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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 %
SC
476
Schoolcraft Capital
Colorado
$374K +$148K +5,994 +66%
JPLA
477
Joseph P. Lucia & Associates
New York
$372K -$124K -5,007 -25%
IF
478
Intrua Financial
Texas
$371K – – –
SIA
479
Soltis Investment Advisors
Utah
$370K – – –
LF
480
LifeSteps Financial
California
$368K -$8.37K -339 -2%
SWM
481
Schwallier Wealth Management
Michigan
$366K -$388K -15,717 -51%
KLI
482
Kelman-Lazarov Inc
Tennessee
$350K -$48.5K -1,965 -12%
HWA
483
HHM Wealth Advisors
Tennessee
$346K -$38.2K -1,548 -10%
TLA
484
Tanglewood Legacy Advisors
Texas
$345K – – –
PIMG
485
Patriot Investment Management Group
Tennessee
$344K – – –
CIA
486
Cascade Investment Advisors
Oregon
$344K +$3.48K +141 +1%
GWM
487
Geneos Wealth Management
Colorado
$341K +$74.8K +3,030 +28%
PWMG
488
Prestige Wealth Management Group
New Jersey
$341K – – –
RA
489
RFG Advisory
Alabama
$339K -$259K -10,506 -43%
TVM
490
True Vision MN
Minnesota
$337K – – –
AWM
491
Accurate Wealth Management
Florida
$336K -$228 -9 -0.1%
IAIM
492
International Assets Investment Management
Florida
$335K -$56.5K -2,289 -14%
ABC
493
Associated Banc-Corp
Wisconsin
$332K – – –
KC
494
Kades & Cheifetz
Pennsylvania
$332K – – –
MCP
495
Mirador Capital Partners
California
$330K +$13.1K +531 +4%
TC
496
Tenret Company
Florida
$329K – – –
TGAM
497
TBH Global Asset Management
Tennessee
$329K +$55.9K +2,262 +20%
MLA
498
My Legacy Advisors
Oregon
$326K -$29.2K -1,182 -8%
WP
499
Westmount Partners
California
$326K – – –
CGFA
500
Colton Groome Financial Advisors
North Carolina
$324K -$13.6K -552 -4%
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