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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 %
ML
501
Mayport LLC
Massachusetts
$322K -$57.8K -2,340 -15%
SPC
502
Sigma Planning Corp
Michigan
$320K +$5.56K +225 +2%
GWA
503
Geometric Wealth Advisors
District of Columbia
$318K +$1.48K +60 +0.5%
GCM
504
G2 Capital Management
Ohio
$316K – – –
AAM
505
Austin Asset Management
Texas
$315K – – –
AWA
506
Acorn Wealth Advisors
Michigan
$311K -$6.89K -279 -2%
PNC Financial Services Group
507
PNC Financial Services Group
Pennsylvania
$307K +$38.4K +1,554 +14%
UAG
508
United Advisor Group
Ohio
$306K +$25.9K +1,047 +9%
JWM
509
Janiczek Wealth Management
Colorado
$306K -$4.22K -171 -1%
IP
510
Ignite Planners
California
$306K -$20.7K -840 -6%
GVAG
511
Great Valley Advisor Group
Delaware
$305K +$305K +12,366 New
BIA
512
Bell Investment Advisors
California
$305K +$305K +12,339 +45,700%
IC
513
IEQ Capital
California
$305K – – –
HCM
514
Hengehold Capital Management
Ohio
$304K -$148 -6 -0%
EPM
515
Elm Partners Management
Pennsylvania
$303K – – –
FA
516
FSA Advisors
Michigan
$303K +$5.33K +216 +2%
Citadel Advisors
517
Citadel Advisors
Florida
$303K -$1.97M -79,830 -87%
IAA
518
Independent Advisor Alliance
North Carolina
$302K -$51.8K -2,097 -15%
AIA
519
Allied Investment Advisors
Montana
$300K +$593 +24 +0.2%
AIM
520
AHL Investment Management
Florida
$299K – – –
TI
521
Truepoint Inc
Ohio
$298K -$8.15K -330 -3%
BMO
522
Beck Mack & Oliver
New York
$296K – – –
Members Trust
523
Members Trust
Florida
$295K +$295K +11,961 New
AIM
524
Acropolis Investment Management
Missouri
$295K – – –
SA
525
Stewardship Advisors
Pennsylvania
$293K +$293K +11,850 New
19 20
21
22 23