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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 %
SCM
201
Steele Capital Management
Iowa
$3.14M -$304K -11,346 -9%
WIA
202
Westbourne Investment Advisors
Maryland
$3.13M +$101K +3,756 +3%
BCM
203
Barden Capital Management
Texas
$2.99M +$113K +4,233 +4%
BCM
204
Brookstone Capital Management
Illinois
$2.99M +$1.23M +46,059 +70%
CAG
205
Compass Advisory Group
New York
$2.97M -$39.9K -1,488 -1%
SF
206
Schaeffer Financial
Maryland
$2.97M +$45.2K +1,689 +2%
CWM
207
Cadence Wealth Management
Massachusetts
$2.95M +$1.2M +44,889 +69%
Citadel Advisors
208
Citadel Advisors
Florida
$2.84M +$2.51M +93,609 +763%
KAS
209
KPP Advisory Services
Kentucky
$2.83M -$3.22K -120 -0.1%
CWM
210
Cedar Wealth Management
California
$2.82M +$35K +1,308 +1%
WIC
211
Woodmont Investment Counsel
Tennessee
$2.79M – – –
CSPIA
212
Cary Street Partners Investment Advisory
Virginia
$2.77M -$46K -1,716 -2%
WF
213
Warner Financial
Maryland
$2.76M +$141K +5,271 +5%
RIA
214
Regal Investment Advisors
Michigan
$2.73M +$111K +4,143 +4%
GRP
215
Global Retirement Partners
California
$2.68M -$211K -7,860 -7%
HPFG
216
Hart & Patterson Financial Group
Massachusetts
$2.63M -$71.4K -2,664 -3%
VFIC
217
Valley Forge Investment Consultants
Pennsylvania
$2.62M +$10.9K +405 +0.4%
ADL
218
Asset Dedication LLC
California
$2.6M +$2.65K +99 +0.1%
CIS
219
Custom Index Systems
New York
$2.57M -$856K -31,938 -25%
BFM
220
Broadview Financial Management
Wisconsin
$2.55M +$18.2K +681 +0.7%
FA
221
Fagan Associates
New York
$2.51M -$11.7K -435 -0.5%
FWM
222
Fortress Wealth Management
California
$2.5M -$10.9K -405 -0.4%
Koshinski Asset Management
223
Koshinski Asset Management
Illinois
$2.5M +$174K +6,498 +7%
JWCA
224
J.W. Cole Advisors
Florida
$2.42M +$70K +2,613 +3%
AFS
225
Annapolis Financial Services
Maryland
$2.39M +$10.1K +378 +0.4%
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