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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

681 hedge funds and large institutions have $6.77B invested in Schwab US Large-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 238 increasing their positions, 265 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
-6
Holders Change %
-0.87%
% of All Funds
10.74%
Holding in Top 10
60
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-15.49%
% of All Funds
0.95%
New
50
Increased
238
Reduced
265
Closed
46
Calls
$986K
Puts
$282K
Net Calls
+$704K
Net Calls Change
+$272K

Top Buyers

1
MG
1
Mather Group
Illinois
$618M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$237M
3
SEI Investments
3
SEI Investments
Pennsylvania
$562M
4
BCIM
4
Bishop & Co Investment Management
Pennsylvania
$18.8M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$19.5M

Top Sellers

1
MMEA
1
Main Management ETF Advisors
California
$0
2
FMP
2
Financial Management Professionals
Texas
$119K
3
MM
3
Main Management
California
$0
4
SA
4
Scarborough Advisors
Maryland
$0
5
NFG
5
Nadler Financial Group
Illinois
$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
226
Simplicity Solutions
Minnesota
$1.81M +$150K +6,708 +9%
BFG
227
Bleakley Financial Group
New Jersey
$1.81M +$150K +6,708 +9%
CSWM
228
Cassady Schiller Wealth Management
Ohio
$1.8M -$29.8K -1,332 -2%
Bank of New York Mellon
229
Bank of New York Mellon
New York
$1.8M +$1.51M +67,434 +521%
WSTAM
230
Wilbanks Smith & Thomas Asset Management
Virginia
$1.79M -$359K -16,065 -17%
Baird Financial Group
231
Baird Financial Group
Wisconsin
$1.78M +$37.6K +1,680 +2%
FAIM
232
Financial Advocates Investment Management
Washington
$1.77M -$177K -7,923 -9%
ACI
233
Alpha Cubed Investments
California
$1.76M -$14.8K -663 -0.8%
JGCM
234
Joseph Group Capital Management
Ohio
$1.75M -$156K -6,954 -8%
BWM
235
BerganKDV Wealth Management
Minnesota
$1.74M -$5.03K -225 -0.3%
WIA
236
Westbourne Investment Advisors
Maryland
$1.74M +$26K +1,164 +2%
JFG
237
JMG Financial Group
Illinois
$1.72M +$149K +6,681 +10%
JWCA
238
J.W. Cole Advisors
Florida
$1.68M +$1.95K +87 +0.1%
NSG
239
Nalls Sherbakoff Group
Tennessee
$1.67M +$12.7K +603 +0.8%
CM
240
Columbus Macro
Pennsylvania
$1.65M -$46.6K -2,085 -3%
GB
241
Gunma Bank
Japan
$1.61M – – –
FSG
242
Financial Strategies Group
Michigan
$1.6M -$99K -4,428 -6%
Fidelity Investments
243
Fidelity Investments
Massachusetts
$1.6M -$113K -5,046 -7%
BFA
244
Beaumont Financial Advisors
Massachusetts
$1.58M -$304K -13,590 -16%
PAG
245
Private Advisor Group
New Jersey
$1.56M +$207K +9,120 +15%
SWP
246
Stratos Wealth Partners
Ohio
$1.56M +$33.5K +1,500 +2%
CWM
247
Cedar Wealth Management
California
$1.55M +$70.6K +3,159 +5%
AGC
248
Aspen Grove Capital
Colorado
$1.55M +$1.55M +69,264 New
FOA
249
Five Oceans Advisors
California
$1.53M +$11.7K +525 +0.8%
JC
250
Jentner Corp
Ohio
$1.52M -$25.7K -1,149 -2%
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10
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