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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 %
LFP
176
Leeward Financial Partners
Washington
$4.42M +$84.3K +3,232 +2%
AF
177
Allworth Financial
California
$4.38M +$2.26M +83,628 +107%
DWM
178
Dakota Wealth Management
Florida
$4.36M +$196K +7,530 +5%
EFG
179
Embree Financial Group
Illinois
$4.32M -$57.4K -2,201 -1%
MWM
180
Meridian Wealth Management
Kentucky
$4.26M -$157K -6,029 -4%
VBWMG
181
Von Berge Wealth Management Group
California
$4.1M -$7.98M -292,215 -66%
LWM
182
Lighthouse Wealth Management
Ohio
$4.05M +$4.05M +155,295 New
AFTS
183
American Financial & Tax Strategies
New York
$4.05M -$4.41K -169 -0.1%
AWS
184
Atria Wealth Solutions
New York
$4.02M +$2.06M +79,185 +106%
ACA
185
Affinity Capital Advisors
California
$4M -$64.2K -2,461 -2%
EFG
186
Everhart Financial Group
Ohio
$3.97M -$36.4K -1,396 -0.9%
LJAC
187
L.J. Altfest & Co
New York
$3.93M +$3.02M +115,741 +329%
EWA
188
EP Wealth Advisors
California
$3.88M -$189K -7,241 -5%
WA
189
Waterford Advisors
New York
$3.86M -$26 -1 -0%
PPH
190
Pure Portfolios Holdings
Oregon
$3.78M +$408K +15,643 +12%
BBPWM
191
Blue Bell Private Wealth Management
Pennsylvania
$3.77M -$64K -2,453 -2%
TC
192
TownSquare Capital
Utah
$3.77M -$212K -8,141 -5%
BCM
193
Brookstone Capital Management
Illinois
$3.7M +$795K +30,506 +27%
RIA
194
Retirement Investment Advisors
Oklahoma
$3.7M +$33.2K +1,272 +0.9%
CAWM
195
Capital Advisors Wealth Management
Washington
$3.69M +$205K +7,853 +6%
MSFS
196
Main Street Financial Solutions
Pennsylvania
$3.68M +$62.6K +2,402 +2%
QC
197
Quadrature Capital
United Kingdom
$3.67M +$3.67M +140,952 New
ZRP
198
Zynergy Retirement Planning
New Jersey
$3.59M -$7.19M -89,422 -67%
WIA
199
Westbourne Investment Advisors
Maryland
$3.5M +$458K +17,576 +15%
LIM
200
Leavell Investment Management
Alabama
$3.49M -$55.1K -2,113 -2%
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