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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

748 hedge funds and large institutions have $7.63B invested in Schwab US Large-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 234 increasing their positions, 298 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+26
Holders Change %
+3.6%
% of All Funds
10.84%
Holding in Top 10
66
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.96%
New
78
Increased
234
Reduced
298
Closed
42
Calls
$691K
Puts
–
Net Calls
+$691K
Net Calls Change
-$936K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$43.1M
2
TWM
Tradition Wealth Management
Minnesota
+$25.3M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$22.2M
4
MGIA
Moneta Group Investment Advisors
Missouri
+$20.4M
5
DP
Denver PWM
Colorado
+$16.1M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$287M
2
Osaic Holdings
Osaic Holdings
Arizona
-$82.5M
3
HighTower Advisors
HighTower Advisors
Illinois
-$61.5M
4
Morgan Stanley
Morgan Stanley
New York
-$55.6M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
651
GAMMA Investing
California
$68K +$1.98K +78 +3%
NMM
652
Naples Money Management
Florida
$67.9K +$67.9K +2,682 New
BWP
653
Baldwin Wealth Partners
Massachusetts
$62.9K -$34.3K -1,353 -35%
NIC
654
Northwest Investment Counselors
Oregon
$62.9K +$62.9K +2,484 New
PK
655
Pflug Koory
Nebraska
$61.2K – – –
BTI
656
Blue Trust Inc
Georgia
$57.4K +$57.4K +2,268 New
JFGIW
657
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$57K -$6.31K -249 -10%
HFS
658
Horizon Financial Services
North Carolina
$56.8K +$56.8K +2,244 New
MIM
659
MTM Investment Management
South Carolina
$56.6K +$56.6K +2,235 New
CCP
660
Clarkston Capital Partners
Michigan
$55.9K +$152 +6 +0.3%
PFM
661
Phillips Financial Management
Indiana
$51.7K – – –
GI
662
Gradient Investments
Minnesota
$51.4K +$7.9K +312 +18%
CA
663
CoreCap Advisors
Michigan
$51.1K -$586K -23,151 -92%
SAM
664
Smartleaf Asset Management
Massachusetts
$46.9K +$38.3K +1,518 +444%
SSB
665
Sandy Spring Bank
Maryland
$45.7K – – –
BCMLT
666
Beacon Capital Management LLC (Tennessee)
Tennessee
$45.1K – – –
FFO
667
Fortitude Family Office
Arizona
$41K +$152 +6 +0.4%
BFP
668
Briaud Financial Planning
Texas
$40K +$40K +1,557 New
KFI
669
Key Financial Inc
Pennsylvania
$39.7K – – –
BCM
670
Blume Capital Management
California
$38K – – –
MSS
671
Mitchell Sinkler & Starr
Pennsylvania
$38K +$38K +1,500 New
FFWM
672
Future Financial Wealth Management
Ohio
$38K +$38K +1,500 New
EFP
673
EnRich Financial Partners
Wisconsin
$37.2K +$37.2K +1,467 New
NG
674
NWK Group
California
$35.9K – – –
VCM
675
Versant Capital Management
Arizona
$35.6K -$3.27K -129 -8%
25 26
27
28 29