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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 %
SC
776
SouthState Corp
Florida
$5.24K – – –
SWM
777
Sugarloaf Wealth Management
Georgia
$5.08K – – –
AAP
778
Arax Advisory Partners
Colorado
$5.05K +$52 +2 +1%
RJA
779
Ross\Johnson & Associates
Minnesota
$5.05K +$5.05K +194 New
RCM
780
Richardson Capital Management
Wisconsin
$5K +$5K +211 New
BFPW
781
BOK Financial Private Wealth
Colorado
$4.85K – – –
LDB
782
Lee, Danner & Bass
Tennessee
$4.04K +$4.04K +155 New
BAM
783
Bellevue Asset Management
Washington
$3.99K – – –
PWMG
784
Private Wealth Management Group
New Jersey
$3.52K – – –
MA
785
Modus Advisors
Minnesota
$3.52K +$3.52K +135 New
CMA
786
Cedar Mountain Advisors
Oregon
$2.97K – – –
IRC
787
Investors Research Corp
Georgia
$2.89K +$2.89K +111 New
EWA
788
EverSource Wealth Advisors
Alabama
$2.89K +$2.89K +111 New
RWPA
789
Richard W. Paul & Associates
Michigan
$2.82K – – –
RF
790
Roxbury Financial
New Jersey
$2.62K +$2.62K +93 New
AIA
791
Armor Investment Advisors
North Carolina
$2.58K – – –
Fifth Third Bancorp
792
Fifth Third Bancorp
Ohio
$2.43K – – –
AWM
793
Abound Wealth Management
Tennessee
$2.27K – – –
HFS
794
Hopwood Financial Services
Virginia
$2.03K +$2.03K +78 New
FDW
795
Fourth Dimension Wealth
Ohio
$2.03K +$2.03K +78 New
TAM
796
Tucker Asset Management
Colorado
$1.41K – – –
CCMW
797
Cypress Capital Management (Wyoming)
Wyoming
$1.17K -$938 -36 -44%
CMP
798
Coston McIsaac & Partners
Maine
$1K – – –
SIS
799
Sound Income Strategies
Florida
$939 +$939 +36 New
WWM
800
Wolff Wiese Magana
California
$783 – – –
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