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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

756 hedge funds and large institutions have $7.65B invested in Schwab US Large-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 207 increasing their positions, 299 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+8
Holders Change %
+1.07%
% of All Funds
10.99%
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
207
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 %
BIA
301
Bigelow Investment Advisors
Maine
$1.15M +$184K +7,467 +19%
CWC
302
Carolinas Wealth Consulting
North Carolina
$1.14M -$2.98K -120 -0.3%
ZIM
303
Zacks Investment Management
Illinois
$1.12M -$42.5K -1,722 -4%
CCM
304
Condor Capital Management
New Jersey
$1.12M -$8.15K -330 -0.7%
CWM
305
Cornerstone Wealth Management
Missouri
$1.09M -$90.8K -3,678 -8%
SCM
306
SOL Capital Management
Maryland
$1.06M +$7.78K +315 +0.7%
SPIA
307
Steward Partners Investment Advisory
New York
$1.06M -$54.2K -2,196 -5%
BWM
308
BCGM Wealth Management
Indiana
$1.04M -$357K -14,448 -25%
KC
309
Knuff & Co
California
$1.04M +$1.04M +42,048 New
MCC
310
Money Concepts Capital
Florida
$1.03M -$9.48K -384 -0.9%
LWM
311
LongView Wealth Management
Georgia
$1.03M -$6.15K -249 -0.6%
GAA
312
Guardian Asset Advisors
Pennsylvania
$1.02M -$128K -5,187 -11%
AWM
313
AE Wealth Management
Kansas
$1.02M +$45.9K +1,860 +5%
TYCC
314
Texas Yale Capital Corp
Florida
$1.02M -$57.4K -2,325 -5%
CAAM
315
Cornerstone Advisors Asset Management
Pennsylvania
$1.01M – – –
CTC
316
Central Trust Company
Missouri
$1M +$1M +40,500 New
MWM
317
Modera Wealth Management
New Jersey
$973K -$42.4K -1,719 -4%
ES
318
ETF Store
Kansas
$970K +$94K +3,807 +11%
TF
319
Theory Financial
Colorado
$965K -$834K -33,792 -46%
WCM
320
Whitener Capital Management
North Carolina
$962K +$11.6K +471 +1%
MCCA
321
Mill Creek Capital Advisors
Pennsylvania
$958K – – –
AIM
322
Athena Investment Management
California
$957K – – –
BFA
323
Beaumont Financial Advisors
Massachusetts
$953K -$37K -1,497 -4%
PCMC
324
Private Capital Management (Colorado)
Colorado
$941K -$29.6K -1,200 -3%
CCWM
325
Cassaday & Co Wealth Management
Virginia
$929K +$7.63K +309 +0.8%
11 12
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