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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 %
WT
651
Washington Trust
Rhode Island
$74.8K +$72.2K +2,925 +2,786%
MHR
652
Matthew Hamilton Rosenberg
$73.7K – – –
SAM
653
Smartleaf Asset Management
Massachusetts
$70.7K +$24.7K +1,002 +54%
KA
654
Kozak & Associates
Colorado
$69K +$444 +18 +0.6%
AA
655
Ancora Advisors
Ohio
$68.4K – – –
JFA
656
JNBA Financial Advisors
Minnesota
$67.5K – – –
EWM
657
EPG Wealth Management
Georgia
$67.1K -$68.8K -2,715 Closed
BWP
658
Baldwin Wealth Partners
Massachusetts
$66.2K +$4.82K +195 +8%
HF
659
Halpern Financial
Virginia
$64.5K -$4.45K -180 -6%
RDFA
660
Ritter Daniher Financial Advisory
Ohio
$57.5K +$28.4K +1,152 +98%
HFS
661
Horizon Financial Services
North Carolina
$55.4K – – –
CCP
662
Clarkston Capital Partners
Michigan
$54.5K – – –
Citigroup
663
Citigroup
New York
$51.2K -$15.2K -615 -23%
PFM
664
Phillips Financial Management
Indiana
$50.4K – – –
GI
665
Gradient Investments
Minnesota
$50.1K -$74 -3 -0.1%
FMII
666
Farmers & Merchants Investments Inc
Nebraska
$49.5K +$49.5K +2,004 New
BCMLT
667
Beacon Capital Management LLC (Tennessee)
Tennessee
$44K – – –
VNA
668
Valley National Advisers
Pennsylvania
$44K +$25.6K +1,041 +139%
MSS
669
Mitchell Sinkler & Starr
Pennsylvania
$42.9K +$4.6K +180 +12%
FFO
670
Fortitude Family Office
Arizona
$40K – – –
RI
671
Ridgewood Investments
New Jersey
$38.8K +$38.8K +1,572 New
KFI
672
Key Financial Inc
Pennsylvania
$38.7K – – –
GT
673
Glenmede Trust
Pennsylvania
$38.5K +$38.5K +1,560 New
BFP
674
Briaud Financial Planning
Texas
$38K – – –
BCM
675
Blume Capital Management
California
$37K – – –
25 26
27
28 29