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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 %
BNP Paribas Financial Markets
726
BNP Paribas Financial Markets
France
$3.5K +$3.27K +129 +1,433%
PWMG
727
Private Wealth Management Group
New Jersey
$3.42K – – –
CMA
728
Cedar Mountain Advisors
Oregon
$2.89K – – –
RWPA
729
Richard W. Paul & Associates
Michigan
$2.74K – – –
WT
730
Washington Trust
Rhode Island
$2.66K – – –
CCMW
731
Cypress Capital Management (Wyoming)
Wyoming
$2.66K – – –
AIA
732
Armor Investment Advisors
North Carolina
$2.51K – – –
RA
733
Rise Advisors
New York
$2.33K +$75 +3 +3%
AWM
734
Abound Wealth Management
Tennessee
$2.2K – – –
First Manhattan
735
First Manhattan
New York
$1.44K – – –
CP
736
Castleview Partners
Texas
$1.22K – – –
CMP
737
Coston McIsaac & Partners
Maine
$1K – – –
VAG
738
VisionPoint Advisory Group
Texas
$988 +$228 +9 +30%
WWM
739
Wolff Wiese Magana
California
$760 – – –
BIA
740
Bell Investment Advisors
California
$684 – – –
IF
741
Integrity Financial
Wyoming
$456 – – –
GGI
742
Godsey & Gibb Inc
Virginia
$380 – – –
NC
743
NewSquare Capital
Pennsylvania
$315 – – –
FFA
744
Founders Financial Alliance
North Carolina
$304 +$304 +12 New
SWA
745
SOA Wealth Advisors
New York
$122 – – –
OLVIG
746
Oliver Lagore Vanvalin Investment Group
Michigan
$78 +$78 +3 New
IHWM
747
Iron Horse Wealth Management
Iowa
$76 – – –
CPG
748
Cornerstone Planning Group
New Jersey
$74 – – –
PIP
749
Peachtree Investment Partners
Florida
$28 -$25 – –
HighTower Advisors
750
HighTower Advisors
Illinois
– -$61.5M -2,630,346 Closed
28 29
30
31 32