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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
1
HighTower Advisors
Illinois
$55.8M
2
MG
2
Mather Group
Illinois
$846M
3
SEI Investments
3
SEI Investments
Pennsylvania
$852M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$298M
5
BHB
5
Bank Hapoalim BM
Israel
$12.4M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.39B
2
AWM
2
Apollon Wealth Management
South Carolina
$1.17M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$191M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$330M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
51
Tradition Wealth Management
Minnesota
$22.2M -$2.47M -99,828 -10%
KAS
52
Kestra Advisory Services
Texas
$21.2M +$8.56M +407,379 +68%
SFG
53
Sage Financial Group
Pennsylvania
$20.3M -$418K -16,941 -2%
Creative Planning
54
Creative Planning
Kansas
$20M -$368K -14,886 -2%
SAM
55
Summit Asset Management
Tennessee
$20M +$666K +26,961 +3%
Cerity Partners
56
Cerity Partners
New York
$20M -$319K -12,936 -2%
Envestnet Portfolio Solutions
57
Envestnet Portfolio Solutions
Illinois
$18.7M +$1.4M +56,799 +8%
NFW
58
Noble Family Wealth
Florida
$17.1M -$4.89K -198 -0%
DP
59
Denver PWM
Colorado
$16.8M +$848K +34,332 +5%
AIA
60
Ally Invest Advisors
North Carolina
$16.4M +$2.05M +82,971 +14%
SAMC
61
Spectrum Asset Management (California)
California
$16.1M -$71.2K -2,865 -0.4%
GC
62
Garde Capital
Washington
$16M -$753K -30,504 -5%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$15.2M -$891K -36,084 -6%
SFA
64
Seneca Financial Advisors
New York
$15.2M +$282K +11,430 +2%
CIA
65
Cape Investment Advisory
Georgia
$15M -$40.2K -1,626 -0.3%
MA
66
Mutual Advisors
Nebraska
$14.8M +$6.07K +237 +0%
MML Investors Services
67
MML Investors Services
Massachusetts
$14.3M -$50.8K -2,058 -0.4%
CWA
68
Cornerstone Wealth Advisors
Minnesota
$14.1M -$151K -6,129 -1%
PWM
69
Perigon Wealth Management
California
$13.5M +$135K +5,451 +1%
MWA
70
Martel Wealth Advisors
Washington
$13M -$155K -6,267 -1%
GSIS
71
Global Strategic Investment Solutions
Arizona
$13M -$1.26K -51 -0%
EFG
72
Ethos Financial Group
Pennsylvania
$13M +$380K +15,282 +3%
GB
73
Goepper Burkhardt
South Carolina
$12.8M -$217K -8,778 -2%
BHB
74
Bank Hapoalim BM
Israel
$12.4M +$12.4M +504,000 New
IAN
75
Integrated Advisors Network
Texas
$11.8M -$201K -8,154 -2%
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3
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