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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 %
MIA
651
MeadowBrook Investment Advisors
Michigan
$136K – – –
PB
652
Pinnacle Bancorp
Nebraska
$120K +$4.1K +153 +4%
SRCM
653
Signature Resources Capital Management
California
$118K – – –
ACA
654
Aptus Capital Advisors
Alabama
$117K -$204K -22,875 -64%
RCM
655
Raleigh Capital Management
North Carolina
$117K +$1.29K +48 +1%
TCM
656
TD Capital Management
Tennessee
$116K +$1.29K +48 +1%
FHA
657
First Horizon Advisors
Tennessee
$115K -$8.68K -324 -7%
Russell Investments Group
658
Russell Investments Group
United Kingdom
$114K +$114K +4,248 New
SA
659
SRH Advisors
Kansas
$111K – – –
KSB
660
Kennebec Savings Bank
Maine
$106K +$106K +3,960 New
BlackRock
661
BlackRock
New York
$103K -$7.72K -288 -7%
NP
662
NorthRock Partners
Minnesota
$98.6K -$37.5K -1,401 -28%
CFB
663
Cullen/Frost Bankers
Texas
$97.2K -$30.9K -1,152 -24%
CNBTD
664
Citizens National Bank Trust Department
Mississippi
$96.4K – – –
EK
665
Evensky & Katz
Florida
$95K +$881 +33 +0.9%
FCA
666
FinTrust Capital Advisors
South Carolina
$93.1K +$10.7K +399 +13%
HIIFS
667
Harel Insurance Investments & Financial Services
Israel
$92K +$92K +3,450 New
HR
668
Howe & Rusling
New York
$90.5K +$1.05K +39 +1%
CA
669
Continuum Advisory
Idaho
$90.4K -$9.32K -1,026 -9%
APC
670
Aspire Private Capital
North Carolina
$89.4K – – –
CA
671
CoreCap Advisors
Michigan
$86.9K +$86.9K +3,243 New
JFGIW
672
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$85K +$53.9K +2,013 +174%
MHR
673
Matthew Hamilton Rosenberg
$80.4K – – –
PIP
674
Peachtree Investment Partners
Florida
$80.4K +$80.4K +3,000 New
KA
675
Kozak & Associates
Colorado
$76.7K +$51.3K +5,640 +202%
25 26
27
28 29