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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 Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.39B 18,645,053 -344,063 -2%
SEI Investments
2
SEI Investments
Pennsylvania
$852M 11,499,907 +553,600 +5%
MG
3
Mather Group
Illinois
$846M 11,127,954 +628,056 +6%
Osaic Holdings
4
Osaic Holdings
Arizona
$330M 4,457,686 -118,235 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$298M 4,023,662 +382,380 +11%
APP
6
Avantax Planning Partners
Iowa
$298M 4,020,474 -77,040 -2%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$191M 2,582,373 -171,161 -6%
Mariner
8
Mariner
Kansas
$181M 2,447,084 +47,471 +2%
Betterment LLC
9
Betterment LLC
New York
$122M 1,650,491 -51,321 -3%
GAM
10
Gemmer Asset Management
California
$99.1M 1,337,883 +51,758 +4%
SC
11
Savant Capital
Illinois
$92.8M 1,252,068 -41,904 -3%
KF
12
Krilogy Financial
Missouri
$81.2M 1,095,918 -4,055 -0.4%
LPL Financial
13
LPL Financial
California
$80.4M 1,084,738 +4,493 +0.4%
MGIA
14
Moneta Group Investment Advisors
Missouri
$75.4M 1,018,008 +12,272 +1%
RRWA
15
Rainey & Randall Wealth Advisors
Florida
$67.6M 907,154 +13,753 +2%
FA
16
Financial Advisors
Massachusetts
$66.6M 899,034 +2,482 +0.3%
MAG
17
Mokosak Advisory Group
Iowa
$65.5M 884,548 +6,611 +0.8%
HighTower Advisors
18
HighTower Advisors
Illinois
$55.8M 753,335 +753,335 New
Morgan Stanley
19
Morgan Stanley
New York
$49.7M 671,408 +24,834 +4%
UCFA
20
United Capital Financial Advisors
Texas
$48M 647,285 -11,258 -2%
CI
21
CX Institutional
Indiana
$45.3M 611,661 +72,226 +13%
FCI
22
Financial Counselors Inc
Kansas
$44.1M 595,467 -13,039 -2%
UBS Group
23
UBS Group
Switzerland
$44M 593,329 -33,350 -5%
Bank of America
24
Bank of America
North Carolina
$42.6M 575,463 +23,057 +4%
OIA
25
OneDigital Investment Advisors
Kansas
$41.1M 554,866 -57,788 -9%
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