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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 %
LC
76
LCNB Corp
Ohio
$11.8M +$447K +18,105 +4%
KNFPWM
77
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$11.6M +$1.3M +52,659 +13%
BWL
78
Bogart Wealth LLC
Virginia
$10.8M +$615K +24,900 +6%
CWM
79
Congress Wealth Management
Massachusetts
$10.8M -$3.11K -126 -0%
UWM
80
USAdvisors Wealth Management
Minnesota
$10.7M -$2.23M -66,234 -17%
RGF
81
Retirement Guys Formula
Ohio
$10.6M +$67.8K +2,745 +0.6%
EWM
82
Empirical Wealth Management
Washington
$10.3M -$248K -10,023 -2%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$10M -$6.13M -248,205 -38%
US Bancorp
84
US Bancorp
Minnesota
$9.47M -$934K -37,842 -9%
GCP
85
Gill Capital Partners
Colorado
$9.28M +$226K +9,153 +2%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$9.19M -$1.11M -44,796 -11%
ACA
87
Ackerman Capital Advisors
Texas
$9.01M +$957K +38,751 +12%
JJBC
88
James J. Burns & Company
New York
$8.8M +$2.51M +101,817 +40%
EE
89
EWG Elevate
California
$8.76M -$66.4K -2,688 -0.8%
ISWM
90
Independent Solutions Wealth Management
New York
$8.73M +$37.1K +1,503 +0.4%
WPIC
91
White Pine Investment Company
Michigan
$8.56M +$162K +6,561 +2%
TWP
92
Total Wealth Planning
Ohio
$8.43M -$524K -20,367 -6%
HG
93
Harbor Group
New Hampshire
$8.41M -$176K -7,119 -2%
SS
94
Sunbelt Securities
Texas
$8.28M +$599K +24,240 +8%
WP
95
WealthShield Partners
North Carolina
$8.15M -$230K -9,243 -3%
WAM
96
Weinberger Asset Management
California
$8.12M -$251K -10,170 -3%
CP
97
Capital Planning
Washington
$8.03M -$155K -6,234 -2%
Focus Partners Wealth
98
Focus Partners Wealth
Massachusetts
$8M +$4.05M +164,127 +103%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$7.96M +$43.1K +1,746 +0.5%
MBI
100
May Barnhard Investments
Maryland
$7.91M -$960K -38,880 -11%
2 3
4
5 6