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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

778 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, 260 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
778
Holders Change
+23
Holders Change %
+3.05%
% of All Funds
11.25%
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
260
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 %
LWM
476
Lakeridge Wealth Management
Ohio
$422K – – –
RC
477
Roundview Capital
New Jersey
$416K – – –
TF
478
Theory Financial
Colorado
$414K +$68.6K +7,758 +20%
WC
479
Waterloo Capital
Texas
$411K +$4.5K +168 +1%
SC
480
Schoolcraft Capital
Colorado
$406K – – –
KLI
481
Kelman-Lazarov Inc
Tennessee
$405K +$25.1K +936 +7%
MCM
482
Mengis Capital Management
Oregon
$404K -$50.2K -1,875 -11%
SIA
483
Soltis Investment Advisors
Utah
$402K – – –
SWM
484
Schwallier Wealth Management
Michigan
$401K +$4.42K +165 +1%
AI
485
Atria Investments
North Carolina
$398K -$78.2K -2,919 -16%
LF
486
LifeSteps Financial
California
$398K -$1.53K -57 -0.4%
MA
487
MONECO Advisors
Connecticut
$390K -$20.5K -765 -5%
CIA
488
Cascade Investment Advisors
Oregon
$389K +$15.8K +591 +4%
PIMG
489
Patriot Investment Management Group
Tennessee
$376K +$2.73K +102 +0.7%
HWA
490
HHM Wealth Advisors
Tennessee
$375K +$161 +6 +0%
TLA
491
Tanglewood Legacy Advisors
Texas
$374K – – –
TVM
492
True Vision MN
Minnesota
$366K +$2.41K +90 +0.7%
KC
493
Kades & Cheifetz
Pennsylvania
$364K +$4.1K +153 +1%
SAG
494
SageView Advisory Group
California
$361K -$110K -4,107 -23%
ABC
495
Associated Banc-Corp
Wisconsin
$360K – – –
TC
496
Tenret Company
Florida
$357K – – –
Tudor Investment Corp
497
Tudor Investment Corp
Connecticut
$356K -$2.09M -77,970 -85%
WP
498
Westmount Partners
California
$356K – – –
GWMR
499
GC Wealth Management RIA
Massachusetts
$355K +$355K +13,257 New
VCP
500
Vista Capital Partners
Oregon
$355K -$74.4K -2,778 -17%
18 19
20
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