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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 %
EWA
726
EverSource Wealth Advisors
Alabama
$6.02K – – –
ACA
727
American Capital Advisory
Idaho
$5.82K – – –
BFPW
728
BOK Financial Private Wealth
Colorado
$5.74K -$969 -39 -14%
HFA
729
Hershey Financial Advisers
Pennsylvania
$5.7K +$5.7K +231 New
HIA
730
Harbor Investment Advisory
Maryland
$5.56K – – –
NMG
731
New Millennium Group
Utah
$5.19K +$5.19K +210 New
SC
732
SouthState Corp
Florida
$4.96K – – –
AAP
733
Arax Advisory Partners
Colorado
$4.73K – – –
BAM
734
Bellevue Asset Management
Washington
$3.78K – – –
PWMG
735
Private Wealth Management Group
New Jersey
$3.33K – – –
CMA
736
Cedar Mountain Advisors
Oregon
$2.82K – – –
RWPA
737
Richard W. Paul & Associates
Michigan
$2.67K – – –
AIA
738
Armor Investment Advisors
North Carolina
$2.45K – – –
RA
739
Rise Advisors
New York
$2.27K – – –
AWM
740
Abound Wealth Management
Tennessee
$2.15K – – –
CCMW
741
Cypress Capital Management (Wyoming)
Wyoming
$2.01K -$596 -24 -23%
TAM
742
Tucker Asset Management
Colorado
$1.33K +$1.33K +54 New
CP
743
Castleview Partners
Texas
$1.19K – – –
SFC
744
Strategic Financial Concepts
Texas
$1.17K +$1.17K +270,846 New
CMP
745
Coston McIsaac & Partners
Maine
$1K – – –
VAG
746
VisionPoint Advisory Group
Texas
$963 – – –
WWM
747
Wolff Wiese Magana
California
$741 – – –
IF
748
Integrity Financial
Wyoming
$444 – – –
GGI
749
Godsey & Gibb Inc
Virginia
$371 – – –
NC
750
NewSquare Capital
Pennsylvania
$307 – – –
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30
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