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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 %
MAM
376
Marquette Asset Management
Minnesota
$710K – – –
UB
377
UMB Bank
Missouri
$709K – – –
OSAM
378
O'Shaughnessy Asset Management
Connecticut
$708K +$741 +30 +0.1%
GT
379
Greenleaf Trust
Michigan
$707K – – –
BJL
380
Brighton Jones LLC
Washington
$707K +$11.7K +474 +2%
LPAM
381
Lodestar Private Asset Management
California
$685K -$4.67K -189 -0.7%
PP
382
Pegasus Partners
Wisconsin
$676K – – –
ASI
383
Advisory Services & Investments
Oregon
$664K -$16K -648 -2%
CIP
384
Capital Insight Partners
Arizona
$662K +$7.56K +306 +1%
FAM
385
Formidable Asset Management
Ohio
$651K +$651K +26,376 New
WDL
386
Well Done LLC
Michigan
$649K – – –
NAMNJ
387
NorthStar Asset Management (New Jersey)
New Jersey
$646K +$8.22K +333 +1%
M
388
MYeCFO
California
$645K +$37K +1,500 +6%
GWM
389
Gray Wealth Management
Maine
$638K – – –
SPL
390
Smart Portfolios LLC
Washington
$637K +$22.6K +915 +4%
VP
391
Verum Partners
North Carolina
$621K -$3.41K -138 -0.5%
WAM
392
WNY Asset Management
New York
$619K – – –
Comerica Bank
393
Comerica Bank
Texas
$617K -$70.5K -2,856 -10%
SQA
394
Simon Quick Advisors
New Jersey
$609K – – –
MCM
395
MidAtlantic Capital Management
Virginia
$608K – – –
WAP
396
Wealthcare Advisory Partners
Pennsylvania
$604K +$31.2K +1,263 +5%
AWMG
397
Alliance Wealth Management Group
New Jersey
$598K -$3.19K -129 -0.5%
TCM
398
Towercrest Capital Management
Pennsylvania
$598K -$3.19K -129 -0.5%
NHT
399
New Hampshire Trust
New Hampshire
$598K +$121K +4,905 +25%
EHC
400
Everett Harris & Co
California
$597K +$14.8K +600 +3%
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16
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