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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 %
RCA
801
Runnymede Capital Advisors
Ohio
$642 +$642 +25 New
IF
802
Integrity Financial
Wyoming
$469 – – –
NC
803
NewSquare Capital
Pennsylvania
$395 – – –
GGI
804
Godsey & Gibb Inc
Virginia
$392 – – –
PTC
805
Private Trust Company
Ohio
$235 – – –
TCOV
806
Trust Company of Vermont
Vermont
$156 +$156 +6 New
SWA
807
SOA Wealth Advisors
New York
$121 -$24 -1 -17%
IHWM
808
Iron Horse Wealth Management
Iowa
$78 – – –
SAS
809
Spurstone Advisory Services
Connecticut
$78 +$78 +3 New
SAM
810
Synergy Asset Management
Washington
$72 +$72 +1 New
OLVIG
811
Oliver Lagore Vanvalin Investment Group
Michigan
$3 -$83 -3 Closed
RGF
812
Retirement Guys Formula
Ohio
– -$12.7M -473,787 Closed
First Trust Advisors
813
First Trust Advisors
Illinois
– -$3.83M -142,920 Closed
DAS
814
Dynamic Advisor Solutions
Arizona
– -$3.62M -135,270 Closed
CWM
815
Cedar Wealth Management
California
– -$2.82M -105,384 Closed
CSPIA
816
Cary Street Partners Investment Advisory
Virginia
– -$2.77M -103,479 Closed
TNA
817
True North Advisors
Texas
– -$2.13M -79,509 Closed
FTUS
818
Flow Traders U.S.
New York
– -$1.24M -46,266 Closed
YIH
819
Y-Intercept (HK)
Hong Kong
– -$975K -36,378 Closed
EFS
820
Econ Financial Services
Pennsylvania
– -$802K -29,931 Closed
HF
821
HRT Financial
New York
– -$788K -29,448 Closed
SIA
822
SGL Investment Advisors
Montana
– -$200K -22,038 Closed
PA
823
Prism Advisors
California
– -$526K -19,626 Closed
WWM
824
Western Wealth Management
Colorado
– -$513K -19,143 Closed
FMWA
825
Forvis Mazars Wealth Advisors
Missouri
– -$427K -15,930 Closed
31 32
33
34 35