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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 %
SWIG
601
Strategic Wealth Investment Group
Kentucky
$210K +$210K +8,529 New
BWM
602
Brickley Wealth Management
California
$207K +$1.04K +42 +0.5%
NCFG
603
New Century Financial Group
New Jersey
$207K +$207K +8,379 New
OAM
604
Oppenheimer Asset Management
New York
$206K +$206K +8,328 New
ZIC
605
ZWJ Investment Counsel
Georgia
$205K – – –
BRIA
606
Balanced Rock Investment Advisors
Massachusetts
$205K -$101K -4,089 -33%
LFS
607
Lutz Financial Services
Nebraska
$204K – – –
EL
608
Essex LLC
Illinois
$204K – – –
FWM
609
Focused Wealth Management
New York
$204K -$3.7K -150 -2%
HI
610
Harbour Investments
Wisconsin
$203K -$2.15K -87 -1%
LEFP
611
Leading Edge Financial Planning
Tennessee
$202K -$10.7K -432 -5%
AIM
612
Anchor Investment Management
South Carolina
$201K +$7.78K +315 +4%
PAS
613
Park Avenue Securities
New York
$201K -$1.07M -43,446 -84%
WHCFA
614
William Howard & Co Financial Advisors
Tennessee
$201K – – –
SFG
615
Synergy Financial Group
California
$200K -$2.52K -102 -1%
AG
616
Advocate Group
Minnesota
$200K – – –
AC
617
AlphaCore Capital
California
$197K +$20.6K +828 +12%
CF
618
Centaurus Financial
California
$191K +$10.4K +420 +6%
CAL
619
Capital Analysts LLC
Pennsylvania
$186K +$96.9K +3,927 +109%
CCM
620
Cutler Capital Management
Massachusetts
$180K -$39.3K -1,593 -18%
Qube Research & Technologies (QRT)
621
Qube Research & Technologies (QRT)
United Kingdom
$178K -$50.3K -2,037 -22%
PCMC
622
Planning Capital Management Corporation
Pennsylvania
$174K – – –
GA
623
GoalVest Advisory
New York
$170K – – –
CFGS
624
Concourse Financial Group Securities
Alabama
$159K -$128K -5,154 -45%
CCM
625
Chilton Capital Management
Texas
$158K – – –
23 24
25
26 27