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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

779 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, 261 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
+23
Holders Change %
+3.04%
% of All Funds
11.27%
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
261
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 %
CAL
551
Capital Analysts LLC
Pennsylvania
$282K +$80.3K +3,003 +40%
PCA
552
Prosperity Capital Advisors
Ohio
$282K -$5.14K -192 -2%
SPC
553
Sigma Planning Corp
Michigan
$279K -$68.1K -2,541 -20%
PS
554
Principal Securities
Iowa
$279K +$20.4K +762 +8%
KBFS
555
Kohmann Bosshard Financial Services
Ohio
$278K – – –
DWM
556
Destination Wealth Management
California
$278K +$278K +10,377 New
NFG
557
Nations Financial Group
Iowa
$275K -$11.3K -420 -4%
IFPL
558
Investments & Financial Planning LLC
Kentucky
$274K +$321 +12 +0.1%
AIM
559
AMI Investment Management
Indiana
$274K -$42.2K -1,575 -13%
CW
560
Code Waechter
Florida
$272K +$272K +10,167 New
IP
561
Ignite Planners
California
$271K -$60.7K -2,265 -18%
DFA
562
DHJJ Financial Advisors
Illinois
$271K +$402 +15 +0.1%
FCH
563
Freestone Capital Holdings
Washington
$269K +$269K +10,050 New
PFBT
564
Parkside Financial Bank & Trust
Missouri
$268K -$45.4K -1,695 -14%
HWA
565
Hillcrest Wealth Advisors
New Jersey
$268K – – –
SC
566
Shearwater Capital
Colorado
$268K – – –
RWM
567
RBA Wealth Management
California
$268K -$39.8K -1,485 -13%
MFC
568
Morris Financial Concepts
South Carolina
$267K -$12.4K -462 -4%
PA
569
PFG Advisors
Arizona
$266K -$30.3K -1,131 -10%
SIA
570
SeaBridge Investment Advisors
New Jersey
$264K – – –
FWM
571
Forza Wealth Management
Florida
$262K – – –
B
572
Bensler
Washington
$261K +$563 +21 +0.2%
DWG
573
Darden Wealth Group
Michigan
$260K – – –
MFG
574
Merit Financial Group
Georgia
$258K +$804 +30 +0.3%
IWP
575
IAG Wealth Partners
Wisconsin
$256K – – –
21 22
23
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