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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.

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
1
SEI Investments
Pennsylvania
$1.01B
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$51.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$415M
4
Goldman Sachs
4
Goldman Sachs
New York
$21M
5
AAS
5
Avantax Advisory Services
Texas
$42.9M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.27B
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$89.3M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.44B
4
DW
4
Dodds Wealth
Colorado
$34.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$292M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
76
Cape Investment Advisory
Georgia
$15.9M -$141K -5,421 -0.9%
MA
77
Mutual Advisors
Nebraska
$15.7M -$30.4M -1,138,159 -66%
DP
78
Denver PWM
Colorado
$15.4M -$2.63M -100,985 -15%
EFG
79
Ethos Financial Group
Pennsylvania
$15.3M +$1.22M +46,931 +9%
PWM
80
Perigon Wealth Management
California
$15.2M +$1.11M +41,726 +8%
SAMC
81
Spectrum Asset Management (California)
California
$15.2M -$312K -11,957 -2%
CWA
82
Cornerstone Wealth Advisors
Minnesota
$15.1M +$332K +12,724 +2%
KNFPWM
83
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$14.5M +$1.28M +49,275 +10%
Raymond James Financial
84
Raymond James Financial
Florida
$14.4M +$14.4M +552,792 New
MWP
85
Meriwether Wealth & Planning
Louisiana
$14.3M +$14.3M +549,971 New
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$14.2M -$10.3M -395,879 -42%
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$14.1M -$327K -12,533 -2%
GSIS
88
Global Strategic Investment Solutions
Arizona
$13.8M +$11.6K +445 +0.1%
MWA
89
Martel Wealth Advisors
Washington
$13.7M +$5.01K +192 +0%
UWM
90
USAdvisors Wealth Management
Minnesota
$13.6M +$1.62M +62,130 +14%
BHB
91
Bank Hapoalim BM
Israel
$13.1M – – –
GB
92
Goepper Burkhardt
South Carolina
$12.6M -$570K -21,877 -4%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$12.5M +$1.72M +65,804 +16%
IAN
94
Integrated Advisors Network
Texas
$12.4M -$135K -5,188 -1%
LC
95
LCNB Corp
Ohio
$12.3M -$157K -6,016 -1%
BWL
96
Bogart Wealth LLC
Virginia
$11.7M +$30.4K +1,165 +0.3%
YP
97
YANKCOM Partnership
South Dakota
$10.8M +$10.8M +416,113 New
CWM
98
Congress Wealth Management
Massachusetts
$10.8M +$199K +7,629 +2%
EWM
99
Empirical Wealth Management
Washington
$10.5M -$353K -13,559 -3%
ACA
100
Ackerman Capital Advisors
Texas
$10.4M -$82.6K -3,167 -0.8%
2 3
4
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