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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

755 hedge funds and large institutions have $7.64B invested in Schwab US Large-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 206 increasing their positions, 299 reducing their positions, and 42 closing their positions.

Holders
755
Holders Change
+8
Holders Change %
+1.07%
% of All Funds
10.98%
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
206
Reduced
299
Closed
42
Calls
$237K
Puts
–
Net Calls
+$237K
Net Calls Change
-$454K

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$55.8M
2
MG
2
Mather Group
Illinois
$846M
3
SEI Investments
3
SEI Investments
Pennsylvania
$852M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$298M
5
BHB
5
Bank Hapoalim BM
Israel
$12.4M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.39B
2
AWM
2
Apollon Wealth Management
South Carolina
$1.17M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$191M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$330M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWRP
26
Summit Wealth & Retirement Planning
California
$38.7M +$1.24M +50,052 +3%
DW
27
Dodds Wealth
Colorado
$32.9M -$669K -27,117 -2%
Ameriprise
28
Ameriprise
Minnesota
$32.7M -$1.57M -63,504 -5%
GG
29
GenWealth Group
New Jersey
$32.5M -$239K -9,693 -0.7%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$30.4M -$1.62M -65,640 -5%
FWP
31
FAS Wealth Partners
Kansas
$30.1M -$664K -26,886 -2%
FFN
32
Focus Financial Network
Minnesota
$30M -$377K -14,631 -1%
CFG
33
Cooper Financial Group
California
$29.8M +$4.88M +197,691 +20%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$29.7M +$1.07M +43,314 +4%
NCMW
35
Northern Capital Management (Washington)
Washington
$29.7M -$641K -25,953 -2%
HWM
36
HRC Wealth Management
Idaho
$28.9M +$600K +24,291 +2%
BA
37
Ballast Advisors
Minnesota
$28.3M +$163K +6,597 +0.6%
XF
38
XML Financial
Maryland
$27.5M +$624K +25,251 +2%
Wells Fargo
39
Wells Fargo
California
$26.3M +$795K +32,187 +3%
BPA
40
Beacon Pointe Advisors
California
$25.2M -$1.18M -47,589 -4%
AFG
41
Atomi Financial Group
New York
$25.1M +$10.8M +436,503 +75%
PCIA
42
Prime Capital Investment Advisors
Kansas
$24.4M -$4.93M -199,527 -17%
CCWA
43
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.1M -$114K -4,599 -0.5%
MCM
44
MAI Capital Management
Ohio
$24M +$196K +7,944 +0.8%
MFGP
45
Marshall Financial Group (Pennsylvania)
Pennsylvania
$23.5M +$757K +30,648 +3%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$23.2M -$997K -40,359 -4%
BDF
47
Black Diamond Financial
Maryland
$23.2M +$4.23M +171,348 +22%
GIA
48
GHP Investment Advisors
Colorado
$22.8M +$196K +7,941 +0.9%
AAS
49
Avantax Advisory Services
Texas
$22.4M +$5.23M +211,932 +30%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$22.3M -$2.08M -84,396 -9%
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