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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 %
MCP
501
Mirador Capital Partners
California
$351K -$6.59K -246 -2%
FFA
502
Fi3 Financial Advisors
Indiana
$350K +$350K +13,074 New
CL
503
Choreo LLC
Illinois
$350K -$465K -17,433 -57%
AWM
504
Accurate Wealth Management
Florida
$350K +$231K +25,551 +193%
ML
505
Mayport LLC
Massachusetts
$349K – – –
PVI
506
Pine Valley Investments
New Jersey
$346K +$96.1K +3,585 +38%
GWA
507
Geometric Wealth Advisors
District of Columbia
$345K +$563 +21 +0.2%
GCM
508
G2 Capital Management
Ohio
$343K – – –
AAM
509
Austin Asset Management
Texas
$342K – – –
VCA
510
Verdence Capital Advisors
Maryland
$341K +$64.5K +2,406 +23%
AAS
511
Ameritas Advisory Services
Nebraska
$337K -$98.9K -3,690 -23%
IAA
512
Independent Advisor Alliance
North Carolina
$335K +$6.99K +261 +2%
FA
513
FSA Advisors
Michigan
$332K +$3.29K +123 +1%
BIA
514
Bell Investment Advisors
California
$331K – – –
IC
515
IEQ Capital
California
$331K – – –
UAG
516
United Advisor Group
Ohio
$331K -$1.13K -42 -0.3%
OSAM
517
O'Shaughnessy Asset Management
Connecticut
$329K +$69.9K +7,719 +27%
PNC Financial Services Group
518
PNC Financial Services Group
Pennsylvania
$328K -$5.71K -213 -2%
P
519
&Partners
Tennessee
$327K +$327K +12,207 New
AIA
520
Allied Investment Advisors
Montana
$326K – – –
Qube Research & Technologies (QRT)
521
Qube Research & Technologies (QRT)
United Kingdom
$325K +$132K +4,920 +68%
BMO
522
Beck Mack & Oliver
New York
$325K +$3.7K +138 +1%
AIM
523
AHL Investment Management
Florida
$325K – – –
FIA
524
Foundations Investment Advisors
Arizona
$324K +$37.8K +1,410 +13%
AIM
525
Acropolis Investment Management
Missouri
$320K – – –
19 20
21
22 23