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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 %
WMWM
126
Whitaker-Myers Wealth Managers
Ohio
$5.93M +$5.4M +218,535 +1,010%
RWM
127
RKL Wealth Management
Pennsylvania
$5.9M -$301K -12,201 -5%
IWC
128
Integrated Wealth Concepts
Massachusetts
$5.62M -$2.79M -112,899 -33%
OCM
129
One Capital Management
California
$5.61M -$266K -10,782 -5%
SFA
130
Sequoia Financial Advisors
Ohio
$5.57M -$818K -33,144 -13%
VWA
131
Visionary Wealth Advisors
Illinois
$5.56M -$295K -11,940 -5%
IFS
132
Ifrah Financial Services
Arkansas
$5.49M -$59.6K -2,412 -1%
PFWA
133
Paces Ferry Wealth Advisors
Georgia
$5.42M -$116K -4,710 -2%
PSCM
134
Per Stirling Capital Management
Texas
$5.4M +$217K +8,802 +4%
SF
135
Safeguard Financial
Wisconsin
$5.36M +$729K +29,517 +16%
CI
136
Conning Inc
Connecticut
$5.33M +$3.32M +134,250 +165%
RL
137
Retireful LLC
Michigan
$5.31M +$5.31M +214,956 New
LTL
138
Lowery Thomas LLC
California
$5.23M +$97.7K +3,957 +2%
MMHP
139
Murphy Middleton Hinkle & Parker
Georgia
$5.17M +$366K +14,805 +8%
GWS
140
Glassman Wealth Services
Virginia
$5.15M -$92K -3,726 -2%
CAG
141
Curtis Advisory Group
California
$5.06M -$27.8K -1,125 -0.5%
DB
142
Dravo Bay
Delaware
$5.04M +$214K +8,685 +4%
WA
143
Waverly Advisors
Alabama
$4.96M +$188K +7,620 +4%
GPFA
144
Game Plan Financial Advisors
Ohio
$4.91M +$147K +5,964 +3%
SF
145
Summit Financial
New Jersey
$4.86M +$3.63M +145,950 +295%
WRPWM
146
Werba Rubin Papier Wealth Management
California
$4.79M -$4.67K -189 -0.1%
NDSI
147
Newman Dignan & Sheerar Inc
Rhode Island
$4.72M -$428K -17,322 -8%
PFA
148
Petra Financial Advisors
Colorado
$4.68M +$145K +5,862 +3%
VC
149
Veery Capital
Delaware
$4.67M +$1.32M +53,424 +39%
RDIA
150
RE Dickinson Investment Advisors
Iowa
$4.52M +$342K +13,818 +8%
4 5
6
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