SCHV icon

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 %
FIA
551
Foundations Investment Advisors
Arizona
$264K -$52.7K -2,133 -17%
NFG
552
Nations Financial Group
Iowa
$264K -$115K -4,641 -30%
SFWC
553
Strategic Family Wealth Counselors
New Jersey
$263K – – –
OC
554
Oarsman Capital
Wisconsin
$263K +$60.6K +2,454 +30%
FA
555
FF Advisors
California
$261K +$261K +10,560 New
FFS
556
Founders Financial Securities
Maryland
$259K +$259K +10,470 New
APG
557
Abacus Planning Group
South Carolina
$258K – – –
MFC
558
Morris Financial Concepts
South Carolina
$257K -$96.2K -3,897 -27%
KBFS
559
Kohmann Bosshard Financial Services
Ohio
$256K -$9.19K -372 -3%
VCA
560
Verdence Capital Advisors
Maryland
$255K -$2.96K -120 -1%
CAM
561
Clark Asset Management
New Hampshire
$255K – – –
Bank of New York Mellon
562
Bank of New York Mellon
New York
$255K +$255K +10,314 New
IFPL
563
Investments & Financial Planning LLC
Kentucky
$252K -$1.85K -75 -0.7%
DFA
564
DHJJ Financial Advisors
Illinois
$249K -$6.07K -246 -2%
HWA
565
Hillcrest Wealth Advisors
New Jersey
$247K -$22.2K -900 -8%
CRC
566
Curi RMB Capital
Illinois
$247K -$1.41K -57 -0.6%
SC
567
Shearwater Capital
Colorado
$247K – – –
SIA
568
SeaBridge Investment Advisors
New Jersey
$244K – – –
FWM
569
Forza Wealth Management
Florida
$241K – – –
B
570
Bensler
Washington
$240K – – –
DWG
571
Darden Wealth Group
Michigan
$240K +$240K +9,708 New
PS
572
Principal Securities
Iowa
$238K -$4K -162 -2%
MFG
573
Merit Financial Group
Georgia
$237K -$37K -1,500 -14%
IWP
574
IAG Wealth Partners
Wisconsin
$236K -$10K -405 -4%
AIM
575
Aspen Investment Management
Michigan
$236K +$7.42K +300 +3%
21 22
23
24 25