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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 %
SMA
476
Sage Mountain Advisors
Georgia
$488K – – –
RCM
477
Radnor Capital Management
Pennsylvania
$475K -$475K -18,210 -50%
WSFS
478
Wilmington Savings Fund Society
Delaware
$475K – – –
JPLA
479
Joseph P. Lucia & Associates
New York
$470K +$521 +20 +0.1%
AFP
480
Ausdal Financial Partners
Iowa
$465K +$264K +10,110 +131%
ACA
481
Aptus Capital Advisors
Alabama
$464K +$122K +4,671 +36%
CPIG
482
Chicago Partners Investment Group
Illinois
$461K -$860K -32,903 -65%
CFD
483
Creative Financial Designs
Indiana
$460K -$1.7K -65 -0.4%
TW
484
TrinityPoint Wealth
Connecticut
$456K +$2.53K +97 +0.6%
AIS
485
American Investment Services
Massachusetts
$450K -$704 -27 -0.2%
SSWM
486
Smith Salley Wealth Management
North Carolina
$442K -$26 -1 -0%
SAG
487
SageView Advisory Group
California
$440K +$89K +3,412 +25%
WP
488
Wealthspan Partners
Iowa
$438K – – –
ZF
489
Zhang Financial
Michigan
$434K +$2.24K +86 +0.5%
AIM
490
Avity Investment Management
Connecticut
$434K +$12.4K +475 +3%
SFWC
491
Strategic Family Wealth Counselors
New Jersey
$433K +$156K +5,965 +56%
WPC
492
Wedmont Private Capital
Pennsylvania
$430K +$430K +16,679 New
RFA
493
Resurgent Financial Advisors
Georgia
$427K -$2.69K -103 -0.6%
BEI
494
Benjamin Edwards Inc
Missouri
$427K +$427K +16,377 New
DIS
495
Diversified Investment Strategies
Louisiana
$427K -$8.99K -345 -2%
PGAM
496
Princeton Global Asset Management
New Jersey
$424K -$26 -1 -0%
GA
497
Goldstein Advisors
Wisconsin
$420K -$33.5K -1,285 -7%
SPWM
498
Schrum Private Wealth Management
Florida
$420K -$419K -16,089 -50%
FIA
499
Foundations Investment Advisors
Arizona
$419K +$103K +3,955 +33%
TCM
500
TruNorth Capital Management
Michigan
$414K – – –
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20
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