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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 %
First Trust Advisors
176
First Trust Advisors
Illinois
$3.83M +$3.83M +142,920 New
RIA
177
Retirement Investment Advisors
Oklahoma
$3.77M +$154K +5,751 +4%
MSFS
178
Main Street Financial Solutions
Pennsylvania
$3.71M -$42.4K -1,584 -1%
GWM
179
Geneos Wealth Management
Colorado
$3.67M +$3.3M +123,261 +892%
LIM
180
Leavell Investment Management
Alabama
$3.64M +$21.6K +807 +0.6%
DAS
181
Dynamic Advisor Solutions
Arizona
$3.62M -$104K -3,885 -3%
ZRP
182
Zynergy Retirement Planning
New Jersey
$3.59M -$332K -12,399 -8%
LIA
183
LifePlan Investment Advisors
North Carolina
$3.59M +$35.8K +1,335 +1%
CAWM
184
Capital Advisors Wealth Management
Washington
$3.58M -$16.5K -615 -0.5%
HWM
185
HB Wealth Management
Georgia
$3.56M -$910K -33,951 -20%
GWA
186
GGM Wealth Advisors
Maryland
$3.53M -$36.6K -1,365 -1%
PPH
187
Pure Portfolios Holdings
Oregon
$3.47M +$3.47M +129,381 New
AWG
188
Altus Wealth Group
Colorado
$3.43M +$64.4K +2,403 +2%
SWA
189
Stratos Wealth Advisors
Ohio
$3.42M -$71.6K -2,673 -2%
RJA
190
Raymond James & Associates
Florida
$3.36M +$249K +9,285 +8%
Truist Financial
191
Truist Financial
North Carolina
$3.35M +$174K +6,486 +5%
DP
192
DDD Partners
Washington
$3.35M +$138K +5,142 +4%
CPRC
193
Consolidated Portfolio Review Corp
New York
$3.32M -$83.7K -3,123 -2%
CCG
194
Coastwise Capital Group
California
$3.3M +$150K +5,604 +5%
AA
195
Apriem Advisors
California
$3.3M +$46.6K +1,740 +1%
BOPW
196
Brandywine Oak Private Wealth
Pennsylvania
$3.25M -$15.7K -585 -0.5%
GFWA
197
Grey Fox Wealth Advisors
Delaware
$3.23M +$57.5K +2,148 +2%
ATWA
198
Arbor Trust Wealth Advisors
Michigan
$3.23M – – –
NSAM
199
North Star Asset Management
Wisconsin
$3.18M +$25.4K +948 +0.8%
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$3.17M +$188K +7,017 +6%
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8
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