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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

687 hedge funds and large institutions have $6.68B invested in Schwab US Large-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 210 increasing their positions, 293 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
-7
Holders Change %
-1.01%
% of All Funds
11%
Holding in Top 10
71
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-18.39%
% of All Funds
1.14%
New
57
Increased
210
Reduced
293
Closed
45
Calls
$879K
Puts
$447K
Net Calls
+$432K
Net Calls Change
-$295K

Top Buyers

1
MG
Mather Group
Illinois
$563M
2
Lido Advisors
Lido Advisors
California
$23M
3
SEI Investments
SEI Investments
Pennsylvania
$522M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$204M
5
HighTower Advisors
HighTower Advisors
Illinois
$56.1M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
$281M
2
LPL Financial
LPL Financial
California
$70.6M
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.31B
4
FWP
FAS Wealth Partners
Kansas
$34.7M
5
WIA
World Investment Advisors
California
$821K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACG
226
Allen Capital Group
Nebraska
$1.86M +$1.86M +84,966 New
BFA
227
Beaumont Financial Advisors
Massachusetts
$1.85M -$103K -4,689 -5%
DSC
228
Duncker Streett & Co
Missouri
$1.84M -$27.6K -1,263 -1%
MWM
229
Merriman Wealth Management
Washington
$1.83M +$296K +13,560 +19%
CSWM
230
Cassady Schiller Wealth Management
Ohio
$1.79M +$18.2K +834 +1%
ACI
231
Alpha Cubed Investments
California
$1.74M -$57.5K -2,631 -3%
Corient Private Wealth
232
Corient Private Wealth
Florida
$1.71M +$415K +18,972 +32%
Baird Financial Group
233
Baird Financial Group
Wisconsin
$1.7M -$2.84M -130,110 -63%
BWM
234
BerganKDV Wealth Management
Minnesota
$1.7M -$10.6K -486 -0.6%
NSG
235
Nalls Sherbakoff Group
Tennessee
$1.7M +$1.7M +78,639 New
Fidelity Investments
236
Fidelity Investments
Massachusetts
$1.67M +$59.9K +2,739 +4%
WIA
237
Westbourne Investment Advisors
Maryland
$1.67M -$137K -6,273 -8%
FSG
238
Financial Strategies Group
Michigan
$1.66M +$68.2K +3,120 +4%
CM
239
Columbus Macro
Pennsylvania
$1.65M -$46.2K -2,115 -3%
JWCA
240
J.W. Cole Advisors
Florida
$1.64M +$138K +6,309 +9%
BFG
241
Bleakley Financial Group
New Jersey
$1.62M -$11.9K -546 -0.7%
SS
242
Simplicity Solutions
Minnesota
$1.62M +$1.62M +74,202 New
MOS
243
MGO One Seven
Ohio
$1.58M +$696K +31,854 +79%
GB
244
Gunma Bank
Japan
$1.57M – – –
LPIC
245
LeJeune Puetz Investment Counsel
Michigan
$1.57M – – –
JFG
246
JMG Financial Group
Illinois
$1.54M -$43.9K -2,007 -3%
KP
247
Keel Point
Alabama
$1.52M +$1.12K +51 +0.1%
DWM
248
Dakota Wealth Management
Florida
$1.52M +$301K +13,758 +25%
JC
249
Jentner Corp
Ohio
$1.51M -$97.3K -4,449 -6%
KM
250
Kalos Management
Georgia
$1.5M -$318K -14,544 -18%
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