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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.

Holders
778
Holders Change
+23
Holders Change %
+3.05%
% of All Funds
11.26%
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
1
Envestnet Asset Management
Illinois
$390M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.52B
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$88.7M
4
SEI Investments
4
SEI Investments
Pennsylvania
$975M
5
DB
5
Dravo Bay
Delaware
$32.6M

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$266M
2
MG
2
Mather Group
Illinois
$864M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$341M
4
KF
4
Krilogy Financial
Missouri
$70.7M
5
CI
5
CX Institutional
Indiana
$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
51
Tradition Wealth Management
Minnesota
$24.6M +$542K +20,220 +2%
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.5M -$1.65M -61,569 -6%
VC
53
Veery Capital
Delaware
$23M +$17.9M +669,138 +354%
Envestnet Portfolio Solutions
54
Envestnet Portfolio Solutions
Illinois
$22.9M +$2.64M +98,583 +13%
KAS
55
Kestra Advisory Services
Texas
$22.3M -$4.71M -175,941 -17%
SAM
56
Summit Asset Management
Tennessee
$22.2M +$440K +16,416 +2%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$21.9M -$3.35M -125,163 -13%
SFG
58
Sage Financial Group
Pennsylvania
$21.7M -$261K -9,729 -1%
Cerity Partners
59
Cerity Partners
New York
$21.6M -$16.4K -612 -0.1%
Creative Planning
60
Creative Planning
Kansas
$20.5M -$1.26M -47,121 -6%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$19.7M +$11.1M +413,049 +128%
DP
62
Denver PWM
Colorado
$18.5M +$290K +10,821 +2%
NFW
63
Noble Family Wealth
Florida
$18.5M -$53.8K -2,010 -0.3%
AIA
64
Ally Invest Advisors
North Carolina
$18M +$242K +9,042 +1%
WIA
65
World Investment Advisors
California
$17.4M +$16.1M +600,192 +1,175%
SFA
66
Seneca Financial Advisors
New York
$17.2M +$788K +29,406 +5%
MML Investors Services
67
MML Investors Services
Massachusetts
$17M +$1.53M +57,144 +10%
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$16.7M +$209K +7,797 +1%
GC
69
Garde Capital
Washington
$16.6M -$746K -27,864 -4%
CIA
70
Cape Investment Advisory
Georgia
$16.4M +$208K +7,746 +1%
SAMC
71
Spectrum Asset Management (California)
California
$15.9M -$1.48M -55,227 -9%
MA
72
Mutual Advisors
Nebraska
$15.5M +$10.3M +1,150,677 +199%
CWA
73
Cornerstone Wealth Advisors
Minnesota
$15.2M -$59.9K -2,235 -0.4%
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$14.8M +$14.2M +529,515 +2,165%
EFG
75
Ethos Financial Group
Pennsylvania
$14.5M +$437K +16,308 +3%
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