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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.

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 %
HSA
101
HBK Sorce Advisory
Pennsylvania
$7.75M -$177K -7,188 -2%
OWM
102
Opes Wealth Management
California
$7.67M +$10.1K +408 +0.1%
FPAS
103
Focus Partners Advisor Solutions
Missouri
$7.64M -$1.17M -47,229 -13%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$7.33M +$737K +29,850 +11%
IWA
105
IVC Wealth Advisors
Pennsylvania
$7.29M -$443K -17,937 -6%
RWP
106
RWA Wealth Partners
Massachusetts
$7.22M +$102K +4,146 +1%
SPI
107
Santori & Peters Inc
Pennsylvania
$7.06M -$26.9K -1,089 -0.4%
RJFSA
108
Raymond James Financial Services Advisors
Florida
$7.01M +$3.24M +131,283 +86%
CKAIS
109
Christensen King & Associates Investment Services
Washington
$6.99M +$52.5K +2,127 +0.8%
BCIM
110
Bishop & Co Investment Management
Pennsylvania
$6.97M +$552K +22,362 +9%
PP
111
PrairieView Partners
Minnesota
$6.93M -$305K -12,336 -4%
MFG
112
MidWestOne Financial Group
Iowa
$6.9M +$914K +37,023 +15%
BAMG
113
Brand Asset Management Group
Missouri
$6.8M +$40.9K +1,656 +0.6%
CMP
114
Courage Miller Partners
Virginia
$6.59M – – –
OPS
115
Orion Portfolio Solutions
Nebraska
$6.44M -$191K -7,716 -3%
BCI
116
Brinker Capital Investments
Pennsylvania
$6.44M -$191K -7,716 -3%
EWA
117
Exencial Wealth Advisors
Oklahoma
$6.43M +$323K +13,074 +5%
FFA
118
Florida Financial Advisors
Florida
$6.33M +$17.5K +708 +0.3%
SKK
119
Shepherd Kaplan Krochuk
Massachusetts
$6.31M +$223K +9,042 +4%
GIA
120
Gladstone Institutional Advisory
Florida
$6.28M -$219K -8,874 -3%
TWM
121
Thrive Wealth Management
Pennsylvania
$6.23M -$18.3K -741 -0.3%
PMG
122
ProVise Management Group
Florida
$6.19M -$3.03M -122,643 -33%
DPI
123
Diversified Portfolios Inc
Michigan
$6.1M +$165K +6,666 +3%
BAM
124
Berkshire Asset Management
Pennsylvania
$5.99M +$40.2K +1,626 +0.7%
CAM
125
Cresset Asset Management
Illinois
$5.99M -$101K -4,056 -2%
3 4
5
6 7