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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

748 hedge funds and large institutions have $7.63B invested in Schwab US Large-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 234 increasing their positions, 298 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+26
Holders Change %
+3.6%
% of All Funds
10.84%
Holding in Top 10
66
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.96%
New
78
Increased
234
Reduced
298
Closed
42
Calls
$691K
Puts
–
Net Calls
+$691K
Net Calls Change
-$936K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$43.1M
2
TWM
Tradition Wealth Management
Minnesota
+$25.3M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$22.2M
4
MGIA
Moneta Group Investment Advisors
Missouri
+$20.4M
5
DP
Denver PWM
Colorado
+$16.1M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$287M
2
Osaic Holdings
Osaic Holdings
Arizona
-$82.5M
3
HighTower Advisors
HighTower Advisors
Illinois
-$61.5M
4
Morgan Stanley
Morgan Stanley
New York
-$55.6M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
201
Coastwise Capital Group
California
$2.89M +$13.6K +537 +0.5%
SF
202
Schaeffer Financial
Maryland
$2.79M -$14.5K -573 -0.5%
CSPIA
203
Cary Street Partners Investment Advisory
Virginia
$2.7M -$886K -34,983 -25%
VFIC
204
Valley Forge Investment Consultants
Pennsylvania
$2.67M +$1.84M +72,666 +222%
WIC
205
Woodmont Investment Counsel
Tennessee
$2.64M – – –
BCM
206
Barden Capital Management
Texas
$2.64M -$926K -36,561 -26%
HIF
207
Hill Island Financial
Michigan
$2.59M -$84.5K -3,336 -3%
WIA
208
Westbourne Investment Advisors
Maryland
$2.58M +$90.1K +3,555 +4%
Koshinski Asset Management
209
Koshinski Asset Management
Illinois
$2.57M -$1.35M -53,436 -34%
CFGA
210
Cambridge Financial Group (Arizona)
Arizona
$2.52M -$58.2K -2,298 -2%
ADL
211
Asset Dedication LLC
California
$2.45M -$73.6K -2,901 -3%
BFM
212
Broadview Financial Management
Wisconsin
$2.43M -$2.05K -81 -0.1%
KAS
213
KPP Advisory Services
Kentucky
$2.43M +$2.43M +95,799 New
RIA
214
Regal Investment Advisors
Michigan
$2.42M +$353K +13,941 +17%
CW
215
CreativeOne Wealth
Kansas
$2.4M +$2.1M +83,100 +709%
SWP
216
Stratos Wealth Partners
Ohio
$2.4M -$6.31K -249 -0.3%
BWM
217
Brown Wealth Management
Illinois
$2.38M -$4.48K -177 -0.2%
FWM
218
Fortress Wealth Management
California
$2.37M -$1.11M -43,953 -32%
FA
219
Fagan Associates
New York
$2.37M -$148K -5,838 -6%
WF
220
Warner Financial
Maryland
$2.37M +$386K +15,246 +20%
Janney Montgomery Scott
221
Janney Montgomery Scott
Pennsylvania
$2.34M -$199K -7,854 -8%
Citadel Advisors
222
Citadel Advisors
Florida
$2.33M +$2.33M +92,094 New
PFA
223
Pure Financial Advisors
California
$2.33M -$7.07K -279 -0.3%
BFG
224
Berger Financial Group
Minnesota
$2.33M +$1.71M +67,509 +278%
WCM
225
Weaver Capital Management
Georgia
$2.3M -$52.4K -2,070 -2%
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