SCHV icon

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
$390M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.52B
3
MGIA
Moneta Group Investment Advisors
Missouri
$88.7M
4
SEI Investments
SEI Investments
Pennsylvania
$975M
5
DB
Dravo Bay
Delaware
$32.6M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
$266M
2
MG
Mather Group
Illinois
$864M
3
Osaic Holdings
Osaic Holdings
Arizona
$341M
4
KF
Krilogy Financial
Missouri
$70.7M
5
CI
CX Institutional
Indiana
$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCFG
601
New Century Financial Group
New Jersey
$227K +$2.81K +105 +1%
Members Trust
602
Members Trust
Florida
$227K -$93.3K -3,483 -29%
SIC
603
Salem Investment Counselors
North Carolina
$224K -$7.23K -270 -3%
AWM
604
Aprio Wealth Management
Georgia
$224K -$4.66K -174 -2%
FWM
605
Focused Wealth Management
New York
$224K +$2.57K +96 +1%
ZIC
606
ZWJ Investment Counsel
Georgia
$224K +$1.37K +51 +0.6%
OAM
607
Oppenheimer Asset Management
New York
$223K – – –
CF
608
Centaurus Financial
California
$223K +$16.3K +609 +8%
BRIA
609
Balanced Rock Investment Advisors
Massachusetts
$222K – – –
LFS
610
Lutz Financial Services
Nebraska
$222K – – –
EL
611
Essex LLC
Illinois
$222K – – –
WHCFA
612
William Howard & Co Financial Advisors
Tennessee
$220K +$2.57K +96 +1%
CA
613
CWC Advisors
Oregon
$220K +$220K +8,199 New
LEFP
614
Leading Edge Financial Planning
Tennessee
$220K – – –
AIM
615
Anchor Investment Management
South Carolina
$219K +$321 +12 +0.1%
AssetMark Inc
616
AssetMark Inc
California
$219K -$20.7K -774 -9%
WS
617
Wedbush Securities
California
$218K +$218K +8,139 New
SFG
618
Synergy Financial Group
California
$217K – – –
AG
619
Advocate Group
Minnesota
$217K – – –
Vanguard Group
620
Vanguard Group
Pennsylvania
$214K +$214K +8,004 New
HFBOT
621
Home Federal Bank of Tennessee
Tennessee
$212K +$212K +7,905 New
GLA
622
Good Life Advisors
Pennsylvania
$211K +$211K +7,884 New
CAM
623
Clark Asset Management
New Hampshire
$211K -$66.1K -2,466 -24%
AP
624
Adero Partners
California
$211K +$211K +7,857 New
KMWM
625
Keudell/Morrison Wealth Management
Oregon
$209K +$209K +7,800 New
23 24
25
26 27