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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
Envestnet Asset Management
Illinois
$390M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.52B
3
MGIA
Moneta Group Investment Advisors
Missouri
$88.7M
4
SEI Investments
SEI Investments
Pennsylvania
$975M
5
DB
Dravo Bay
Delaware
$32.6M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
$266M
2
MG
Mather Group
Illinois
$864M
3
Osaic Holdings
Osaic Holdings
Arizona
$341M
4
KF
Krilogy Financial
Missouri
$70.7M
5
CI
CX Institutional
Indiana
$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
126
ProVise Management Group
Florida
$6.52M -$193K -7,215 -3%
CAM
127
Cresset Asset Management
Illinois
$6.49M +$30.6K +1,143 +0.5%
SKK
128
Shepherd Kaplan Krochuk
Massachusetts
$6.2M -$636K -23,757 -9%
RWM
129
RKL Wealth Management
Pennsylvania
$6.03M -$371K -13,854 -6%
BAM
130
Berkshire Asset Management
Pennsylvania
$5.99M – – –
SFA
131
Sequoia Financial Advisors
Ohio
$5.97M -$68.6K -2,559 -1%
PSCM
132
Per Stirling Capital Management
Texas
$5.97M +$115K +4,275 +2%
IFS
133
Ifrah Financial Services
Arkansas
$5.94M -$12.5K -465 -0.2%
VWA
134
Visionary Wealth Advisors
Illinois
$5.89M -$137K -5,127 -2%
PFWA
135
Paces Ferry Wealth Advisors
Georgia
$5.86M -$21.7K -810 -0.4%
OCM
136
One Capital Management
California
$5.85M -$236K -8,793 -4%
LTL
137
Lowery Thomas LLC
California
$5.84M +$164K +6,138 +3%
GB
138
Gunma Bank
Japan
$5.79M +$1.77M +66,000 +44%
CI
139
Conning Inc
Connecticut
$5.78M – – –
MMHP
140
Murphy Middleton Hinkle & Parker
Georgia
$5.75M +$146K +5,442 +3%
IWC
141
Integrated Wealth Concepts
Massachusetts
$5.69M -$403K -15,045 -7%
GWS
142
Glassman Wealth Services
Virginia
$5.67M +$80K +2,988 +1%
SF
143
Safeguard Financial
Wisconsin
$5.62M -$199K -7,413 -3%
CAG
144
Curtis Advisory Group
California
$5.5M +$8.44K +315 +0.2%
WA
145
Waverly Advisors
Alabama
$5.48M +$90.3K +3,372 +2%
Fidelity Investments
146
Fidelity Investments
Massachusetts
$5.38M +$2M +74,559 +59%
GPFA
147
Game Plan Financial Advisors
Ohio
$5.3M -$32.6K -1,218 -0.6%
WRPWM
148
Werba Rubin Papier Wealth Management
California
$5.26M +$64.7K +2,415 +1%
PFA
149
Petra Financial Advisors
Colorado
$5.23M +$151K +5,637 +3%
PIA
150
Panoramic Investment Advisors
Colorado
$5.21M +$5.21M +194,349 New
4 5
6
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