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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 %
GA
451
Goldstein Advisors
Wisconsin
$430K – – –
AIS
452
American Investment Services
Massachusetts
$426K – – –
AWA
453
Arkadios Wealth Advisors
Georgia
$426K +$218K +8,838 +105%
CIBC Private Wealth Group
454
CIBC Private Wealth Group
Georgia
$420K -$2.96K -120 -0.7%
MCM
455
Mengis Capital Management
Oregon
$418K -$77.8K -3,150 -16%
WP
456
Wealthspan Partners
Iowa
$414K +$91K +3,684 +28%
DIS
457
Diversified Investment Strategies
Louisiana
$413K +$23.5K +951 +6%
RFA
458
Resurgent Financial Advisors
Georgia
$406K -$659K -26,673 -62%
TW
459
TrinityPoint Wealth
Connecticut
$403K – – –
AAS
460
Ameritas Advisory Services
Nebraska
$402K +$28.5K +1,155 +8%
PGAM
461
Princeton Global Asset Management
New Jersey
$401K – – –
AIM
462
Avity Investment Management
Connecticut
$399K -$98.8K -3,999 -20%
VCWA
463
Vanguard Capital Wealth Advisors
Colorado
$398K +$169K +6,828 +74%
SPWM
464
Schrum Private Wealth Management
Florida
$397K – – –
VCP
465
Vista Capital Partners
Oregon
$396K -$19.4K -786 -5%
BIM
466
Bridges Investment Management
Nebraska
$394K – – –
CPIG
467
Chicago Partners Investment Group
Illinois
$394K +$32.7K +1,275 +9%
TCM
468
TruNorth Capital Management
Michigan
$392K -$4.52K -183 -1%
RIM
469
Rockbridge Investment Management
New York
$390K +$1.48K +60 +0.4%
LWM
470
Lakeridge Wealth Management
Ohio
$389K -$5.93K -240 -2%
HCC
471
Hirtle Callaghan & Co
Pennsylvania
$388K +$388K +15,717 New
VA
472
Vident Advisory
Georgia
$386K +$386K +15,612 New
RC
473
Roundview Capital
New Jersey
$383K -$1.48K -60 -0.4%
MA
474
MONECO Advisors
Connecticut
$378K -$5.7K -231 -1%
WC
475
Waterloo Capital
Texas
$375K – – –
17 18
19
20 21