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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 %
SF
151
Summit Financial
New Jersey
$5.01M -$224K -8,358 -4%
NDSI
152
Newman Dignan & Sheerar Inc
Rhode Island
$4.91M +$3.2M +356,808 +187%
RDIA
153
RE Dickinson Investment Advisors
Iowa
$4.89M +$723 +27 +0%
SWM
154
SeaCrest Wealth Management
New York
$4.84M +$25.7K +960 +0.5%
CFA
155
Cahill Financial Advisors
Minnesota
$4.77M +$149K +5,553 +3%
ECG
156
Edge Capital Group
Georgia
$4.76M -$34K -1,269 -0.7%
MWM
157
Meridian Wealth Management
Kentucky
$4.54M +$4.54M +169,476 New
EFG
158
Embree Financial Group
Illinois
$4.5M +$119K +4,452 +3%
IWM
159
IHT Wealth Management
Illinois
$4.47M +$1.97M +73,698 +79%
LFP
160
Leeward Financial Partners
Washington
$4.46M +$75.4K +2,814 +2%
SDWMA
161
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.41M +$70.7K +2,640 +2%
DWM
162
Dakota Wealth Management
Florida
$4.28M -$69.9K -2,610 -2%
Pathstone Holdings
163
Pathstone Holdings
New Jersey
$4.24M -$71.7K -2,676 -2%
NFG
164
Northeast Financial Group
Pennsylvania
$4.2M +$4.2M +156,594 New
EWA
165
EP Wealth Advisors
California
$4.18M +$785K +29,319 +23%
ACA
166
Affinity Capital Advisors
California
$4.17M -$356K -13,272 -8%
AFTS
167
American Financial & Tax Strategies
New York
$4.16M -$79.6K -2,973 -2%
EFG
168
Everhart Financial Group
Ohio
$4.12M +$266K +9,912 +7%
NFG
169
Nadler Financial Group
Illinois
$4.1M -$92.4K -3,450 -2%
TC
170
TownSquare Capital
Utah
$4.09M -$418K -15,609 -9%
VBWMG
171
Von Berge Wealth Management Group
California
$4.04M +$2.5M +273,939 +163%
WCA
172
Waypoint Capital Advisors
Minnesota
$3.98M +$67.4K +2,514 +2%
WA
173
Waterford Advisors
New York
$3.97M -$127K -4,743 -3%
BBPWM
174
Blue Bell Private Wealth Management
Pennsylvania
$3.94M -$39.9K -1,488 -1%
FVWA
175
Foster Victor Wealth Advisors
South Carolina
$3.92M -$270K -10,086 -6%
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