SCHV icon

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, 683 increasing their positions, 14 reducing their positions, and 55 closing their positions.

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
683
Reduced
14
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.44B
2
SEI Investments
2
SEI Investments
Pennsylvania
$1.01B
3
MG
3
Mather Group
Illinois
$833M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$1.27B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$415M

Top Sellers

1
RGF
1
Retirement Guys Formula
Ohio
$0
2
WIA
2
World Investment Advisors
California
$1.41M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$0
4
DAS
4
Dynamic Advisor Solutions
Arizona
$0
5
CWM
5
Cedar Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.44B 55,360,772 +35,884,431 +184%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$1.27B 48,845 +17,792 +57%
SEI Investments
3
SEI Investments
Pennsylvania
$1.01B 38,914,600 +26,780,137 +221%
MG
4
Mather Group
Illinois
$833M 31,961,534 +21,215,739 +197%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$415M 15,926,683 +11,074,601 +228%
Osaic Holdings
6
Osaic Holdings
Arizona
$292M 11,205,727 +6,968,510 +164%
APP
7
Avantax Planning Partners
Iowa
$259M 9,927,842 +6,621,242 +200%
Mariner
8
Mariner
Kansas
$207M 7,950,753 +5,291,706 +199%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$198M 7,608,951 +5,059,340 +198%
Betterment LLC
10
Betterment LLC
New York
$121M 4,652,799 +3,047,098 +190%
GAM
11
Gemmer Asset Management
California
$109M 4,188,511 +2,823,773 +207%
LPL Financial
12
LPL Financial
California
$91.1M 3,495,163 +2,393,802 +217%
SC
13
Savant Capital
Illinois
$90.1M 3,456,606 +2,253,597 +187%
MGIA
14
Moneta Group Investment Advisors
Missouri
$89.3M 3,427,107 +115,956 +4%
RRWA
15
Rainey & Randall Wealth Advisors
Florida
$75M 2,877,420 +1,956,262 +212%
MAG
16
Mokosak Advisory Group
Iowa
$72.9M 2,796,842 +1,869,197 +201%
FA
17
Financial Advisors
Massachusetts
$71M 2,724,819 +1,809,770 +198%
Morgan Stanley
18
Morgan Stanley
New York
$62.2M 2,386,548 +1,679,999 +238%
HighTower Advisors
19
HighTower Advisors
Illinois
$57.8M 2,217,242 +1,480,216 +201%
KF
20
Krilogy Financial
Missouri
$57.5M 2,205,034 +1,325,485 +151%
FPAS
21
Focus Partners Advisor Solutions
Missouri
$51.5M 1,976,668 +1,867,910 +1,717%
RDIA
22
RE Dickinson Investment Advisors
Iowa
$50.6M 193,949 +133,073 +219%
UCFA
23
United Capital Financial Advisors
Texas
$49.5M 1,899,117 +1,256,617 +196%
CI
24
CX Institutional
Indiana
$48.1M 1,843,143 +1,408,706 +324%
UBS Group
25
UBS Group
Switzerland
$47.4M 1,819,279 +1,185,788 +187%
1
2 3 4 5