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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 %
SC
576
Schoolcraft Capital
Colorado
$232K – – –
FCM
577
Firestone Capital Management
Florida
$227K +$1.22K +48 +0.5%
WMR
578
Wealth Management Resources
Rhode Island
$227K -$29.6K -1,167 -12%
CCM
579
Cutler Capital Management
Massachusetts
$225K -$53.2K -2,100 -19%
AC
580
Apella Capital
Connecticut
$225K – – –
SNBOSD
581
Security National Bank of So Dak
Iowa
$225K – – –
WI
582
Wintrust Investments
Illinois
$223K – – –
PWM
583
PBMares Wealth Management
Virginia
$221K +$221K +8,721 New
SIC
584
Salem Investment Counselors
North Carolina
$219K – – –
LEFP
585
Leading Edge Financial Planning
Tennessee
$219K -$59.9K -2,364 -22%
MC
586
Matisse Capital
Oregon
$218K – – –
JWA
587
JFS Wealth Advisors
Pennsylvania
$217K +$988 +39 +0.5%
RSWA
588
Robinson Smith Wealth Advisors
Maine
$216K +$216K +8,514 New
FWM
589
Focused Wealth Management
New York
$213K +$1.14K +45 +0.5%
AWA
590
Arkadios Wealth Advisors
Georgia
$213K -$5.7K -225 -3%
BWM
591
Brickley Wealth Management
California
$212K +$212K +8,355 New
MFG
592
Magnus Financial Group
New York
$212K -$234K -9,246 -53%
HI
593
Harbour Investments
Wisconsin
$211K -$161K -6,354 -43%
ZIC
594
ZWJ Investment Counsel
Georgia
$210K +$210K +8,301 New
LFS
595
Lutz Financial Services
Nebraska
$210K +$210K +8,277 New
EL
596
Essex LLC
Illinois
$209K +$209K +8,271 New
SFG
597
Synergy Financial Group
California
$208K +$208K +8,205 New
OC
598
Oarsman Capital
Wisconsin
$207K +$207K +8,178 New
WHCFA
599
William Howard & Co Financial Advisors
Tennessee
$206K +$206K +8,133 New
AG
600
Advocate Group
Minnesota
$205K +$205K +8,100 New
22 23
24
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