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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.

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

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.27B
2
MGIA
Moneta Group Investment Advisors
Missouri
$89.3M
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.44B
4
DW
Dodds Wealth
Colorado
$34.6M
5
Osaic Holdings
Osaic Holdings
Arizona
$292M
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
126
Focus Partners Wealth
Massachusetts
$7.14M -$427K -16,395 -6%
BCI
127
Brinker Capital Investments
Pennsylvania
$6.92M -$843K -32,329 -11%
OPS
128
Orion Portfolio Solutions
Nebraska
$6.92M -$843K -32,329 -11%
TWM
129
Thrive Wealth Management
Pennsylvania
$6.88M +$223K +8,535 +3%
CMP
130
Courage Miller Partners
Virginia
$6.81M -$27.4K -1,052 -0.4%
CM
131
Columbus Macro
Pennsylvania
$6.65M +$5.06M +193,928 +317%
MMHP
132
Murphy Middleton Hinkle & Parker
Georgia
$6.63M +$1.03M +39,534 +18%
FFA
133
Florida Financial Advisors
Florida
$6.61M -$476K -18,251 -7%
EWA
134
Exencial Wealth Advisors
Oklahoma
$6.42M -$514K -19,701 -7%
GIA
135
Gladstone Institutional Advisory
Florida
$6.41M -$151K -5,794 -2%
CAM
136
Cresset Asset Management
Illinois
$6.38M +$64.1K +2,458 +1%
PP
137
PrairieView Partners
Minnesota
$6.35M -$592K -22,717 -9%
IWC
138
Integrated Wealth Concepts
Massachusetts
$6.31M +$775K +29,711 +14%
GB
139
Gunma Bank
Japan
$6.26M +$626K +24,000 +11%
PMG
140
ProVise Management Group
Florida
$6.22M -$131K -5,011 -2%
BAMG
141
Brand Asset Management Group
Missouri
$6.06M -$791K -30,327 -12%
FF
142
Friday Financial
Iowa
$5.92M +$5.92M +227,133 New
CAG
143
Curtis Advisory Group
California
$5.92M +$569K +21,832 +11%
PSCM
144
Per Stirling Capital Management
Texas
$5.91M +$106K +4,082 +2%
BL
145
BCWM LLC
Kansas
$5.82M +$5.82M +223,137 New
OCM
146
One Capital Management
California
$5.78M +$88.4K +3,389 +2%
IFS
147
Ifrah Financial Services
Arkansas
$5.75M -$27K -1,036 -0.5%
PFWA
148
Paces Ferry Wealth Advisors
Georgia
$5.71M +$78 +3 +0%
LTL
149
Lowery Thomas LLC
California
$5.7M +$13.3K +511 +0.2%
SFA
150
Sequoia Financial Advisors
Ohio
$5.66M -$150K -5,743 -3%
4 5
6
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