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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 %
BFPW
751
BOK Financial Private Wealth
Colorado
$4.98K -$1.21K -45 -19%
BAM
752
Bellevue Asset Management
Washington
$4.1K – – –
CSB
753
City State Bank
Iowa
$3.7K +$3.7K +138 New
PWMG
754
Private Wealth Management Group
New Jersey
$3.62K – – –
FAM
755
Flaharty Asset Management
Florida
$3.07K +$3.07K +114 New
CMA
756
Cedar Mountain Advisors
Oregon
$3.05K – – –
RWPA
757
Richard W. Paul & Associates
Michigan
$2.89K – – –
AIA
758
Armor Investment Advisors
North Carolina
$2.65K – – –
RA
759
Rise Advisors
New York
$2.49K – – –
Fifth Third Bancorp
760
Fifth Third Bancorp
Ohio
$2.49K +$2.49K +93 New
AWM
761
Abound Wealth Management
Tennessee
$2.33K – – –
CCMW
762
Cypress Capital Management (Wyoming)
Wyoming
$2.17K – – –
TAM
763
Tucker Asset Management
Colorado
$1.45K – – –
BNP Paribas Financial Markets
764
BNP Paribas Financial Markets
France
$1.13K +$1.13K +42 New
WWM
765
Wolff Wiese Magana
California
$804 – – –
CA
766
Claris Advisors
Missouri
$643 +$643 +24 New
IF
767
Integrity Financial
Wyoming
$482 – – –
NC
768
NewSquare Capital
Pennsylvania
$414 +$83 +3 +25%
GGI
769
Godsey & Gibb Inc
Virginia
$402 – – –
FFA
770
Founders Financial Alliance
North Carolina
$321 – – –
MFA
771
Morling Financial Advisors
California
$292 – – –
PTC
772
Private Trust Company
Ohio
$241 -$10.1K -378 -98%
ACA
773
American Capital Advisory
Idaho
$161 -$6.52K -243 -98%
SWA
774
SOA Wealth Advisors
New York
$131 – – –
OLVIG
775
Oliver Lagore Vanvalin Investment Group
Michigan
$83 – – –
29 30
31
32 33