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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 %
D
351
Diversified
Delaware
$804K +$804K +32,565 New
VST
352
Van Strum & Towne
California
$804K +$55.6K +2,250 +7%
JCIA
353
Jackson Creek Investment Advisors
Colorado
$799K -$7.26K -294 -0.9%
SEIA
354
Signature Estate & Investment Advisors
California
$791K +$791K +32,037 New
SA
355
SpiderRock Advisors
Delaware
$788K -$131K -5,319 -14%
CFG
356
Clayton Financial Group
Missouri
$777K +$14.7K +582 +2%
MIA
357
Milestone Investment Advisors
Wisconsin
$769K -$5.93K -240 -0.8%
BWP
358
Bernardo Wealth Planning
Pennsylvania
$765K – – –
MPM
359
Meritage Portfolio Management
Kansas
$761K – – –
EH
360
Equitable Holdings
New York
$761K +$68.7K +2,781 +10%
Kovitz Investment Group Partners
361
Kovitz Investment Group Partners
Illinois
$758K +$234K +9,459 +45%
BFS
362
Burkett Financial Services
South Carolina
$754K – – –
RDWM
363
Red Door Wealth Management
Tennessee
$754K – – –
CL
364
Choreo LLC
Illinois
$751K -$96.7K -3,936 -11%
CWA
365
CM Wealth Advisors
Ohio
$747K – – –
DADC
366
D.A. Davidson & Co
Montana
$743K – – –
QPWM
367
Quadrant Private Wealth Management
Pennsylvania
$735K +$735K +29,607 New
AA
368
Aire Advisors
California
$731K -$18.8K -771 -3%
EFS
369
Econ Financial Services
Pennsylvania
$723K +$20.6K +834 +3%
GWM
370
GSB Wealth Management
Connecticut
$722K +$4.45K +180 +0.6%
KFA
371
Kelleher Financial Advisors
New York
$722K – – –
ACA
372
Atlas Capital Advisors
Wyoming
$721K – – –
IF
373
Ironwood Financial
Arizona
$718K -$12.7K -516 -2%
WA
374
WBH Advisory
Maryland
$713K -$581K -23,529 -45%
AGWCA
375
Annis Gardner Whiting Capital Advisors
Florida
$712K +$712K +28,668 New
13 14
15
16 17