SCHV icon

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 %
SWM
151
SeaCrest Wealth Management
New York
$4.44M +$193K +7,821 +5%
ECG
152
Edge Capital Group
Georgia
$4.42M -$47K -1,902 -1%
CFA
153
Cahill Financial Advisors
Minnesota
$4.26M -$21.7K -879 -0.5%
ACA
154
Affinity Capital Advisors
California
$4.17M -$14.7K -597 -0.4%
TC
155
TownSquare Capital
Utah
$4.16M +$226K +9,162 +6%
VBWMG
156
Von Berge Wealth Management Group
California
$4.14M +$23.4K +951 +0.6%
HWM
157
HB Wealth Management
Georgia
$4.12M -$588K -23,832 -13%
LFP
158
Leeward Financial Partners
Washington
$4.04M -$662K -26,826 -14%
EFG
159
Embree Financial Group
Illinois
$4.03M +$60.7K +2,460 +2%
DWM
160
Dakota Wealth Management
Florida
$4.03M +$701K +28,242 +21%
FVWA
161
Foster Victor Wealth Advisors
South Carolina
$4.02M -$19.2K -747 -0.5%
SDWMA
162
Schneider Downs Wealth Management Advisors
Pennsylvania
$4M -$344K -13,929 -8%
Pathstone Holdings
163
Pathstone Holdings
New Jersey
$3.98M +$299K +12,108 +8%
AFTS
164
American Financial & Tax Strategies
New York
$3.91M +$2.52K +102 +0.1%
NFG
165
Nadler Financial Group
Illinois
$3.87M -$138K -5,595 -3%
WA
166
Waterford Advisors
New York
$3.78M +$19.3K +780 +0.5%
GB
167
Gunma Bank
Japan
$3.7M -$3.7M -150,000 -50%
BBPWM
168
Blue Bell Private Wealth Management
Pennsylvania
$3.67M -$45.3K -1,836 -1%
ZRP
169
Zynergy Retirement Planning
New Jersey
$3.62M +$3.62M +146,532 New
WCA
170
Waypoint Capital Advisors
Minnesota
$3.6M -$1.06M -43,074 -23%
EFG
171
Everhart Financial Group
Ohio
$3.55M +$61.3K +2,484 +2%
MSFS
172
Main Street Financial Solutions
Pennsylvania
$3.46M +$177K +7,176 +5%
DAS
173
Dynamic Advisor Solutions
Arizona
$3.44M +$93.8K +3,798 +3%
LIM
174
Leavell Investment Management
Alabama
$3.36M -$79.6K -3,204 -2%
RIA
175
Retirement Investment Advisors
Oklahoma
$3.33M +$3.33M +134,853 New
5 6
7
8 9