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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 %
BBW
426
Blue Barn Wealth
Utah
$503K +$54.6K +2,211 +12%
FAM
427
Family Asset Management
South Carolina
$495K -$672K -27,204 -58%
DCM
428
Donaldson Capital Management
Indiana
$494K +$494K +20,025 New
C
429
CEDRUS
Colorado
$492K +$492K +19,914 New
GC
430
Gilbert & Cook
Iowa
$490K – – –
SBIA
431
Sheaff Brock Investment Advisors
Indiana
$488K -$29.6K -1,200 -6%
PA
432
Prism Advisors
California
$485K – – –
ZF
433
Zhang Financial
Michigan
$484K – – –
CAP
434
Columbia Advisory Partners
Washington
$482K -$234K -9,486 -33%
CFFP
435
Center for Financial Planning
Michigan
$482K – – –
DWT
436
Dorsey & Whitney Trust
South Dakota
$471K – – –
MAM
437
Marotta Asset Management
Virginia
$465K -$59.2K -2,409 -11%
SMA
438
Sage Mountain Advisors
Georgia
$462K – – –
SAI
439
Savvy Advisors Inc
New York
$455K +$455K +18,414 New
WFA
440
WMG Financial Advisors
Tennessee
$453K -$9.26K -375 -2%
Stifel Financial
441
Stifel Financial
Missouri
$445K +$2.59K +105 +0.6%
WG
442
Wealth Group
North Carolina
$442K -$6.89K -279 -2%
AWM
443
Avior Wealth Management
Nebraska
$441K +$59.6K +2,412 +16%
PFGIA
444
Patriot Financial Group Insurance Agency
Massachusetts
$440K +$2.59K +105 +0.6%
WMG
445
WESCAP Management Group
California
$439K – – –
AI
446
Atria Investments
North Carolina
$439K +$439K +17,763 New
CW
447
CIC Wealth
Maryland
$436K – – –
SAG
448
SageView Advisory Group
California
$434K +$434K +17,571 New
CAM
449
Carret Asset Management
New York
$432K – – –
KA
450
Klingman & Associates
New York
$431K -$34.7K -1,407 -7%
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