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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.

New
Increased
Maintained
Reduced
Closed
Holders
778
Holders Change
+23
Holders Change %
+3.05%
% of All Funds
11.25%
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 %
MBI
101
May Barnhard Investments
Maryland
$8.75M +$170K +6,360 +2%
FPAS
102
Focus Partners Advisor Solutions
Missouri
$8.74M +$451K +16,842 +5%
ISWM
103
Independent Solutions Wealth Management
New York
$8.72M -$753K -28,125 -8%
TWP
104
Total Wealth Planning
Ohio
$8.54M -$238K -8,868 -3%
EE
105
EWG Elevate
California
$8.37M -$1.13M -42,189 -12%
OWM
106
Opes Wealth Management
California
$8.24M -$72.7K -2,712 -0.9%
BCI
107
Brinker Capital Investments
Pennsylvania
$7.98M +$991K +37,005 +14%
OPS
108
Orion Portfolio Solutions
Nebraska
$7.98M +$991K +37,005 +14%
RWP
109
RWA Wealth Partners
Massachusetts
$7.82M -$11.3K -423 -0.1%
HSA
110
HBK Sorce Advisory
Pennsylvania
$7.79M -$619K -23,124 -7%
Focus Partners Wealth
111
Focus Partners Wealth
Massachusetts
$7.78M -$902K -33,666 -10%
IWA
112
IVC Wealth Advisors
Pennsylvania
$7.61M -$297K -11,100 -4%
WMWM
113
Whitaker-Myers Wealth Managers
Ohio
$7.57M +$1.13M +42,222 +18%
BCIM
114
Bishop & Co Investment Management
Pennsylvania
$7.56M +$1.93K +72 +0%
CKAIS
115
Christensen King & Associates Investment Services
Washington
$7.48M -$98.8K -3,687 -1%
DPI
116
Diversified Portfolios Inc
Michigan
$7.39M +$778K +29,034 +12%
FFA
117
Florida Financial Advisors
Florida
$7.28M +$412K +15,378 +6%
PP
118
PrairieView Partners
Minnesota
$7.13M -$386K -14,409 -5%
EWA
119
Exencial Wealth Advisors
Oklahoma
$7.12M +$145K +5,403 +2%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$7.1M -$849K -31,683 -11%
BAMG
121
Brand Asset Management Group
Missouri
$7.04M -$330K -12,336 -4%
CMP
122
Courage Miller Partners
Virginia
$7.02M -$129K -4,815 -2%
TWM
123
Thrive Wealth Management
Pennsylvania
$6.84M +$84.7K +3,162 +1%
RJFSA
124
Raymond James Financial Services Advisors
Florida
$6.81M -$792K -29,553 -10%
GIA
125
Gladstone Institutional Advisory
Florida
$6.74M -$72.9K -2,721 -1%
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5
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