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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 %
Goldman Sachs
526
Goldman Sachs
New York
$317K – – –
HCP
527
Hardin Capital Partners
South Carolina
$311K – – –
EAM
528
Evanson Asset Management
California
$309K +$9.49K +354 +3%
PWMG
529
Prestige Wealth Management Group
New Jersey
$307K -$60.3K -2,250 -16%
CGFA
530
Colton Groome Financial Advisors
North Carolina
$307K -$45K -1,680 -13%
HCM
531
Hengehold Capital Management
Ohio
$306K -$23.9K -891 -7%
AIA
532
AIMZ Investment Advisors
California
$305K – – –
TWM
533
TriaGen Wealth Management
California
$303K – – –
FWTB
534
First Western Trust Bank
Colorado
$303K – – –
AQR Capital Management
535
AQR Capital Management
Connecticut
$302K +$302K +11,268 New
CA
536
Cambridge Advisors
Nebraska
$302K +$482 +18 +0.2%
AWA
537
Acorn Wealth Advisors
Michigan
$302K -$35.4K -1,323 -11%
QHA
538
Quarry Hill Advisors
Minnesota
$301K -$482 -18 -0.2%
EB
539
Emprise Bank
Kansas
$299K – – –
Empower Advisory Group
540
Empower Advisory Group
Colorado
$299K +$5.79K +216 +2%
CD
541
Chapin Davis
Maryland
$297K – – –
WW
542
Waterfront Wealth
Kansas
$297K +$195K +21,828 +191%
TGAM
543
TBH Global Asset Management
Tennessee
$297K -$60.6K -2,262 -17%
TI
544
Truepoint Inc
Ohio
$290K -$32.6K -1,218 -10%
FA
545
FF Advisors
California
$287K +$191K +21,120 +200%
SFWC
546
Strategic Family Wealth Counselors
New Jersey
$285K – – –
HI
547
Harbour Investments
Wisconsin
$284K +$62.9K +2,349 +29%
OC
548
Oarsman Capital
Wisconsin
$283K -$1.77K -66 -0.6%
APG
549
Abacus Planning Group
South Carolina
$283K +$3.62K +135 +1%
CAL
550
Capital Analysts LLC
Pennsylvania
$282K +$80.3K +3,003 +40%
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