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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
+$47.7M
3
SEI Investments
SEI Investments
Pennsylvania
+$41M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$28.3M
5
BHB
Bank Hapoalim BM
Israel
+$12.4M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$25.6M
2
AWM
Apollon Wealth Management
South Carolina
-$18.8M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$12.7M
4
Osaic Holdings
Osaic Holdings
Arizona
-$8.76M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$6.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAWM
176
Capital Advisors Wealth Management
Washington
$3.32M +$17.9K +726 +0.5%
GWA
177
GGM Wealth Advisors
Maryland
$3.3M -$61.6K -2,481 -2%
LIA
178
LifePlan Investment Advisors
North Carolina
$3.27M +$112K +4,539 +4%
ATWA
179
Arbor Trust Wealth Advisors
Michigan
$3.23M -$369K -14,841 -10%
SWA
180
Stratos Wealth Advisors
Ohio
$3.22M -$312K -12,627 -9%
SCM
181
Steele Capital Management
Iowa
$3.19M -$108K -4,350 -3%
CIS
182
Custom Index Systems
New York
$3.15M +$315K +12,744 +11%
CPRC
183
Consolidated Portfolio Review Corp
New York
$3.14M +$148K +6,000 +5%
EWA
184
EP Wealth Advisors
California
$3.13M +$139K +5,634 +5%
Fidelity Investments
185
Fidelity Investments
Massachusetts
$3.11M +$118K +4,785 +4%
AWG
186
Altus Wealth Group
Colorado
$3.1M +$144K +5,823 +5%
BSW
187
Buckingham Strategic Wealth
Missouri
$3.05M -$211K -8,526 -6%
BOPW
188
Brandywine Oak Private Wealth
Pennsylvania
$3.01M – – –
AA
189
Apriem Advisors
California
$3M -$1.48K -60 -0%
DP
190
DDD Partners
Washington
$2.96M -$1.58M -64,002 -35%
GFWA
191
Grey Fox Wealth Advisors
Delaware
$2.94M -$62.1K -2,499 -2%
Truist Financial
192
Truist Financial
North Carolina
$2.93M -$50.1K -2,028 -2%
CCG
193
Coastwise Capital Group
California
$2.91M +$92.3K +3,738 +3%
NSAM
194
North Star Asset Management
Wisconsin
$2.9M -$1.93K -78 -0.1%
RJA
195
Raymond James & Associates
Florida
$2.86M -$43.7K -1,770 -2%
CAG
196
Compass Advisory Group
New York
$2.79M -$55.9K -2,250 -2%
WIA
197
Westbourne Investment Advisors
Maryland
$2.79M +$271K +10,971 +11%
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$2.74M -$256K -10,386 -9%
SF
199
Schaeffer Financial
Maryland
$2.69M -$29.4K -1,191 -1%
GRP
200
Global Retirement Partners
California
$2.67M -$360K -14,568 -12%
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