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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 %
BCM
201
Barden Capital Management
Texas
$2.65M +$79.3K +3,213 +3%
KAS
202
KPP Advisory Services
Kentucky
$2.61M +$243K +9,831 +10%
CSPIA
203
Cary Street Partners Investment Advisory
Virginia
$2.6M -$31.7K -1,284 -1%
WIC
204
Woodmont Investment Counsel
Tennessee
$2.57M – – –
CWM
205
Cedar Wealth Management
California
$2.57M +$621K +25,149 +32%
HPFG
206
Hart & Patterson Financial Group
Massachusetts
$2.49M +$325K +13,173 +15%
HIF
207
Hill Island Financial
Michigan
$2.43M -$95.5K -3,867 -4%
RIA
208
Regal Investment Advisors
Michigan
$2.42M +$54.8K +2,220 +2%
WF
209
Warner Financial
Maryland
$2.41M +$106K +4,299 +5%
VFIC
210
Valley Forge Investment Consultants
Pennsylvania
$2.41M -$198K -8,007 -8%
ADL
211
Asset Dedication LLC
California
$2.39M +$11.6K +471 +0.5%
SCA
212
Stonebridge Capital Advisors
Minnesota
$2.39M -$2.09M -84,795 -47%
SWP
213
Stratos Wealth Partners
Ohio
$2.35M +$13.9K +561 +0.6%
BWM
214
Brown Wealth Management
Illinois
$2.34M +$16.4K +666 +0.7%
BFM
215
Broadview Financial Management
Wisconsin
$2.33M -$36K -1,458 -2%
FA
216
Fagan Associates
New York
$2.32M +$17.6K +714 +0.8%
Janney Montgomery Scott
217
Janney Montgomery Scott
Pennsylvania
$2.32M +$39.8K +1,611 +2%
FWM
218
Fortress Wealth Management
California
$2.32M +$3.04K +123 +0.1%
IWM
219
IHT Wealth Management
Illinois
$2.3M -$874K -35,385 -28%
Tudor Investment Corp
220
Tudor Investment Corp
Connecticut
$2.25M +$2.25M +91,254 New
Susquehanna International Group
221
Susquehanna International Group
Pennsylvania
$2.25M -$3.65M -147,861 -62%
SWM
222
Sculati Wealth Management
Michigan
$2.24M -$2.38M -96,576 -52%
ACG
223
Allen Capital Group
Nebraska
$2.23M +$199K +8,079 +10%
BFG
224
Berger Financial Group
Minnesota
$2.2M -$67K -2,712 -3%
AFS
225
Annapolis Financial Services
Maryland
$2.2M – – –
7 8
9
10 11