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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 %
CSWM
251
Cassady Schiller Wealth Management
Ohio
$1.8M – – –
MAG
252
M3 Advisory Group
Massachusetts
$1.79M +$124K +5,007 +7%
RA
253
Riversedge Advisors
Delaware
$1.77M -$1.85K -75 -0.1%
Baird Financial Group
254
Baird Financial Group
Wisconsin
$1.74M -$210K -8,514 -11%
RPGK
255
Retirement Planning Group (Kansas)
Kansas
$1.72M -$337K -13,647 -16%
BCM
256
Brookstone Capital Management
Illinois
$1.69M +$88.2K +3,423 +6%
FSG
257
Financial Strategies Group
Michigan
$1.68M -$9.4K -381 -0.6%
FOA
258
Five Oceans Advisors
California
$1.67M -$74 -3 -0%
NRI
259
NFP Retirement Inc
California
$1.66M -$536K -21,708 -24%
FAIM
260
Financial Advocates Investment Management
Washington
$1.65M -$76.4K -3,093 -4%
S
261
SignatureFD
Georgia
$1.64M – – –
EA
262
Emerald Advisors
Washington
$1.63M -$56.4K -2,286 -3%
TIM
263
Tortoise Investment Management
New York
$1.61M +$27.9K +1,128 +2%
CWM
264
Cadence Wealth Management
Massachusetts
$1.61M +$1.15M +46,554 +251%
BL
265
BCWM LLC
Kansas
$1.59M +$26.7K +1,080 +2%
IA
266
IFP Advisors
Florida
$1.55M -$40.8K -1,653 -3%
CM
267
Columbus Macro
Pennsylvania
$1.54M -$104K -4,197 -6%
ECM
268
Elgethun Capital Management
South Dakota
$1.52M +$61.3K +2,481 +4%
PA
269
Parallel Advisors
California
$1.48M +$25.9K +1,050 +2%
LAIC
270
Lederer & Associates Investment Counsel
California
$1.48M -$15.9K -645 -1%
PCWA
271
Pacific Capital Wealth Advisors
California
$1.42M -$5.48K -222 -0.4%
Corient Private Wealth
272
Corient Private Wealth
Florida
$1.4M -$131K -5,289 -9%
KP
273
Keel Point
Alabama
$1.39M -$184K -7,287 -12%
GHA
274
GW Henssler & Associates
Georgia
$1.39M -$14.1K -570 -1%
JC
275
Jentner Corp
Ohio
$1.38M -$104K -4,221 -7%
9 10
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