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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

748 hedge funds and large institutions have $7.63B invested in Schwab US Large-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 234 increasing their positions, 298 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+26
Holders Change %
+3.6%
% of All Funds
10.84%
Holding in Top 10
66
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.96%
New
78
Increased
234
Reduced
298
Closed
42
Calls
$691K
Puts
–
Net Calls
+$691K
Net Calls Change
-$936K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$43.1M
2
TWM
Tradition Wealth Management
Minnesota
+$25.3M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$22.2M
4
MGIA
Moneta Group Investment Advisors
Missouri
+$20.4M
5
DP
Denver PWM
Colorado
+$16.1M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$287M
2
Osaic Holdings
Osaic Holdings
Arizona
-$82.5M
3
HighTower Advisors
HighTower Advisors
Illinois
-$61.5M
4
Morgan Stanley
Morgan Stanley
New York
-$55.6M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMO
526
Beck Mack & Oliver
New York
$304K -$116K -4,572 -28%
AIM
527
Acropolis Investment Management
Missouri
$302K – – –
PFBT
528
Parkside Financial Bank & Trust
Missouri
$296K -$3.8K -150 -1%
Empower Advisory Group
529
Empower Advisory Group
Colorado
$295K +$12K +474 +4%
CFGS
530
Concourse Financial Group Securities
Alabama
$293K -$701K -27,669 -71%
CA
531
Cambridge Advisors
Nebraska
$291K +$228 +9 +0.1%
TFA
532
Teamwork Financial Advisors
Texas
$289K -$21.1K -834 -7%
AIA
533
AIMZ Investment Advisors
California
$289K – – –
UAG
534
United Advisor Group
Ohio
$288K +$288K +11,352 New
TWM
535
TriaGen Wealth Management
California
$287K -$1.14K -45 -0.4%
FWTB
536
First Western Trust Bank
Colorado
$286K – – –
QHA
537
Quarry Hill Advisors
Minnesota
$285K – – –
EAM
538
Evanson Asset Management
California
$283K +$228 +9 +0.1%
EB
539
Emprise Bank
Kansas
$283K +$283K +11,160 New
CD
540
Chapin Davis
Maryland
$281K -$49.5K -1,953 -15%
TGAM
541
TBH Global Asset Management
Tennessee
$280K – – –
CFS
542
CRA Financial Services
New Jersey
$278K -$2.43K -96 -0.9%
HWA
543
Hillcrest Wealth Advisors
New Jersey
$276K – – –
PNC Financial Services Group
544
PNC Financial Services Group
Pennsylvania
$276K -$41.7K -1,647 -13%
LC
545
Landaas & Company
Wisconsin
$275K – – –
GWM
546
Geneos Wealth Management
Colorado
$273K -$8.13K -321 -3%
KBFS
547
Kohmann Bosshard Financial Services
Ohio
$272K – – –
PWA
548
Physician Wealth Advisors
Utah
$272K – – –
MFG
549
Merit Financial Group
Georgia
$271K +$271K +11,100 New
AIM
550
AMI Investment Management
Indiana
$271K +$20.4K +804 +8%
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