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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 %
AA
676
Ancora Advisors
Ohio
$74.2K – – –
EWM
677
EPG Wealth Management
Georgia
$73.5K +$73.5K +2,742 New
BWP
678
Baldwin Wealth Partners
Massachusetts
$71.8K – – –
GM
679
GeoWealth Management
Illinois
$70.2K +$70.2K +2,619 New
NIC
680
Northwest Investment Counselors
Oregon
$66.5K +$66.5K +2,484 New
JFA
681
JNBA Financial Advisors
Minnesota
$66.4K -$6.83K -255 -9%
PK
682
Pflug Koory
Nebraska
$64.8K +$64.8K +2,418 New
HF
683
Halpern Financial
Virginia
$61.7K -$8K -300 -11%
HFS
684
Horizon Financial Services
North Carolina
$60.1K – – –
CCP
685
Clarkston Capital Partners
Michigan
$59.2K – – –
CFG
686
Copley Financial Group
California
$56.6K +$56.6K +2,112 New
PFM
687
Phillips Financial Management
Indiana
$54.7K – – –
VNA
688
Valley National Advisers
Pennsylvania
$54K +$6.24K +234 +13%
FMII
689
Farmers & Merchants Investments Inc
Nebraska
$53.7K – – –
BCMLT
690
Beacon Capital Management LLC (Tennessee)
Tennessee
$47.8K +$80 +3 +0.2%
HDIM
691
Hanson & Doremus Investment Management
Vermont
$47K -$53.2K -2,001 -53%
Jones Financial Companies
692
Jones Financial Companies
Missouri
$45.2K +$21.4K +801 +90%
MSS
693
Mitchell Sinkler & Starr
Pennsylvania
$45K – – –
FFO
694
Fortitude Family Office
Arizona
$43.8K +$483 +18 +1%
KFI
695
Key Financial Inc
Pennsylvania
$42K – – –
BFP
696
Briaud Financial Planning
Texas
$41K – – –
BCM
697
Blume Capital Management
California
$40.2K – – –
EFP
698
EnRich Financial Partners
Wisconsin
$39.3K – – –
NG
699
NWK Group
California
$37.9K – – –
CFO
700
CVA Family Office
Colorado
$37.2K +$321 +12 +0.9%
26 27
28
29 30