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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
10.78%
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
+$65.5M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$43M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.7M
4
Goldman Sachs
Goldman Sachs
New York
+$20.7M
5
AAS
Avantax Advisory Services
Texas
+$14.3M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$1.16B
2
MGIA
Moneta Group Investment Advisors
Missouri
-$170M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$80M
4
DW
Dodds Wealth
Colorado
-$71.9M
5
Osaic Holdings
Osaic Holdings
Arizona
-$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWG
201
Altus Wealth Group
Colorado
$3.43M +$88.1K +3,379 +3%
RA
202
Riversedge Advisors
Delaware
$3.4M +$1.52M +58,218 +80%
Baird Financial Group
203
Baird Financial Group
Wisconsin
$3.37M +$1.61M +61,820 +92%
LIA
204
LifePlan Investment Advisors
North Carolina
$3.36M -$129K -4,957 -4%
WF
205
Warner Financial
Maryland
$3.36M +$672K +25,771 +25%
GWM
206
Geneos Wealth Management
Colorado
$3.34M -$233K -8,929 -7%
AA
207
Apriem Advisors
California
$3.31M +$95.8K +3,675 +3%
ATWA
208
Arbor Trust Wealth Advisors
Michigan
$3.3M -$80.7K -3,095 -2%
DP
209
DDD Partners
Washington
$3.29M +$36.5K +1,400 +1%
CPRC
210
Consolidated Portfolio Review Corp
New York
$3.29M +$62.1K +2,382 +2%
CWM
211
Cadence Wealth Management
Massachusetts
$3.27M +$400K +15,349 +14%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$3.25M +$173K +6,638 +6%
GWA
213
GGM Wealth Advisors
Maryland
$3.23M -$202K -7,742 -6%
Renaissance Technologies
214
Renaissance Technologies
New York
$3.22M +$1.03M +39,418 +47%
SWA
215
Stratos Wealth Advisors
Ohio
$3.2M -$131K -5,026 -4%
KWA
216
Kingswood Wealth Advisors
California
$3.2M +$3.2M +122,638 New
BOPW
217
Brandywine Oak Private Wealth
Pennsylvania
$3.17M – – –
CCG
218
Coastwise Capital Group
California
$3.15M -$66.4K -2,548 -2%
GFWA
219
Grey Fox Wealth Advisors
Delaware
$3.14M -$2.82K -108 -0.1%
NSAM
220
North Star Asset Management
Wisconsin
$3.07M -$25K -959 -0.8%
BCM
221
Barden Capital Management
Texas
$3.06M +$150K +5,736 +5%
SCM
222
Steele Capital Management
Iowa
$3.01M -$42.7K -1,636 -1%
PAG
223
Private Advisor Group
New Jersey
$3.01M +$867K +33,260 +40%
Truist Financial
224
Truist Financial
North Carolina
$2.98M -$283K -10,855 -9%
MWM
225
Modera Wealth Management
New Jersey
$2.98M +$2.13M +81,884 +253%
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