SCHV icon

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 %
SFWC
551
Strategic Family Wealth Counselors
New Jersey
$270K – – –
USCWA
552
U.S. Capital Wealth Advisors
Texas
$267K +$267K +10,533 New
VCA
553
Verdence Capital Advisors
Maryland
$265K +$1.37K +54 +0.5%
APG
554
Abacus Planning Group
South Carolina
$264K +$6K +237 +2%
DFA
555
DHJJ Financial Advisors
Illinois
$262K -$228 -9 -0.1%
CAM
556
Clark Asset Management
New Hampshire
$262K – – –
IFPL
557
Investments & Financial Planning LLC
Kentucky
$260K +$76 +3 +0%
GI
558
GS Investments
Minnesota
$260K -$608 -24 -0.2%
AFP
559
Ausdal Financial Partners
Iowa
$257K +$76 +3 +0%
CRC
560
Curi RMB Capital
Illinois
$255K +$255K +10,050 New
SC
561
Shearwater Capital
Colorado
$253K – – –
IWP
562
IAG Wealth Partners
Wisconsin
$253K – – –
SIA
563
SeaBridge Investment Advisors
New Jersey
$250K – – –
PS
564
Principal Securities
Iowa
$248K -$14K -552 -5%
SWPG
565
Strategic Wealth Partners Group
Illinois
$248K -$18.3K -723 -7%
FWM
566
Forza Wealth Management
Florida
$247K – – –
KPWG
567
KFA Private Wealth Group
Virginia
$246K +$246K +9,726 New
B
568
Bensler
Washington
$246K +$228 +9 +0.1%
EFN
569
Equita Financial Network
Pennsylvania
$246K +$246K +9,711 New
PVI
570
Pine Valley Investments
New Jersey
$244K -$24.4K -963 -9%
PA
571
PFG Advisors
Arizona
$241K +$241K +9,504 New
VCWA
572
Vanguard Capital Wealth Advisors
Colorado
$235K +$4.48K +177 +2%
Qube Research & Technologies (QRT)
573
Qube Research & Technologies (QRT)
United Kingdom
$234K +$197K +7,794 +533%
AIM
574
Aspen Investment Management
Michigan
$234K +$152 +6 +0.1%
SIG
575
Stonegate Investment Group
Alabama
$233K +$233K +9,210 New
21 22
23
24 25