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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 %
WMR
776
Wealth Management Resources
Rhode Island
– -$227K -8,967 Closed
MFG
777
Magnus Financial Group
New York
– -$212K -8,355 Closed
GLA
778
Good Life Advisors
Pennsylvania
– -$203K -7,995 Closed
DWM
779
Destination Wealth Management
California
– -$200K -7,911 Closed
HFBOT
780
Home Federal Bank of Tennessee
Tennessee
– -$200K -7,905 Closed
GM
781
GeoWealth Management
Illinois
– -$177K -6,993 Closed
FFWA
782
FRG Family Wealth Advisors
Washington
– -$166K -6,861 Closed
MAM
783
MMA Asset Management
Pennsylvania
– -$148K -5,844 Closed
AFWM
784
Abich Financial Wealth Management
Virginia
– -$139K -5,487 Closed
IPW
785
Impact Partnership Wealth
Georgia
– -$93.7K -3,699 Closed
FSWA
786
Financial Synergies Wealth Advisors
Texas
– -$83.8K -3,309 Closed
NMM
787
Naples Money Management
Florida
– -$67.9K -2,682 Closed
NIC
788
Northwest Investment Counselors
Oregon
– -$62.9K -2,484 Closed
MIM
789
MTM Investment Management
South Carolina
– -$56.6K -2,235 Closed
CA
790
CoreCap Advisors
Michigan
– -$51.1K -2,019 Closed
FFWM
791
Future Financial Wealth Management
Ohio
– -$38K -1,500 Closed
FPFS
792
First Personal Financial Services
North Carolina
– -$35.1K -1,386 Closed
VL
793
Vima LLC
Michigan
– -$21.7K -993 Closed
AWM
794
Atticus Wealth Management
Florida
– -$14.7K -579 Closed
CAM
795
Creekmur Asset Management
Illinois
– -$4.79K -189 Closed
LB
796
Legacy Bridge
Iowa
– -$3.8K -150 Closed
BNP Paribas Financial Markets
797
BNP Paribas Financial Markets
France
– -$3.5K -138 Closed
First Manhattan
798
First Manhattan
New York
– -$1.44K -57 Closed
PIP
799
Peachtree Investment Partners
Florida
– -$28 – –
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