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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 %
CI
151
Conning Inc
Connecticut
$5.62M – – –
WA
152
Waverly Advisors
Alabama
$5.56M +$229K +8,799 +4%
GWS
153
Glassman Wealth Services
Virginia
$5.55M +$34.2K +1,313 +0.6%
VWA
154
Visionary Wealth Advisors
Illinois
$5.45M -$280K -10,729 -5%
SW
155
SteelPeak Wealth
California
$5.39M +$5.39M +206,775 New
SKK
156
Shepherd Kaplan Krochuk
Massachusetts
$5.26M -$779K -29,898 -13%
PFA
157
Petra Financial Advisors
Colorado
$5.16M +$74K +2,837 +1%
WRPWM
158
Werba Rubin Papier Wealth Management
California
$5.15M +$32.5K +1,245 +0.6%
PIA
159
Panoramic Investment Advisors
Colorado
$5.08M +$18.1K +694 +0.4%
AC
160
Avant Capital
Louisiana
$5.08M +$5.08M +194,760 New
SF
161
Summit Financial
New Jersey
$5.03M +$151K +5,775 +3%
SDWMA
162
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.96M +$666K +25,528 +15%
RWM
163
RKL Wealth Management
Pennsylvania
$4.93M -$941K -36,095 -16%
SWM
164
SpringVest Wealth Management
Texas
$4.9M +$4.9M +187,863 New
Fidelity Investments
165
Fidelity Investments
Massachusetts
$4.89M -$340K -13,052 -7%
NFG
166
Nadler Financial Group
Illinois
$4.78M +$785K +30,095 +20%
Pathstone Holdings
167
Pathstone Holdings
New Jersey
$4.77M +$635K +24,298 +15%
CPA
168
Cathy Pareto & Associates
Florida
$4.72M +$4.72M +181,195 New
SS
169
Sunbelt Securities
Texas
$4.68M -$4.31M -165,901 -48%
GBFP
170
Golden Bell Financial Planning
Georgia
$4.67M +$4.67M +179,291 New
NDSI
171
Newman Dignan & Sheerar Inc
Rhode Island
$4.67M -$9.61M -368,675 -67%
NFG
172
Northeast Financial Group
Pennsylvania
$4.66M +$575K +22,045 +14%
CFA
173
Cahill Financial Advisors
Minnesota
$4.58M -$64.2K -2,461 -1%
ECG
174
Edge Capital Group
Georgia
$4.55M -$82.2K -3,154 -2%
SWM
175
SeaCrest Wealth Management
New York
$4.54M -$174K -6,686 -4%
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