SCHV icon

Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

810 hedge funds and large institutions have $9.84B 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, 276 reducing their positions, and 55 closing their positions.

Holders
810
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
276
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$1.01B
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$51.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$415M
4
Goldman Sachs
4
Goldman Sachs
New York
$21M
5
AAS
5
Avantax Advisory Services
Texas
$42.9M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.27B
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$89.3M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.44B
4
DW
4
Dodds Wealth
Colorado
$34.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$292M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
51
Summit Asset Management
Tennessee
$26.7M +$5.14M +196,984 +24%
MFGP
52
Marshall Financial Group (Pennsylvania)
Pennsylvania
$26.1M +$41.1K +1,575 +0.2%
Envestnet Portfolio Solutions
53
Envestnet Portfolio Solutions
Illinois
$26.1M +$3.74M +143,375 +17%
BPA
54
Beacon Pointe Advisors
California
$25.2M -$567K -21,754 -2%
MCM
55
MAI Capital Management
Ohio
$25.2M -$21.4K -822 -0.1%
GIA
56
GHP Investment Advisors
Colorado
$25.1M +$589K +22,594 +2%
TWM
57
Tradition Wealth Management
Minnesota
$24.1M +$80.8K +3,098 +0.3%
PCIA
58
Prime Capital Investment Advisors
Kansas
$23.7M -$514K -19,722 -2%
CCWA
59
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.3M -$500K -19,165 -2%
FAN
60
Financial Advisors Network
California
$21.9M +$21.9M +839,516 New
Goldman Sachs
61
Goldman Sachs
New York
$21M +$20.7M +795,567 +6,720%
SFG
62
Sage Financial Group
Pennsylvania
$20.7M -$458K -17,580 -2%
Creative Planning
63
Creative Planning
Kansas
$19.6M -$288K -11,051 -1%
KAS
64
Kestra Advisory Services
Texas
$19.4M -$2.3M -88,357 -11%
AIA
65
Ally Invest Advisors
North Carolina
$19.3M +$1.76M +67,516 +10%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$19.2M -$2.1M -80,415 -10%
PA
67
Persium Advisors
Georgia
$19M +$19M +730,712 New
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$18.9M +$2.63M +100,716 +16%
Cerity Partners
69
Cerity Partners
New York
$18.7M -$2.39M -91,501 -11%
NFW
70
Noble Family Wealth
Florida
$17.9M +$17.3K +666 +0.1%
JC
71
JBGlobal.com
New York
$17.7M +$17.7M +680,734 New
MML Investors Services
72
MML Investors Services
Massachusetts
$17.6M +$1.07M +40,929 +6%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$17.6M -$1.59M -60,946 -8%
SFA
74
Seneca Financial Advisors
New York
$17M +$193K +7,394 +1%
GC
75
Garde Capital
Washington
$16.4M +$252K +9,656 +2%
1 2
3
4 5