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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 %
SIS
576
Strategic Investment Solutions
Illinois
$236K +$236K +10,743 New
GI
577
GS Investments
Minnesota
$234K -$19.2K -777 -8%
MWM
578
Mission Wealth Management
California
$234K -$136K -5,517 -37%
USCWA
579
U.S. Capital Wealth Advisors
Texas
$234K -$26.2K -1,059 -10%
CFS
580
CRA Financial Services
New Jersey
$234K -$36.7K -1,488 -14%
PVI
581
Pine Valley Investments
New Jersey
$232K -$7.07K -285 -3%
LIA
582
Lynx Investment Advisory
District of Columbia
$229K +$229K +9,282 New
FVIM
583
Fort Vancouver Investment Management
Washington
$224K +$224K +9,087 New
TFA
584
Teamwork Financial Advisors
Texas
$224K -$57.6K -2,331 -20%
AC
585
Apella Capital
Connecticut
$223K – – –
FCM
586
Firestone Capital Management
Florida
$221K – – –
AFP
587
Ausdal Financial Partners
Iowa
$221K -$29.9K -1,212 -12%
AssetMark Inc
588
AssetMark Inc
California
$221K -$119K -4,803 -35%
SNBOSD
589
Security National Bank of So Dak
Iowa
$219K – – –
JWA
590
JFS Wealth Advisors
Pennsylvania
$219K +$7.63K +309 +4%
WI
591
Wintrust Investments
Illinois
$218K – – –
GI
592
GAMMA Investing
California
$217K +$150K +6,090 +227%
PWM
593
PBMares Wealth Management
Virginia
$215K – – –
SIC
594
Salem Investment Counselors
North Carolina
$214K – – –
KPWG
595
KFA Private Wealth Group
Virginia
$214K -$26.3K -1,065 -11%
FRA
596
Front Row Advisors
California
$212K +$25K +1,005 +13%
LWL
597
Leo Wealth LLC
Texas
$211K +$211K +8,598 New
AWM
598
Aprio Wealth Management
Georgia
$211K +$211K +8,547 New
RSWA
599
Robinson Smith Wealth Advisors
Maine
$210K – – –
MC
600
Matisse Capital
Oregon
$210K -$2.44K -99 -1%
22 23
24
25 26