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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

755 hedge funds and large institutions have $7.64B invested in Schwab US Large-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 206 increasing their positions, 299 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+8
Holders Change %
+1.07%
% of All Funds
10.98%
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
206
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
$846M
3
SEI Investments
SEI Investments
Pennsylvania
$852M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$298M
5
BHB
Bank Hapoalim BM
Israel
$12.4M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.39B
2
AWM
Apollon Wealth Management
South Carolina
$1.17M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$191M
4
Osaic Holdings
Osaic Holdings
Arizona
$330M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
OW
676
Olistico Wealth
Oklahoma
$35.9K +$35.9K +1,452 New
NG
677
NWK Group
California
$35K – – –
VCM
678
Versant Capital Management
Arizona
$34.7K – – –
CFO
679
CVA Family Office
Colorado
$34K – – –
MWM
680
Mascoma Wealth Management
New Hampshire
$33K – – –
FCT
681
Family Capital Trust
Massachusetts
$32.1K – – –
MSFP
682
Mark Sheptoff Financial Planning
Connecticut
$31.5K – – –
WTC
683
WhitTier Trust Company
Nevada
$30.4K – – –
ME
684
McIlrath & Eck
Washington
$29.6K – – –
JHCP
685
Jackson Hole Capital Partners
Oklahoma
$28.9K -$2.22K -90 -7%
JFGIW
686
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28.8K -$27.1K -1,092 -49%
WOSD
687
WFA of San Diego
California
$27.4K +$27.4K +1,110 New
FPB
688
First PREMIER Bank
South Dakota
$26K – – –
GWANC
689
Guardian Wealth Advisors (North Carolina)
North Carolina
$25.8K -$53.9K -2,184 -68%
DI
690
DAGCO Inc
Ohio
$25.7K – – –
HCM
691
Hollencrest Capital Management
California
$24.6K – – –
OP
692
ORG Partners
Indiana
$22.4K +$22.4K +912 New
Jones Financial Companies
693
Jones Financial Companies
Missouri
$22K +$22K +891 New
MSG
694
Main Street Group
Virginia
$21.9K -$2.43K -99 -10%
DPW
695
DiNuzzo Private Wealth
Pennsylvania
$21.6K – – –
FMP
696
Financial Management Professionals
Texas
$21K -$5.51K -225 -21%
CPA
697
Clear Point Advisors
New York
$19.1K – – –
TCM
698
Tradewinds Capital Management
Washington
$16.3K – – –
CAS
699
Coppell Advisory Solutions
Texas
$15.2K +$15.2K +615 New
IGWM
700
ICA Group Wealth Management
Colorado
$14.4K -$316K -12,780 -96%
26 27
28
29 30