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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 %
VWM
701
Venturi Wealth Management
Texas
$13.8K +$13.8K +558 New
EL
702
EMFO LLC
Florida
$13.7K – – –
TSWM
703
Tyler-Stone Wealth Management
Ohio
$13.2K – – –
SC
704
Stephens Consulting
Michigan
$13.2K +$1.33K +54 +11%
SSB
705
Sandy Spring Bank
Maryland
$13.1K -$31.5K -1,275 -71%
MRCM
706
M&R Capital Management
New Jersey
$12.5K – – –
TIM
707
Thompson Investment Management
Wisconsin
$12.2K – – –
JFG
708
JDM Financial Group
Texas
$11.9K – – –
SFC
709
SYM Financial Corp
Indiana
$11.8K +$11.8K +477 New
EWM
710
Evermay Wealth Management
Virginia
$11.2K – – –
AA
711
AlphaMark Advisors
Kentucky
$11K – – –
Bessemer Group
712
Bessemer Group
New Jersey
$11K – – –
AIC
713
Archer Investment Corporation
Indiana
$10.1K – – –
CWA
714
Carolina Wealth Advisors
South Carolina
$9.7K +$444 +18 +5%
WOC
715
West Oak Capital
California
$9.63K +$9.63K +390 New
PTC
716
Private Trust Company
Ohio
$9.56K +$1.63K +66 +21%
TCA
717
Trifecta Capital Advisors
Illinois
$9.26K – – –
MBFW
718
Morton Brown Family Wealth
Pennsylvania
$9.05K – – –
GFPC
719
Global Financial Private Client
Florida
$8.22K – – –
LWANC
720
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.41K – – –
AWM
721
Aberdeen Wealth Management
Illinois
$7.41K – – –
PPC
722
Park Place Capital
Alabama
$6.96K -$18.6K -753 -73%
TRCT
723
Tower Research Capital (TRC)
New York
$6.74K -$133K -5,397 -95%
NRG
724
Nemes Rush Group
Michigan
$6.59K -$6.45K -261 -49%
LI
725
LRI Investments
Florida
$6.45K – – –
27 28
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