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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 %
KA
701
Kozak & Associates
Colorado
$74.1K -$147K -5,609 -66%
VWM
702
Vermillion Wealth Management
Minnesota
$73.2K +$73.2K +2,806 New
AA
703
Ancora Advisors
Ohio
$72.2K – – –
EWM
704
EPG Wealth Management
Georgia
$71.9K +$417 +16 +0.6%
JFA
705
JNBA Financial Advisors
Minnesota
$64.6K – – –
PK
706
Pflug Koory
Nebraska
$63K – – –
VWA
707
VSM Wealth Advisory
Maryland
$61.3K +$61.3K +2,350 New
HFS
708
Horizon Financial Services
North Carolina
$58.5K – – –
CCP
709
Clarkston Capital Partners
Michigan
$57.6K – – –
VNA
710
Valley National Advisers
Pennsylvania
$54K +$1.68K +65 +3%
PFM
711
Phillips Financial Management
Indiana
$53.2K – – –
PC
712
Promus Capital
Illinois
$51.9K +$51.9K +1,989 New
BCMLT
713
Beacon Capital Management LLC (Tennessee)
Tennessee
$46.7K +$209 +8 +0.4%
HDIM
714
Hanson & Doremus Investment Management
Vermont
$46K – – –
EFP
715
EnRich Financial Partners
Wisconsin
$45.3K +$7.09K +272 +19%
MSS
716
Mitchell Sinkler & Starr
Pennsylvania
$43.8K – – –
FFO
717
Fortitude Family Office
Arizona
$42.9K +$287 +11 +0.7%
KFI
718
Key Financial Inc
Pennsylvania
$40.9K – – –
BFP
719
Briaud Financial Planning
Texas
$40K – – –
BCM
720
Blume Capital Management
California
$39.1K – – –
NG
721
NWK Group
California
$36.9K – – –
CFO
722
CVA Family Office
Colorado
$36.3K +$130 +5 +0.4%
WT
723
Washington Trust
Rhode Island
$35.3K – – –
FCT
724
Family Capital Trust
Massachusetts
$33.9K – – –
VCM
725
Versant Capital Management
Arizona
$33.3K -$2.11K -81 -6%
27 28
29
30 31