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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 %
VCM
701
Versant Capital Management
Arizona
$36.4K -$1.21K -45 -3%
WT
702
Washington Trust
Rhode Island
$36.2K -$44.9K -1,677 -55%
FCT
703
Family Capital Trust
Massachusetts
$34.8K – – –
MSFP
704
Mark Sheptoff Financial Planning
Connecticut
$34.2K – – –
OW
705
Olistico Wealth
Oklahoma
$33.1K -$5.79K -216 -15%
WTC
706
WhitTier Trust Company
Nevada
$33K – – –
T
707
Tidemark
California
$32.1K +$32.1K +1,200 New
ME
708
McIlrath & Eck
Washington
$32.1K – – –
JHCP
709
Jackson Hole Capital Partners
Oklahoma
$31.3K – – –
RDFA
710
Ritter Daniher Financial Advisory
Ohio
$31.1K -$31.3K -1,167 -50%
WOSD
711
WFA of San Diego
California
$30.1K +$322 +12 +1%
FPB
712
First PREMIER Bank
South Dakota
$28K – – –
GWANC
713
Guardian Wealth Advisors (North Carolina)
North Carolina
$28K – – –
DI
714
DAGCO Inc
Ohio
$27.9K – – –
HCM
715
Hollencrest Capital Management
California
$26.7K – – –
FDCP
716
Foster Dykema Cabot & Partners
Massachusetts
$26.6K +$26.6K +993 New
LWANC
717
Laurel Wealth Advisors (North Carolina)
North Carolina
$24.5K +$16.5K +615 +205%
OP
718
ORG Partners
Indiana
$24.5K – – –
MSG
719
Main Street Group
Virginia
$23.9K – – –
DPW
720
DiNuzzo Private Wealth
Pennsylvania
$23.5K – – –
WI
721
Wintrust Investments
Illinois
$23K -$207K -7,929 -90%
CPA
722
Clear Point Advisors
New York
$20.9K +$241 +9 +1%
TCM
723
Tradewinds Capital Management
Washington
$17.7K – – –
CAS
724
Coppell Advisory Solutions
Texas
$16.4K – – –
FCAS
725
First Command Advisory Services
Texas
$16.2K +$16.2K +603 New
27 28
29
30 31