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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
$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 %
AC
626
AlphaCore Capital
California
$208K -$4.74K -177 -2%
AFP
627
Ausdal Financial Partners
Iowa
$207K -$32.7K -1,221 -14%
SWM
628
Silverlake Wealth Management
Vermont
$207K +$207K +7,710 New
GVAG
629
Great Valley Advisor Group
Delaware
$204K -$127K -4,734 -38%
SIS
630
Strategic Investment Solutions
Illinois
$203K -$85.2K -3,180 -30%
TWA
631
TCI Wealth Advisors
Arizona
$202K +$202K +7,536 New
PPWM
632
Perissos Private Wealth Management
Oklahoma
$202K +$202K +7,524 New
WMR
633
Wealth Management Resources
Rhode Island
$201K +$201K +7,512 New
SIA
634
SGL Investment Advisors
Montana
$200K +$200K +22,038 New
CIAS
635
Capital Investment Advisory Services
North Carolina
$192K +$72.7K +2,715 +61%
PCMC
636
Planning Capital Management Corporation
Pennsylvania
$191K +$2.09K +78 +1%
GA
637
GoalVest Advisory
New York
$184K – – –
CPA
638
Capital Performance Advisors
California
$184K +$184K +6,858 New
TRCT
639
Tower Research Capital (TRC)
New York
$177K +$170K +6,339 +2,322%
RI
640
Ridgewood Investments
New Jersey
$177K +$135K +5,034 +320%
CFGS
641
Concourse Financial Group Securities
Alabama
$172K – – –
CCM
642
Chilton Capital Management
Texas
$171K – – –
WPA
643
West Paces Advisors
Georgia
$169K – – –
SAM
644
Smartleaf Asset Management
Massachusetts
$159K +$82.8K +3,099 +108%
PS
645
Planned Solutions
California
$158K +$158K +5,880 New
HBW
646
Hazlett, Burt & Watson
West Virginia
$152K – – –
BGAI
647
Bruce G. Allen Investments
Colorado
$143K +$1.61K +60 +1%
RF
648
Robbins Farley
New Hampshire
$142K -$9.4K -351 -6%
AIA
649
Arcadia Investment Advisors
Idaho
$142K – – –
MTIC
650
Missouri Trust & Investment Company
Missouri
$136K -$20.1K -750 -13%
24 25
26
27 28