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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 %
FFA
751
Founders Financial Alliance
North Carolina
$296 – – –
MFA
752
Morling Financial Advisors
California
$266 -$26.9K -1,215 -99%
SWA
753
SOA Wealth Advisors
New York
$119 – – –
OLVIG
754
Oliver Lagore Vanvalin Investment Group
Michigan
$76 – – –
IHWM
755
Iron Horse Wealth Management
Iowa
$74 – – –
CPG
756
Cornerstone Planning Group
New Jersey
$74 +$37 +3 +100%
TWP
757
Triad Wealth Partners
Kansas
$37 – – –
GAA
758
Global Assets Advisory
Florida
– -$586K -132,834 Closed
PI
759
PFG Investments
New York
– -$3.06M -120,978 Closed
BWM
760
BCS Wealth Management
Tennessee
– -$2.15M -85,029 Closed
EF
761
Empowered Funds
Pennsylvania
– -$1.56M -61,665 Closed
Jane Street
762
Jane Street
New York
– -$1.5M -59,067 Closed
CBFP
763
Cedar Brook Financial Partners
Ohio
– -$829K -32,745 Closed
NL
764
NWAM LLC
Washington
– -$759K -30,003 Closed
LNC
765
Lincoln National Corp
Pennsylvania
– -$487K -19,245 Closed
YIH
766
Y-Intercept (HK)
Hong Kong
– -$475K -18,759 Closed
RCM
767
Radnor Capital Management
Pennsylvania
– -$461K -18,210 Closed
PAMG
768
Patton Albertson Miller Group
Tennessee
– -$460K -18,177 Closed
Prudential Financial
769
Prudential Financial
New Jersey
– -$436K -17,199 Closed
I
770
INVST
Indiana
– -$381K -15,141 Closed
PWM
771
Penobscot Wealth Management
Maine
– -$346K -13,668 Closed
CA
772
Claro Advisors
Massachusetts
– -$306K -12,087 Closed
PWA
773
Physician Wealth Advisors
Utah
– -$272K -11,355 Closed
EFN
774
Equita Financial Network
Pennsylvania
– -$246K -9,711 Closed
SIG
775
Stonegate Investment Group
Alabama
– -$233K -9,210 Closed
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