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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 %
WPA
626
West Paces Advisors
Georgia
$156K – – –
MTIC
627
Missouri Trust & Investment Company
Missouri
$144K -$13K -525 -8%
HBW
628
Hazlett, Burt & Watson
West Virginia
$140K – – –
RF
629
Robbins Farley
New Hampshire
$139K – – –
AIA
630
Arcadia Investment Advisors
Idaho
$131K – – –
BGAI
631
Bruce G. Allen Investments
Colorado
$130K – – –
NP
632
NorthRock Partners
Minnesota
$126K – – –
MIA
633
MeadowBrook Investment Advisors
Michigan
$125K – – –
CFB
634
Cullen/Frost Bankers
Texas
$118K – – –
FHA
635
First Horizon Advisors
Tennessee
$114K -$48.5K -1,962 -30%
CIAS
636
Capital Investment Advisory Services
North Carolina
$110K +$667 +27 +0.6%
ATPW
637
Ashton Thomas Private Wealth
Arizona
$109K +$109K +4,431 New
SRCM
638
Signature Resources Capital Management
California
$109K -$2.15K -87 -2%
PB
639
Pinnacle Bancorp
Nebraska
$107K – – –
RCM
640
Raleigh Capital Management
North Carolina
$106K – – –
TCM
641
TD Capital Management
Tennessee
$106K – – –
SA
642
SRH Advisors
Kansas
$102K – – –
BlackRock
643
BlackRock
New York
$102K +$2.45K +99 +2%
HDIM
644
Hanson & Doremus Investment Management
Vermont
$93K -$9.92K -402 -10%
CNBTD
645
Citizens National Bank Trust Department
Mississippi
$88.9K – – –
BTI
646
Blue Trust Inc
Georgia
$87.2K +$29.8K +1,176 +52%
EK
647
Evensky & Katz
Florida
$87K – – –
HR
648
Howe & Rusling
New York
$82.5K – – –
APC
649
Aspire Private Capital
North Carolina
$82.4K – – –
FCA
650
FinTrust Capital Advisors
South Carolina
$76K -$12K -486 -14%
24 25
26
27 28