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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 %
HI
601
Harbour Investments
Wisconsin
$272K -$3.81K -146 -1%
MAMG
602
Milestone Asset Management Group
Connecticut
$271K +$271K +10,412 New
KC
603
Kades & Cheifetz
Pennsylvania
$271K -$83.3K -3,194 -23%
PA
604
PFG Advisors
Arizona
$271K +$12.1K +465 +5%
FWI
605
Facet Wealth Inc
Maryland
$270K +$270K +9,959 New
IFPL
606
Investments & Financial Planning LLC
Kentucky
$265K -$1.07K -41 -0.4%
CW
607
Code Waechter
Florida
$265K -$26 -1 -0%
FCH
608
Freestone Capital Holdings
Washington
$265K +$2.82K +108 +1%
DFA
609
DHJJ Financial Advisors
Illinois
$264K +$130 +5 +0%
JWA
610
JFS Wealth Advisors
Pennsylvania
$264K +$32K +1,226 +14%
PFBT
611
Parkside Financial Bank & Trust
Missouri
$261K -$26 -1 -0%
HWA
612
Hillcrest Wealth Advisors
New Jersey
$261K – – –
SC
613
Shearwater Capital
Colorado
$260K -$26 -1 -0%
MFC
614
Morris Financial Concepts
South Carolina
$256K -$3.99K -153 -2%
FWM
615
Forza Wealth Management
Florida
$255K – – –
B
616
Bensler
Washington
$254K +$313 +12 +0.1%
PS
617
Principal Securities
Iowa
$252K -$19.1K -733 -7%
CF
618
Centaurus Financial
California
$252K +$35.1K +1,347 +16%
IWP
619
IAG Wealth Partners
Wisconsin
$249K – – –
MWM
620
Mission Wealth Management
California
$247K – – –
BA
621
Bellwether Advisors
Nebraska
$247K -$26 -1 -0%
FRA
622
Front Row Advisors
California
$244K – – –
CRC
623
Curi RMB Capital
Illinois
$244K -$4.9K -188 -2%
HBW
624
Hazlett, Burt & Watson
West Virginia
$243K +$95.8K +3,680 +65%
SPC
625
Sigma Planning Corp
Michigan
$243K -$28.7K -1,102 -11%
23 24
25
26 27