M +$1.73M +66,256 +5%
DW
36
Dodds Wealth
Colorado
$34.6M -$71.9M -2,654,620 -67%
DB
37
Dravo Bay
Delaware
$32.7M +$940K +36,061 +3%
XF
38
XML Financial
Maryland
$31.2M +$1.16M +44,576 +4%
NCMW
39
Northern Capital Management (Washington)
Washington
$31.2M +$67.4K +2,587 +0.2%
HWM
40
HRC Wealth Management
Idaho
$31M +$470K +18,025 +2%
FWP
41
FAS Wealth Partners
Kansas
$30.6M -$1.1M -42,052 -3%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$30.4M -$2.43M -90,070 -7%
BA
43
Ballast Advisors
Minnesota
$30.3M +$291K +11,173 +1%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$30.2M -$1.52M -58,236 -5%
BDF
45
Black Diamond Financial
Maryland
$30M +$2.97M +113,966 +11%
MFG
46
MidWestOne Financial Group
Iowa
$29.4M +$141K +5,423 +0.5%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$27.6M +$1.75M +67,029 +7%
VC
48
Veery Capital
Delaware
$27.1M +$4.69M +179,844 +21%
Wells Fargo
49
Wells Fargo
California
$26.9M -$99.3K -3,810 -0.4%
FFN
50
Focus Financial Network
Minnesota
$26.9M -$2.52M -96,790 -9%
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