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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.

Holders
778
Holders Change
+23
Holders Change %
+3.05%
% of All Funds
11.26%
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
1
Envestnet Asset Management
Illinois
$390M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.52B
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$88.7M
4
SEI Investments
4
SEI Investments
Pennsylvania
$975M
5
DB
5
Dravo Bay
Delaware
$32.6M

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$266M
2
MG
2
Mather Group
Illinois
$864M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$341M
4
KF
4
Krilogy Financial
Missouri
$70.7M
5
CI
5
CX Institutional
Indiana
$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSIS
76
Global Strategic Investment Solutions
Arizona
$14.2M +$84.9K +3,168 +0.6%
PWM
77
Perigon Wealth Management
California
$14.2M -$524K -19,548 -4%
MWA
78
Martel Wealth Advisors
Washington
$14M -$84.6K -3,165 -0.6%
KNFPWM
79
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$13.6M +$985K +36,768 +8%
BHB
80
Bank Hapoalim BM
Israel
$13.5M – – –
GB
81
Goepper Burkhardt
South Carolina
$13.5M -$374K -13,950 -3%
IAN
82
Integrated Advisors Network
Texas
$12.9M +$67.3K +2,511 +0.5%
LC
83
LCNB Corp
Ohio
$12.8M +$48.3K +1,803 +0.4%
RGF
84
Retirement Guys Formula
Ohio
$12.7M +$1.15M +42,852 +10%
UWM
85
USAdvisors Wealth Management
Minnesota
$12.2M +$3.74M +139,872 +44%
BWL
86
Bogart Wealth LLC
Virginia
$12M +$299K +11,172 +3%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$11.5M +$6.56M +537,327 +133%
EWM
88
Empirical Wealth Management
Washington
$11.1M -$68.4K -2,553 -0.6%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$11.1M +$1.09M +40,812 +11%
CWM
90
Congress Wealth Management
Massachusetts
$10.8M -$860K -32,085 -7%
ACA
91
Ackerman Capital Advisors
Texas
$10.8M +$1.01M +37,827 +10%
GCP
92
Gill Capital Partners
Colorado
$10.2M +$116K +4,320 +1%
JJBC
93
James J. Burns & Company
New York
$9.84M +$291K +10,863 +3%
US Bancorp
94
US Bancorp
Minnesota
$9.64M -$630K -23,529 -6%
SS
95
Sunbelt Securities
Texas
$9.27M +$292K +10,908 +3%
WPIC
96
White Pine Investment Company
Michigan
$9.25M -$38.2K -1,425 -0.4%
HG
97
Harbor Group
New Hampshire
$9.06M -$69.1K -2,580 -0.8%
WP
98
WealthShield Partners
North Carolina
$9.02M +$221K +8,235 +3%
CP
99
Capital Planning
Washington
$8.78M +$114K +4,257 +1%
WAM
100
Weinberger Asset Management
California
$8.76M -$51.4K -1,917 -0.6%
2 3
4
5 6