SCHV icon

Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

755 hedge funds and large institutions have $7.64B invested in Schwab US Large-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 206 increasing their positions, 299 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+8
Holders Change %
+1.07%
% of All Funds
10.98%
Holding in Top 10
64
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.03%
% of All Funds
0.93%
New
60
Increased
206
Reduced
299
Closed
42
Calls
$237K
Puts
–
Net Calls
+$237K
Net Calls Change
-$454K

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$55.8M
2
MG
Mather Group
Illinois
+$47.7M
3
SEI Investments
SEI Investments
Pennsylvania
+$41M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$28.3M
5
BHB
Bank Hapoalim BM
Israel
+$12.4M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$25.6M
2
AWM
Apollon Wealth Management
South Carolina
-$18.8M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$12.7M
4
Osaic Holdings
Osaic Holdings
Arizona
-$8.76M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$6.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
226
Evoke Wealth
California
$2.19M – – –
GJIA
227
Glass Jacobson Investment Advisors
Maryland
$2.17M +$173K +7,008 +9%
ASN
228
Advisory Services Network
Georgia
$2.17M +$30.6K +1,239 +1%
JGCM
229
Joseph Group Capital Management
Ohio
$2.17M +$60.2K +2,436 +3%
JWCA
230
J.W. Cole Advisors
Florida
$2.17M -$29.6K -1,197 -1%
WCM
231
Weaver Capital Management
Georgia
$2.15M -$88.2K -3,570 -4%
Koshinski Asset Management
232
Koshinski Asset Management
Illinois
$2.14M -$366K -14,847 -15%
AL
233
ACAS LLC
California
$2.13M -$96.6K -3,756 -4%
PAG
234
Private Advisor Group
New Jersey
$2.09M +$280K +11,325 +15%
CA
235
Clearstead Advisors
Ohio
$2.09M +$1.88M +76,239 +927%
TNA
236
True North Advisors
Texas
$2.08M -$143K -5,805 -6%
AF
237
Allworth Financial
California
$2.06M +$56.6K +2,229 +3%
PFA
238
Pure Financial Advisors
California
$2.04M -$232K -9,411 -10%
ACI
239
Alpha Cubed Investments
California
$2.03M +$73.7K +2,985 +4%
Lido Advisors
240
Lido Advisors
California
$2.03M -$80.7K -3,249 -4%
MGIA
241
Matthew Goff Investment Advisor
Texas
$2.01M +$2.01M +81,492 New
MFT
242
Moisand Fitzgerald Tamayo
Florida
$2.01M -$106K -4,275 -5%
DSC
243
Duncker Streett & Co
Missouri
$1.99M -$51.9K -2,100 -3%
AGC
244
Aspen Grove Capital
Colorado
$1.95M – – –
SAF
245
Smith Anglin Financial
Texas
$1.9M -$57.3K -2,322 -3%
AWS
246
Atria Wealth Solutions
New York
$1.88M +$88.4K +3,567 +5%
MMA
247
Miracle Mile Advisors
California
$1.86M -$74 -3 -0%
SW
248
Simplicity Wealth
New Jersey
$1.82M – – –
BFG
249
Bleakley Financial Group
New Jersey
$1.82M – – –
MWM
250
Merriman Wealth Management
Washington
$1.81M -$9.65K -390 -0.5%
8 9
10
11 12