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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 %
DWM
826
Destination Wealth Management
California
– -$278K -10,377 Closed
NFG
827
Nations Financial Group
Iowa
– -$275K -10,266 Closed
AIM
828
AMI Investment Management
Indiana
– -$274K -10,212 Closed
IP
829
Ignite Planners
California
– -$271K -10,128 Closed
DWG
830
Darden Wealth Group
Michigan
– -$260K -9,708 Closed
HGERS
831
Householder Group Estate & Retirement Specialist
Arizona
– -$253K -9,480 Closed
FCM
832
Firestone Capital Management
Florida
– -$243K -9,072 Closed
CCM
833
Ciovacco Capital Management
Georgia
– -$236K -8,790 Closed
PWM
834
PBMares Wealth Management
Virginia
– -$234K -8,721 Closed
TFA
835
Teamwork Financial Advisors
Texas
– -$232K -8,679 Closed
Members Trust
836
Members Trust
Florida
– -$227K -8,478 Closed
LEFP
837
Leading Edge Financial Planning
Tennessee
– -$220K -8,199 Closed
Vanguard Group
838
Vanguard Group
Pennsylvania
– -$214K -8,004 Closed
HFBOT
839
Home Federal Bank of Tennessee
Tennessee
– -$212K -7,905 Closed
SWM
840
Silverlake Wealth Management
Vermont
– -$207K -7,710 Closed
GVAG
841
Great Valley Advisor Group
Delaware
– -$204K -7,632 Closed
TWA
842
TCI Wealth Advisors
Arizona
– -$202K -7,536 Closed
PPWM
843
Perissos Private Wealth Management
Oklahoma
– -$202K -7,524 Closed
WMR
844
Wealth Management Resources
Rhode Island
– -$201K -7,512 Closed
CPA
845
Capital Performance Advisors
California
– -$184K -6,858 Closed
PS
846
Planned Solutions
California
– -$158K -5,880 Closed
BGAI
847
Bruce G. Allen Investments
Colorado
– -$143K -5,337 Closed
HIIFS
848
Harel Insurance Investments & Financial Services
Israel
– -$92K -3,450 Closed
APC
849
Aspire Private Capital
North Carolina
– -$89.4K -3,336 Closed
BWP
850
Baldwin Wealth Partners
Massachusetts
– -$71.8K -2,679 Closed
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