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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 %
OCPWS
626
One Charles Private Wealth Services
Massachusetts
$241K – – –
RWM
627
RBA Wealth Management
California
$241K -$19.6K -753 -8%
PAS
628
Park Avenue Securities
New York
$239K +$239K +9,155 New
SPA
629
Sentinel Pension Advisors
Massachusetts
$238K +$238K +9,146 New
BMO
630
Beck Mack & Oliver
New York
$238K -$78.2K -3,001 -25%
AIM
631
Aspen Investment Management
Michigan
$238K +$235 +9 +0.1%
AC
632
Apella Capital
Connecticut
$235K – – –
Jones Financial Companies
633
Jones Financial Companies
Missouri
$235K +$191K +7,314 +432%
DT
634
Diversified Trust
Tennessee
$233K +$233K +8,949 New
SNBOSD
635
Security National Bank of So Dak
Iowa
$232K – – –
SP
636
Stonebrook Private
Michigan
$231K +$231K +8,862 New
GI
637
GS Investments
Minnesota
$229K -$26 -1 -0%
GI
638
GAMMA Investing
California
$228K -$1.04K -40 -0.5%
KPWG
639
KFA Private Wealth Group
Virginia
$226K – – –
TWM
640
TCFG Wealth Management
California
$226K – – –
LWL
641
Leo Wealth LLC
Texas
$225K +$417 +16 +0.2%
MC
642
Matisse Capital
Oregon
$222K -$52 -2 -0%
EB
643
Emprise Bank
Kansas
$221K -$70.4K -2,700 -24%
AWM
644
Aprio Wealth Management
Georgia
$219K +$1.04K +40 +0.5%
FWM
645
Focused Wealth Management
New York
$219K +$1.28K +49 +0.6%
OAM
646
Oppenheimer Asset Management
New York
$219K +$1.51K +58 +0.7%
ZIC
647
ZWJ Investment Counsel
Georgia
$218K -$104 -4 -0%
WHCFA
648
William Howard & Co Financial Advisors
Tennessee
$216K +$1.18K +45 +0.5%
LFS
649
Lutz Financial Services
Nebraska
$216K -$52 -2 -0%
BRIA
650
Balanced Rock Investment Advisors
Massachusetts
$216K -$652 -25 -0.3%
24 25
26
27 28