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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 %
GCP
101
Gill Capital Partners
Colorado
$10.1M +$203K +7,773 +2%
JJBC
102
James J. Burns & Company
New York
$9.71M +$137K +5,264 +1%
WMWM
103
Whitaker-Myers Wealth Managers
Ohio
$9.3M +$1.94M +74,298 +26%
WP
104
WealthShield Partners
North Carolina
$9.09M +$315K +12,086 +4%
WPIC
105
White Pine Investment Company
Michigan
$8.94M -$58.6K -2,247 -0.7%
MBI
106
May Barnhard Investments
Maryland
$8.82M +$308K +11,801 +4%
HG
107
Harbor Group
New Hampshire
$8.79M -$25.8K -988 -0.3%
CP
108
Capital Planning
Washington
$8.65M +$105K +4,043 +1%
EE
109
EWG Elevate
California
$8.65M +$499K +19,149 +6%
US Bancorp
110
US Bancorp
Minnesota
$8.6M -$783K -30,039 -8%
WAM
111
Weinberger Asset Management
California
$8.35M -$174K -6,680 -2%
OWM
112
Opes Wealth Management
California
$8.15M +$128K +4,920 +2%
DPI
113
Diversified Portfolios Inc
Michigan
$7.84M +$642K +24,645 +9%
GPFA
114
Game Plan Financial Advisors
Ohio
$7.74M +$2.22M +79,414 +40%
ISWM
115
Independent Solutions Wealth Management
New York
$7.7M -$792K -30,383 -9%
BCIM
116
Bishop & Co Investment Management
Pennsylvania
$7.63M +$276K +10,571 +4%
TWP
117
Total Wealth Planning
Ohio
$7.63M -$679K -26,036 -8%
BAM
118
Berkshire Asset Management
Pennsylvania
$7.56M +$961K +35,305 +15%
HSA
119
HBK Sorce Advisory
Pennsylvania
$7.54M -$45.4K -1,743 -0.6%
Bank of New York Mellon
120
Bank of New York Mellon
New York
$7.42M +$5.95M +228,320 +405%
IWA
121
IVC Wealth Advisors
Pennsylvania
$7.4M -$4.54K -174 -0.1%
CKAIS
122
Christensen King & Associates Investment Services
Washington
$7.4M +$49.8K +1,890 +0.7%
SF
123
Safeguard Financial
Wisconsin
$7.36M +$1.9M +72,743 +35%
RWP
124
RWA Wealth Partners
Massachusetts
$7.28M -$326K -12,503 -4%
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$7.27M +$353K +13,547 +5%
3 4
5
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