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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 %
BMCM
501
Bryn Mawr Capital Management
Pennsylvania
$409K -$127K -4,875 -24%
TF
502
Theory Financial
Colorado
$407K -$814K -31,236 -67%
BIM
503
Bridges Investment Management
Nebraska
$407K -$21.9K -840 -5%
Citadel Advisors
504
Citadel Advisors
Florida
$406K -$2.35M -90,282 -85%
CIBC Private Wealth Group
505
CIBC Private Wealth Group
Georgia
$405K -$39.2K -1,500 -9%
PIN
506
Prudent Investors Network
California
$405K +$405K +15,518 New
RC
507
Roundview Capital
New Jersey
$405K – – –
WC
508
Waterloo Capital
Texas
$403K +$2.35K +90 +0.6%
Empower Advisory Group
509
Empower Advisory Group
Colorado
$395K +$104K +4,008 +36%
SB
510
Strategic Blueprint
Georgia
$395K +$395K +15,153 New
GAA
511
Guardian Asset Advisors
Pennsylvania
$395K -$220K -8,460 -36%
SC
512
Schoolcraft Capital
Colorado
$394K -$261 -10 -0.1%
SWM
513
Schwallier Wealth Management
Michigan
$394K +$3.29K +126 +0.8%
KLI
514
Kelman-Lazarov Inc
Tennessee
$391K -$2.92K -112 -0.7%
SIA
515
Soltis Investment Advisors
Utah
$391K – – –
AWM
516
Avior Wealth Management
Nebraska
$390K -$42.1K -1,613 -10%
LWM
517
Lakeridge Wealth Management
Ohio
$388K -$22.4K -860 -5%
LF
518
LifeSteps Financial
California
$388K +$991 +38 +0.3%
CIA
519
Cascade Investment Advisors
Oregon
$386K +$7.59K +291 +2%
MCM
520
Mengis Capital Management
Oregon
$381K -$11.9K -457 -3%
MA
521
MONECO Advisors
Connecticut
$381K +$1.12K +43 +0.3%
RIM
522
Rockbridge Investment Management
New York
$380K -$31.3K -1,200 -8%
QCM
523
Quantinno Capital Management
New York
$377K +$377K +14,445 New
MAM
524
Marotta Asset Management
Virginia
$373K -$59.2K -2,279 -14%
AI
525
Atria Investments
North Carolina
$373K -$14.1K -542 -4%
19 20
21
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