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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 %
IHWM
776
Iron Horse Wealth Management
Iowa
$80 – – –
CPG
777
Cornerstone Planning Group
New Jersey
$80 +$27 +3 +50%
CMP
778
Coston McIsaac & Partners
Maine
$1 – – –
SFC
779
Strategic Financial Concepts
Texas
– -$1.17K -270,846 Closed
RL
780
Retireful LLC
Michigan
– -$5.31M -214,956 Closed
SW
781
Simplicity Wealth
New Jersey
– -$1.82M -73,638 Closed
FOA
782
Five Oceans Advisors
California
– -$1.67M -67,746 Closed
WPW
783
Watershed Private Wealth
Illinois
– -$1.3M -52,581 Closed
AGWCA
784
Annis Gardner Whiting Capital Advisors
Florida
– -$712K -28,668 Closed
FAM
785
Formidable Asset Management
Ohio
– -$651K -26,376 Closed
FPCP
786
Fort Point Capital Partners
California
– -$546K -22,119 Closed
CAP
787
Columbia Advisory Partners
Washington
– -$482K -19,539 Closed
SAI
788
Savvy Advisors Inc
New York
– -$455K -18,414 Closed
HCC
789
Hirtle Callaghan & Co
Pennsylvania
– -$388K -15,717 Closed
VA
790
Vident Advisory
Georgia
– -$386K -15,612 Closed
IF
791
Intrua Financial
Texas
– -$371K -15,012 Closed
RA
792
RFG Advisory
Alabama
– -$339K -13,743 Closed
IAIM
793
International Assets Investment Management
Florida
– -$335K -13,566 Closed
MLA
794
My Legacy Advisors
Oregon
– -$326K -13,221 Closed
EPM
795
Elm Partners Management
Pennsylvania
– -$303K -12,285 Closed
CS
796
Crescent Sterling
Louisiana
– -$278K -11,262 Closed
SB
797
Strategic Blueprint
Georgia
– -$276K -11,196 Closed
CCM
798
Coldstream Capital Management
Washington
– -$269K -10,893 Closed
LC
799
Landaas & Company
Wisconsin
– -$268K -10,860 Closed
FFS
800
Founders Financial Securities
Maryland
– -$259K -10,470 Closed
29 30 31
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