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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 %
BFWM
576
Bright Futures Wealth Management
New York
$308K +$308K +11,358 New
CL
577
Choreo LLC
Illinois
$305K -$36.2K -1,389 -11%
HCP
578
Hardin Capital Partners
South Carolina
$305K – – –
EAM
579
Evanson Asset Management
California
$301K +$313 +12 +0.1%
TI
580
Truepoint Inc
Ohio
$301K +$18.4K +705 +7%
CIAS
581
Capital Investment Advisory Services
North Carolina
$299K +$112K +4,286 +60%
PWMG
582
Prestige Wealth Management Group
New Jersey
$299K – – –
KA
583
Klingman & Associates
New York
$298K -$156K -6,003 -34%
CD
584
Chapin Davis
Maryland
$297K -$595K -7,402 -67%
Qube Research & Technologies (QRT)
585
Qube Research & Technologies (QRT)
United Kingdom
$297K -$19.2K -736 -6%
AIA
586
AIMZ Investment Advisors
California
$297K – – –
CGFA
587
Colton Groome Financial Advisors
North Carolina
$296K -$1.9K -73 -0.6%
TWM
588
TriaGen Wealth Management
California
$295K – – –
FWTB
589
First Western Trust Bank
Colorado
$295K – – –
GWMR
590
GC Wealth Management RIA
Massachusetts
$293K -$52.1K -2,000 -15%
QHA
591
Quarry Hill Advisors
Minnesota
$293K – – –
WW
592
Waterfront Wealth
Kansas
$289K -$578K -22,188 -67%
BWM
593
Brickley Wealth Management
California
$289K +$63.4K +2,430 +28%
TGAM
594
TBH Global Asset Management
Tennessee
$289K – – –
SIA
595
SeaBridge Investment Advisors
New Jersey
$288K +$30.5K +1,170 +12%
FVWA
596
Foster Victor Wealth Advisors
South Carolina
$286K -$3.64M -135,427 -93%
FA
597
FF Advisors
California
$283K -$567K -21,120 -67%
APG
598
Abacus Planning Group
South Carolina
$280K +$4.93K +189 +2%
DI
599
Disciplined Investors
Texas
$276K +$276K +10,626 New
PCA
600
Prosperity Capital Advisors
Ohio
$274K -$26 -1 -0%
22 23
24
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