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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 %
MWM
576
Mission Wealth Management
California
$254K – – –
USCWA
577
U.S. Capital Wealth Advisors
Texas
$254K – – –
BA
578
Bellwether Advisors
Nebraska
$254K +$254K +9,474 New
HGERS
579
Householder Group Estate & Retirement Specialist
Arizona
$253K -$58.6K -2,196 -19%
FRA
580
Front Row Advisors
California
$251K +$22.1K +825 +10%
LIA
581
Lynx Investment Advisory
District of Columbia
$249K +$80 +3 +0%
OCPWS
582
One Charles Private Wealth Services
Massachusetts
$248K -$53.1K -1,983 -18%
AIM
583
Aspen Investment Management
Michigan
$244K -$11.7K -435 -5%
FCM
584
Firestone Capital Management
Florida
$243K +$2.73K +102 +1%
FVIM
585
Fort Vancouver Investment Management
Washington
$243K -$563 -21 -0.2%
AC
586
Apella Capital
Connecticut
$241K – – –
JWA
587
JFS Wealth Advisors
Pennsylvania
$238K +$80 +3 +0%
SNBOSD
588
Security National Bank of So Dak
Iowa
$238K – – –
CCM
589
Ciovacco Capital Management
Georgia
$236K +$236K +8,790 New
GI
590
GAMMA Investing
California
$235K – – –
GI
591
GS Investments
Minnesota
$235K -$19K -711 -8%
PWM
592
PBMares Wealth Management
Virginia
$234K – – –
TFA
593
Teamwork Financial Advisors
Texas
$232K -$10.8K -405 -4%
KPWG
594
KFA Private Wealth Group
Virginia
$232K – – –
TWM
595
TCFG Wealth Management
California
$232K +$232K +8,652 New
BWM
596
Brickley Wealth Management
California
$232K +$6.75K +252 +3%
LWL
597
Leo Wealth LLC
Texas
$231K +$402 +15 +0.2%
RSWA
598
Robinson Smith Wealth Advisors
Maine
$228K – – –
MC
599
Matisse Capital
Oregon
$228K – – –
SWIG
600
Strategic Wealth Investment Group
Kentucky
$228K – – –
22 23
24
25 26