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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.

New
Increased
Maintained
Reduced
Closed
Holders
778
Holders Change
+23
Holders Change %
+3.05%
% of All Funds
11.25%
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
Envestnet Asset Management
Illinois
$390M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.52B
3
MGIA
Moneta Group Investment Advisors
Missouri
$88.7M
4
SEI Investments
SEI Investments
Pennsylvania
$975M
5
DB
Dravo Bay
Delaware
$32.6M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
$266M
2
MG
Mather Group
Illinois
$864M
3
Osaic Holdings
Osaic Holdings
Arizona
$341M
4
KF
Krilogy Financial
Missouri
$70.7M
5
CI
CX Institutional
Indiana
$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
726
Venturi Wealth Management
Texas
$14.9K – – –
WWP
727
WR Wealth Planners
Missouri
$14.5K +$14.5K +540 New
SC
728
Stephens Consulting
Michigan
$14.3K – – –
SSB
729
Sandy Spring Bank
Maryland
$14.2K – – –
MRCM
730
M&R Capital Management
New Jersey
$13.6K +$80 +3 +0.6%
TIM
731
Thompson Investment Management
Wisconsin
$13.3K – – –
JFG
732
JDM Financial Group
Texas
$12.9K – – –
KSWA
733
Kathleen S. Wright Associates
Pennsylvania
$12.1K +$12.1K +453 New
EWM
734
Evermay Wealth Management
Virginia
$12.1K – – –
AA
735
AlphaMark Advisors
Kentucky
$12K – – –
AIC
736
Archer Investment Corporation
Indiana
$10.9K – – –
CWA
737
Carolina Wealth Advisors
South Carolina
$10.5K – – –
TCA
738
Trifecta Capital Advisors
Illinois
$10K – – –
MBFW
739
Morton Brown Family Wealth
Pennsylvania
$9.48K – – –
GFPC
740
Global Financial Private Client
Florida
$8.92K – – –
CA
741
Crewe Advisors
Utah
$8.59K +$8.59K +321 New
AWM
742
Aberdeen Wealth Management
Illinois
$8.04K – – –
PPC
743
Park Place Capital
Alabama
$7.56K – – –
LI
744
LRI Investments
Florida
$7.11K +$4.74K +522 +200%
NRG
745
Nemes Rush Group
Michigan
$6.69K -$76 -3 -1%
HIA
746
Harbor Investment Advisory
Maryland
$6.03K – – –
NMG
747
New Millennium Group
Utah
$5.63K – – –
SC
748
SouthState Corp
Florida
$5.39K – – –
SWM
749
Sugarloaf Wealth Management
Georgia
$5.22K +$5.22K +195 New
AAP
750
Arax Advisory Partners
Colorado
$5.18K – – –
28 29
30
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