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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 %
JFG
276
JMG Financial Group
Illinois
$1.37M -$747K -30,234 -35%
CAG
277
Csenge Advisory Group
Florida
$1.36M +$428K +17,352 +46%
BRWA
278
B. Riley Wealth Advisors
Florida
$1.34M +$195K +7,869 +17%
MWA
279
Monograph Wealth Advisors
California
$1.34M – – –
KWM
280
Kolinsky Wealth Management
New Jersey
$1.34M +$183K +7,422 +16%
AF
281
Advisornet Financial
Minnesota
$1.33M -$104K -4,194 -7%
WPW
282
Watershed Private Wealth
Illinois
$1.3M – – –
WIA
283
World Investment Advisors
California
$1.26M +$149K +6,051 +13%
KHC
284
Koesten Hirschmann & Crabtree
Kansas
$1.24M – – –
LJAC
285
L.J. Altfest & Co
New York
$1.24M -$131K -5,286 -10%
VFA
286
Valeo Financial Advisors
Indiana
$1.23M – – –
AL
287
Aspiriant LLC
California
$1.21M -$1.7K -69 -0.1%
CP
288
Creekside Partners
California
$1.2M +$1.2M +48,756 New
FFA
289
Farther Finance Advisors
California
$1.2M -$50.2K -2,043 -4%
LIWM
290
Long Island Wealth Management
New York
$1.19M -$74 -3 -0%
MOS
291
MGO One Seven
Ohio
$1.19M +$225K +9,105 +23%
CA
292
CGN Advisors
Kansas
$1.18M +$65.8K +2,664 +6%
AWE
293
Avidian Wealth Enterprises
Texas
$1.17M +$1.17M +47,364 New
SA
294
Sanctuary Advisors
Indiana
$1.17M +$1.17M +47,964 New
KJWM
295
Kiley Juergens Wealth Management
Washington
$1.17M +$29K +1,173 +3%
AWM
296
Apollon Wealth Management
South Carolina
$1.17M -$18.8M -761,742 -94%
KAM
297
KEB Asset Management
Illinois
$1.16M – – –
SWM
298
Seed Wealth Management
Illinois
$1.16M -$2.59K -105 -0.2%
GCA
299
Gradient Capital Advisors
California
$1.15M -$41.3K -1,674 -3%
BIA
300
Bigelow Investment Advisors
Maine
$1.15M +$184K +7,467 +19%
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