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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

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

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$43.1M
2
TWM
Tradition Wealth Management
Minnesota
+$25.3M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$22.2M
4
MGIA
Moneta Group Investment Advisors
Missouri
+$20.4M
5
DP
Denver PWM
Colorado
+$16.1M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$287M
2
Osaic Holdings
Osaic Holdings
Arizona
-$82.5M
3
HighTower Advisors
HighTower Advisors
Illinois
-$61.5M
4
Morgan Stanley
Morgan Stanley
New York
-$55.6M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
Apollon Wealth Management
South Carolina
$20.5M -$1.07M -42,243 -5%
SAM
52
Summit Asset Management
Tennessee
$19.8M +$650K +25,647 +3%
BDF
53
Black Diamond Financial
Maryland
$17.9M – – –
Envestnet Portfolio Solutions
54
Envestnet Portfolio Solutions
Illinois
$17.7M +$9.71M +383,556 +121%
AAS
55
Avantax Advisory Services
Texas
$17.6M +$6.24M +246,204 +55%
NFW
56
Noble Family Wealth
Florida
$17.5M -$1.38M -54,393 -7%
GC
57
Garde Capital
Washington
$17.2M -$726K -28,677 -4%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$16.5M -$1.75M -69,015 -10%
SAMC
59
Spectrum Asset Management (California)
California
$16.5M -$16.8M -662,556 -50%
DP
60
Denver PWM
Colorado
$16.1M +$16.1M +646,848 New
CAN
61
Cetera Advisor Networks
California
$16M -$1.97M -77,943 -11%
CIA
62
Cape Investment Advisory
Georgia
$15.4M +$165K +6,534 +1%
SFA
63
Seneca Financial Advisors
New York
$15.3M +$228K +9,009 +2%
KAS
64
Kestra Advisory Services
Texas
$15.2M +$4.43M +175,101 +41%
AIA
65
Ally Invest Advisors
North Carolina
$14.7M +$2.37M +93,726 +19%
AFG
66
Atomi Financial Group
New York
$14.7M +$7.99M +315,309 +119%
MML Investors Services
67
MML Investors Services
Massachusetts
$14.7M -$1.31M -51,534 -8%
MA
68
Mutual Advisors
Nebraska
$14.6M -$16.4K -648 -0.1%
CWA
69
Cornerstone Wealth Advisors
Minnesota
$14.6M -$298K -11,751 -2%
PWM
70
Perigon Wealth Management
California
$13.8M +$524K +20,697 +4%
MWA
71
Martel Wealth Advisors
Washington
$13.5M -$233K -9,210 -2%
GSIS
72
Global Strategic Investment Solutions
Arizona
$13.3M +$10.8K +426 +0.1%
GB
73
Goepper Burkhardt
South Carolina
$13.1M -$439K -17,622 -3%
EFG
74
Ethos Financial Group
Pennsylvania
$12.9M +$489K +19,302 +4%
IAN
75
Integrated Advisors Network
Texas
$12.4M -$1.06M -41,733 -8%
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