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SCHV

Schwab US Large-Cap Value ETF
SCHV

785 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 67 funds opening new positions, 279 increasing their positions, 264 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 37

10% more capital invested

Capital invested by funds: $7.65B → $8.43B (+$784M)

10.11% more ownership

Funds ownership: 213.22% → 223.34% (+10%)

3% more funds holding

Funds holding: 761 → 785 (+24)

6% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 264

3% less funds holding in top 10

Funds holding in top 10: 64 → 62 (-2)

Holders
785
Holders Change
+24
Holders Change %
+3.15%
% of All Funds
11.27%
Holding in Top 10
62
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.13%
% of All Funds
0.89%
New
67
Increased
279
Reduced
264
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MGIA
Moneta Group Investment Advisors
Missouri
+$177M
2
DW
Dodds Wealth
Colorado
+$66.7M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$64.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$63.8M
5
SEI Investments
SEI Investments
Pennsylvania
+$48.9M

Top Sellers

Rank Fund Capital Flow
1
APP
Avantax Planning Partners
Iowa
-$55M
2
MG
Mather Group
Illinois
-$29.4M
3
Osaic Holdings
Osaic Holdings
Arizona
-$17M
4
KF
Krilogy Financial
Missouri
-$16.7M
5
CI
CX Institutional
Indiana
-$13.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
LI
751
LRI Investments
Florida
$7.11K +$13.4K +522 +200%
NRG
752
Nemes Rush Group
Michigan
$6.69K -$77 -3 -1%
HIA
753
Harbor Investment Advisory
Maryland
$6.03K – – –
NMG
754
New Millennium Group
Utah
$5.63K – – –
SC
755
SouthState Corp
Florida
$5.38K – – –
SWM
756
Sugarloaf Wealth Management
Georgia
$5.22K +$5.01K +195 New
AAP
757
Arax Advisory Partners
Colorado
$5.18K – – –
BFPW
758
BOK Financial Private Wealth
Colorado
$4.98K -$1.16K -45 -19%
BAM
759
Bellevue Asset Management
Washington
$4.1K – – –
CSB
760
City State Bank
Iowa
$3.7K +$3.54K +138 New
PWMG
761
Private Wealth Management Group
New Jersey
$3.62K – – –
FAM
762
Flaharty Asset Management
Florida
$3.07K +$2.93K +114 New
CMA
763
Cedar Mountain Advisors
Oregon
$3.05K – – –
RWPA
764
Richard W. Paul & Associates
Michigan
$2.89K – – –
AIA
765
Armor Investment Advisors
North Carolina
$2.65K – – –
RA
766
Rise Advisors
New York
$2.49K – – –
Fifth Third Bancorp
767
Fifth Third Bancorp
Ohio
$2.49K +$2.39K +93 New
AWM
768
Abound Wealth Management
Tennessee
$2.33K – – –
CCMW
769
Cypress Capital Management (Wyoming)
Wyoming
$2.17K – – –
TAM
770
Tucker Asset Management
Colorado
$1.45K – – –
BNP Paribas Financial Markets
771
BNP Paribas Financial Markets
France
$1.13K +$1.08K +42 New
WWM
772
Wolff Wiese Magana
California
$804 – – –
CA
773
Claris Advisors
Missouri
$643 +$616 +24 New
IF
774
Integrity Financial
Wyoming
$482 – – –
NC
775
NewSquare Capital
Pennsylvania
$414 +$77 +3 +25%
29 30
31
32 33

SCHV Hedge Fund Activity: Q3 2024 in Review

785 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q3 2024, worth a combined $8.43B — up 10% from $7.65B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SCHV positions and 37 closed out — a net gain of 30 holders — while 279 added to existing stakes and 264 trimmed.

The largest buyer was Moneta Group Investment Advisors, adding an estimated $177M. The largest seller was Avantax Planning Partners, cutting an estimated $55M.

  • 785 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q3 2024, up from 761 in Q2 2024.
  • Funds reported $8.43B of Schwab US Large-Cap Value ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 67 funds opened new Schwab US Large-Cap Value ETF positions in Q3 2024 and 37 closed out, a net change of +30 holders.
  • The largest Schwab US Large-Cap Value ETF buyer in Q3 2024 was Moneta Group Investment Advisors, an estimated $177M added.
  • The largest Schwab US Large-Cap Value ETF seller in Q3 2024 was Avantax Planning Partners, an estimated $55M sold.

Based on aggregated 13F filings for Q3 2024.