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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 %
FAG
401
Fortitude Advisory Group
Washington
$592K -$9.7K -393 -2%
MPWT
402
MassMutual Private Wealth & Trust
Connecticut
$585K -$164K -6,624 -22%
SW
403
SkyOak Wealth
Michigan
$584K -$2.82K -114 -0.5%
DAS
404
Diversify Advisory Services
Utah
$583K -$157K -6,369 -21%
LF
405
Lantz Financial
Illinois
$583K – – –
PGFC
406
Peapack-Gladstone Financial Corp
New Jersey
$579K -$29.4K -1,191 -5%
AA
407
Alesco Advisors
New York
$571K -$31.4K -1,272 -5%
FWM
408
Fonville Wealth Management
Virginia
$567K -$10.8K -435 -2%
FWS
409
FinDec Wealth Services
California
$551K +$4.89K +198 +0.9%
PL
410
Plancorp LLC
Missouri
$551K – – –
ONB
411
Old National Bancorp
Indiana
$550K – – –
CW
412
CreativeOne Wealth
Kansas
$549K -$1.79M -72,594 -77%
FPCP
413
Fort Point Capital Partners
California
$546K +$546K +22,119 New
William Blair & Company
414
William Blair & Company
Illinois
$545K -$1.04K -42 -0.2%
RWP
415
Revolve Wealth Partners
New Jersey
$544K -$11.9K -480 -2%
MGWM
416
Marks Group Wealth Management
Minnesota
$532K – – –
GG
417
Greenwood Gearhart
Arkansas
$532K -$8.89K -360 -2%
SSW
418
Stone Summit Wealth
Florida
$521K -$15.8K -639 -3%
VF
419
Vawter Financial
Ohio
$518K – – –
CFD
420
Creative Financial Designs
Indiana
$517K -$122K -4,935 -19%
CIR
421
Clear Investment Research
Georgia
$513K – – –
BMCM
422
Bryn Mawr Capital Management
Pennsylvania
$511K -$22.2K -900 -4%
KCM
423
Kathmere Capital Management
Pennsylvania
$507K -$4.96K -201 -1%
MAG
424
Mayfair Advisory Group
Alabama
$506K – – –
SSWM
425
Smith Salley Wealth Management
North Carolina
$505K – – –
15 16
17
18 19