SCHV icon

Schwab US Large-Cap Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FPFS
676
First Personal Financial Services
North Carolina
$35.1K +$35.1K +1,386 New
CFO
677
CVA Family Office
Colorado
$34.9K +$76 +3 +0.2%
MWM
678
Mascoma Wealth Management
New Hampshire
$33.8K
FCT
679
Family Capital Trust
Massachusetts
$32.9K +$32.9K +1,299 New
MSFP
680
Mark Sheptoff Financial Planning
Connecticut
$32.3K
JHCP
681
Jackson Hole Capital Partners
Oklahoma
$31.9K
WTC
682
WhitTier Trust Company
Nevada
$31.2K
MFA
683
Morling Financial Advisors
California
$31K
ME
684
McIlrath & Eck
Washington
$30.3K +$30.2K +1,194 +39,800%
RDFA
685
Ritter Daniher Financial Advisory
Ohio
$29.8K -$1.82K -72 -6%
FMP
686
Financial Management Professionals
Texas
$27K -$8.45K -339 -24%
DI
687
DAGCO Inc
Ohio
$26.4K +$26.4K +1,041 New
PPC
688
Park Place Capital
Alabama
$26.2K -$61.3K -2,421 -70%
FPB
689
First PREMIER Bank
South Dakota
$26K
HCM
690
Hollencrest Capital Management
California
$25.2K
MSG
691
Main Street Group
Virginia
$25K +$2.04K +81 +9%
DPW
692
DiNuzzo Private Wealth
Pennsylvania
$22.2K
VL
693
Vima LLC
Michigan
$21.7K -$328 -15 -1%
CPA
694
Clear Point Advisors
New York
$19.5K +$76 +3 +0.4%
VNA
695
Valley National Advisers
Pennsylvania
$18K -$2.59K -108 -13%
TCM
696
Tradewinds Capital Management
Washington
$16.7K
AWM
697
Atticus Wealth Management
Florida
$14.7K
EL
698
EMFO LLC
Florida
$14K +$76 +3 +0.5%
TSWM
699
Tyler-Stone Wealth Management
Ohio
$13.6K +$76 +3 +0.6%
NRG
700
Nemes Rush Group
Michigan
$13.4K +$6.69K +264 +100%