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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 %
Goldman Sachs
526
Goldman Sachs
New York
$292K -$4.29M -173,547 -94%
AIM
527
AMI Investment Management
Indiana
$291K +$27K +1,092 +10%
Renaissance Technologies
528
Renaissance Technologies
New York
$289K -$4.2M -170,100 -94%
PFBT
529
Parkside Financial Bank & Trust
Missouri
$289K – – –
HCP
530
Hardin Capital Partners
South Carolina
$288K +$288K +11,682 New
HGERS
531
Householder Group Estate & Retirement Specialist
Arizona
$288K -$138K -5,586 -32%
RWM
532
RBA Wealth Management
California
$283K -$26.4K -1,068 -9%
WW
533
Waterfront Wealth
Kansas
$283K -$63.5K -2,571 -18%
AIA
534
AIMZ Investment Advisors
California
$282K – – –
TWM
535
TriaGen Wealth Management
California
$280K – – –
FWTB
536
First Western Trust Bank
Colorado
$279K – – –
QHA
537
Quarry Hill Advisors
Minnesota
$278K +$444 +18 +0.2%
CS
538
Crescent Sterling
Louisiana
$278K -$20.4K -825 -7%
CA
539
Cambridge Advisors
Nebraska
$278K -$6.37K -258 -2%
OCPWS
540
One Charles Private Wealth Services
Massachusetts
$277K -$43.6K -1,767 -14%
SB
541
Strategic Blueprint
Georgia
$276K +$276K +11,196 New
EAM
542
Evanson Asset Management
California
$276K – – –
EB
543
Emprise Bank
Kansas
$276K – – –
CD
544
Chapin Davis
Maryland
$274K – – –
PA
545
PFG Advisors
Arizona
$273K +$38.5K +1,560 +16%
CA
546
Continuum Advisory
Idaho
$271K -$30.5K -1,236 -10%
Empower Advisory Group
547
Empower Advisory Group
Colorado
$270K -$18.2K -735 -6%
CCM
548
Coldstream Capital Management
Washington
$269K +$269K +10,893 New
LC
549
Landaas & Company
Wisconsin
$268K – – –
PCA
550
Prosperity Capital Advisors
Ohio
$264K -$203K -8,232 -43%
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