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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

810 hedge funds and large institutions have $9.84B invested in Schwab US Large-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 290 increasing their positions, 276 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
810
Holders Change
+32
Holders Change %
+4.11%
% of All Funds
10.79%
Holding in Top 10
73
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+17.74%
% of All Funds
0.97%
New
104
Increased
290
Reduced
276
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
$1.01B
2
FPAS
Focus Partners Advisor Solutions
Missouri
$51.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$415M
4
Goldman Sachs
Goldman Sachs
New York
$21M
5
AAS
Avantax Advisory Services
Texas
$42.9M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.27B
2
MGIA
Moneta Group Investment Advisors
Missouri
$89.3M
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.44B
4
DW
Dodds Wealth
Colorado
$34.6M
5
Osaic Holdings
Osaic Holdings
Arizona
$292M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
751
Venturi Wealth Management
Texas
$14.5K – – –
FHA
752
First Horizon Advisors
Tennessee
$14.4K -$97.9K -3,754 -87%
WWP
753
WR Wealth Planners
Missouri
$14.1K – – –
SC
754
Stephens Consulting
Michigan
$13.9K – – –
SSB
755
Sandy Spring Bank
Maryland
$13.8K – – –
JFG
756
JDM Financial Group
Texas
$12.6K – – –
AA
757
AlphaMark Advisors
Kentucky
$12K – – –
EWM
758
Evermay Wealth Management
Virginia
$11.7K – – –
PS
759
Pinney & Scofield
Massachusetts
$11.3K +$11.3K +435 New
CWA
760
Carolina Wealth Advisors
South Carolina
$11.3K +$1.07K +41 +10%
WAG
761
Windsor Advisory Group
Ohio
$10.8K +$10.8K +412 New
AIC
762
Archer Investment Corporation
Indiana
$10.6K – – –
MBFW
763
Morton Brown Family Wealth
Pennsylvania
$9.23K – – –
GWSG
764
GPS Wealth Strategies Group
Colorado
$9.15K +$9.15K +351 New
GFPC
765
Global Financial Private Client
Florida
$8.68K – – –
CA
766
Crewe Advisors
Utah
$8.39K +$26 +1 +0.3%
AWM
767
Aberdeen Wealth Management
Illinois
$7.82K – – –
RA
768
Rise Advisors
New York
$7.55K +$5.13K +197 +212%
PPC
769
Park Place Capital
Alabama
$7.35K – – –
CFG
770
Copley Financial Group
California
$7.27K -$47.8K -1,833 -87%
TRCT
771
Tower Research Capital (TRC)
New York
$7.12K -$165K -6,339 -96%
LI
772
LRI Investments
Florida
$6.8K -$13.6K -522 -67%
HIA
773
Harbor Investment Advisory
Maryland
$5.87K – – –
HHGA
774
Halbert Hargrove Global Advisors
California
$5.79K +$5.79K +222 New
NMG
775
New Millennium Group
Utah
$5.48K – – –
29 30
31
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