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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 %
AAM
551
Austin Asset Management
Texas
$333K – – –
AQR Capital Management
552
AQR Capital Management
Connecticut
$330K +$36.4K +1,397 +12%
SWA
553
Sterling Wealth Advisors
Florida
$330K +$330K +12,660 New
CHA
554
Cooper/Haims Advisors
New York
$329K +$329K +12,630 New
MFG
555
Merit Financial Group
Georgia
$329K +$77.9K +2,989 +31%
AWM
556
Accurate Wealth Management
Florida
$326K -$674K -26,138 -67%
AssetMark Inc
557
AssetMark Inc
California
$325K +$113K +4,324 +53%
OC
558
Oarsman Capital
Wisconsin
$323K +$47.9K +1,839 +17%
BIA
559
Bell Investment Advisors
California
$322K – – –
VCA
560
Verdence Capital Advisors
Maryland
$322K -$10.1K -389 -3%
EPM
561
Elm Partners Management
Pennsylvania
$322K +$322K +12,339 New
P
562
&Partners
Tennessee
$321K +$838 +32 +0.3%
SWIG
563
Strategic Wealth Investment Group
Kentucky
$320K +$97.8K +3,752 +44%
UAG
564
United Advisor Group
Ohio
$320K -$2.58K -99 -0.8%
HC
565
Hurley Capital
New York
$318K +$318K +12,152 New
VCP
566
Vista Capital Partners
Oregon
$317K -$28.3K -1,084 -8%
AIA
567
Allied Investment Advisors
Montana
$317K – – –
AIM
568
AHL Investment Management
Florida
$316K – – –
PAYA
569
Phil A. Younker & Associates
Alaska
$313K +$313K +12,000 New
FA
570
FSA Advisors
Michigan
$312K -$10.8K -416 -3%
AIM
571
Acropolis Investment Management
Missouri
$311K – – –
PNC Financial Services Group
572
PNC Financial Services Group
Pennsylvania
$310K -$9.07K -348 -3%
AWA
573
Acorn Wealth Advisors
Michigan
$309K +$15.8K +605 +5%
HCM
574
Hengehold Capital Management
Ohio
$308K +$9.93K +381 +3%
CA
575
Cambridge Advisors
Nebraska
$308K +$14.2K +544 +5%
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