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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 %
BlackRock
676
BlackRock
New York
$139K +$39K +1,494 +39%
PMFA
677
Plante Moran Financial Advisors
Michigan
$139K +$139K +5,330 New
AIA
678
Arcadia Investment Advisors
Idaho
$138K – – –
MIA
679
MeadowBrook Investment Advisors
Michigan
$132K – – –
MTIC
680
Missouri Trust & Investment Company
Missouri
$132K – – –
PB
681
Pinnacle Bancorp
Nebraska
$117K – – –
SRCM
682
Signature Resources Capital Management
California
$115K – – –
RCM
683
Raleigh Capital Management
North Carolina
$114K +$730 +28 +0.6%
TCM
684
TD Capital Management
Tennessee
$114K +$678 +26 +0.6%
Russell Investments Group
685
Russell Investments Group
United Kingdom
$111K – – –
SA
686
SRH Advisors
Kansas
$108K – – –
KBFS
687
Kohmann Bosshard Financial Services
Ohio
$107K -$163K -6,268 -60%
RF
688
Robbins Farley
New Hampshire
$105K -$32.7K -1,253 -24%
KSB
689
Kennebec Savings Bank
Maine
$104K +$1.51K +58 +1%
NP
690
NorthRock Partners
Minnesota
$96.6K +$600 +23 +0.6%
CFB
691
Cullen/Frost Bankers
Texas
$95.1K +$600 +23 +0.6%
HR
692
Howe & Rusling
New York
$94.5K +$6.44K +247 +7%
CNBTD
693
Citizens National Bank Trust Department
Mississippi
$93.9K – – –
EK
694
Evensky & Katz
Florida
$93K +$365 +14 +0.4%
CA
695
CoreCap Advisors
Michigan
$87.2K +$2.66K +102 +3%
BTI
696
Blue Trust Inc
Georgia
$86.1K -$605K -23,210 -88%
CBT
697
Crews Bank & Trust
Florida
$83.1K +$83.1K +3,186 New
PIP
698
Peachtree Investment Partners
Florida
$78.2K – – –
MHR
699
Matthew Hamilton Rosenberg
$78.2K – – –
SO
700
Sierra Ocean
California
$78.2K +$78.2K +3,000 New
26 27
28
29 30