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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 %
NA
326
NewEdge Advisors
Louisiana
$926K +$100K +4,068 +12%
MSWMA
327
Market Street Wealth Management Advisors
Indiana
$914K -$11.3K -459 -1%
SWM
328
Spire Wealth Management
Virginia
$908K -$92K -3,726 -9%
HI
329
Hoey Investments
Pennsylvania
$907K +$113K +4,566 +14%
HTC
330
Haverford Trust Company
Pennsylvania
$889K -$42.6K -1,725 -5%
ACA
331
Aptus Capital Advisors
Alabama
$889K -$96K -3,888 -10%
NCM
332
Northwest Capital Management
Oregon
$882K -$3.26K -132 -0.4%
BCWM
333
Bartlett & Co Wealth Management
Ohio
$881K +$745 +30 +0.1%
SOS
334
Silver Oak Securities
Tennessee
$875K +$129K +5,223 +17%
Bank of Montreal
335
Bank of Montreal
Ontario, Canada
$874K -$49.5K -1,965 -5%
JF
336
Joule Financial
Kentucky
$871K -$11.6K -465 -1%
BL
337
BFSG LLC
California
$871K -$19.6K -795 -2%
LFG
338
Larson Financial Group
Missouri
$861K +$356K +14,424 +70%
WANY
339
Wealthspire Advisors (New York)
New York
$853K – – –
BDFN
340
Bond & Devick Financial Network
Minnesota
$847K – – –
ATI
341
ARK & TLK Investments
Oklahoma
$841K – – –
S
342
Sachetta
Massachusetts
$838K -$12.4K -483 -1%
Rockefeller Capital Management
343
Rockefeller Capital Management
New York
$837K -$296 -12 -0%
FMWA
344
Forvis Mazars Wealth Advisors
Missouri
$837K – – –
KA
345
Kovack Advisors
Florida
$832K +$832K +33,699 New
CWM
346
Chesapeake Wealth Management
Virginia
$823K -$65.9K -2,670 -7%
MC
347
Montag & Caldwell
Georgia
$819K +$4K +162 +0.5%
SWA
348
Sax Wealth Advisors
New Jersey
$812K -$100K -4,050 -11%
JIC
349
Johnson Investment Counsel
Ohio
$812K -$7.48K -303 -0.9%
SFG
350
Sovereign Financial Group
Connecticut
$811K -$8.52K -345 -1%
12 13
14
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