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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.

Holders
778
Holders Change
+23
Holders Change %
+3.05%
% of All Funds
11.26%
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
1
Envestnet Asset Management
Illinois
$390M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.52B
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$88.7M
4
SEI Investments
4
SEI Investments
Pennsylvania
$975M
5
DB
5
Dravo Bay
Delaware
$32.6M

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$266M
2
MG
2
Mather Group
Illinois
$864M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$341M
4
KF
4
Krilogy Financial
Missouri
$70.7M
5
CI
5
CX Institutional
Indiana
$34.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.52B 19,476,341 +831,288 +4%
SEI Investments
2
SEI Investments
Pennsylvania
$975M 12,134,463 +634,556 +6%
MG
3
Mather Group
Illinois
$864M 10,745,795 -382,159 -3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$390M 4,852,082 +828,420 +21%
Osaic Holdings
5
Osaic Holdings
Arizona
$341M 4,237,217 -220,469 -5%
APP
6
Avantax Planning Partners
Iowa
$266M 3,306,600 -713,874 -18%
Mariner
7
Mariner
Kansas
$214M 2,659,047 +211,963 +9%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$205M 2,549,611 -32,762 -1%
Betterment LLC
9
Betterment LLC
New York
$129M 1,605,701 -44,790 -3%
GAM
10
Gemmer Asset Management
California
$110M 1,364,738 +26,855 +2%
SC
11
Savant Capital
Illinois
$96.7M 1,203,009 -49,059 -4%
MGIA
12
Moneta Group Investment Advisors
Missouri
$88.7M 3,311,151 +2,293,143 +225%
LPL Financial
13
LPL Financial
California
$88.5M 1,101,361 +16,623 +2%
MAG
14
Mokosak Advisory Group
Iowa
$74.6M 927,645 +43,097 +5%
RRWA
15
Rainey & Randall Wealth Advisors
Florida
$74M 921,158 +14,004 +2%
FA
16
Financial Advisors
Massachusetts
$73.5M 915,049 +16,015 +2%
KF
17
Krilogy Financial
Missouri
$70.7M 879,549 -216,369 -20%
HighTower Advisors
18
HighTower Advisors
Illinois
$59.2M 737,026 -16,309 -2%
Morgan Stanley
19
Morgan Stanley
New York
$56.8M 706,549 +35,141 +5%
UCFA
20
United Capital Financial Advisors
Texas
$51.6M 642,500 -4,785 -0.7%
UBS Group
21
UBS Group
Switzerland
$50.9M 633,491 +40,162 +7%
FCI
22
Financial Counselors Inc
Kansas
$46.9M 583,815 -11,652 -2%
OIA
23
OneDigital Investment Advisors
Kansas
$44M 547,854 -7,012 -1%
Bank of America
24
Bank of America
North Carolina
$43.7M 543,592 -31,871 -6%
SWRP
25
Summit Wealth & Retirement Planning
California
$43.4M 540,114 +17,888 +3%
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