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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 %
GBWM
751
Granite Bay Wealth Management
New Hampshire
– -$10.5M -478,641 Closed
BA
752
Brightwater Advisory
Florida
– -$7.24M -355,377 Closed
BHB
753
Bank Hapoalim BM
Israel
– -$7.43M -318,000 Closed
RL
754
Retireful LLC
Michigan
– -$6.3M -269,403 Closed
Bank of New York Mellon
755
Bank of New York Mellon
New York
– -$5M -214,188 Closed
MWM
756
Meridian Wealth Management
Kentucky
– -$3.98M -170,253 Closed
CCM
757
Carlson Capital Management
Minnesota
– -$1.57M -67,077 Closed
SW
758
SteelPeak Wealth
California
– -$1.4M -59,763 Closed
SJIC
759
St. James Investment Company
Texas
– -$1.39M -59,370 Closed
KA
760
Kovack Advisors
Florida
– -$779K -33,354 Closed
AFAS
761
Acorn Financial Advisory Services
Virginia
– -$587K -25,203 Closed
SAG
762
SageView Advisory Group
California
– -$526K -22,227 Closed
DWP
763
Destiny Wealth Partners
Florida
– -$443K -19,089 Closed
WWM
764
Western Wealth Management
Colorado
– -$418K -17,904 Closed
CIC
765
Carnegie Investment Counsel
Ohio
– -$331K -14,178 Closed
Wolverine Trading
766
Wolverine Trading
Illinois
– -$257K -10,983 Closed
CWM
767
Curi Wealth Management
North Carolina
– -$241K -10,314 Closed
RAG
768
RIA Advisory Group
Iowa
– -$278K -10,062 Closed
AA
769
Advisory Alpha
Michigan
– -$234K -10,020 Closed
RWM
770
Ritholtz Wealth Management
New York
– -$234K -10,014 Closed
HC
771
Hamilton Capital
Ohio
– -$223K -9,546 Closed
D
772
Diversified
Delaware
– -$222K -9,504 Closed
LSAG
773
Lake Street Advisors Group
New Hampshire
– -$215K -9,201 Closed
JFGLC
774
Johnson Financial Group LLC (Colorado)
Colorado
– -$210K -9,000 Closed
OWM
775
OneAscent Wealth Management
Alabama
– -$206K -8,820 Closed
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