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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

641 hedge funds and large institutions have $6.69B invested in Schwab US Large-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 238 increasing their positions, 255 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
-40
Holders Change %
-5.87%
% of All Funds
10.22%
Holding in Top 10
51
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15%
% of All Funds
0.81%
New
32
Increased
238
Reduced
255
Closed
61
Calls
$1.21M
Puts
–
Net Calls
+$1.21M
Net Calls Change
+$501K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$386M
2
Osaic Holdings
Osaic Holdings
Arizona
$445M
3
MG
Mather Group
Illinois
$636M
4
SEI Investments
SEI Investments
Pennsylvania
$569M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$246M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$48.5M
2
NQWM
Northwest Quadrant Wealth Management
Oregon
$0
3
BCIM
Bishop & Co Investment Management
Pennsylvania
$19.4K
4
Cerity Partners
Cerity Partners
New York
$1.02M
5
PA
Prism Advisors
California
$593K
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
226
Global Retirement Partners
California
$1.77M -$110K -5,217 -6%
JGCM
227
Joseph Group Capital Management
Ohio
$1.76M +$74.1K +3,447 +4%
MMA
228
Miracle Mile Advisors
California
$1.75M -$57K -2,652 -3%
WSTAM
229
Wilbanks Smith & Thomas Asset Management
Virginia
$1.73M +$9.28K +432 +0.5%
SS
230
Simplicity Solutions
Minnesota
$1.73M -$12.9K -600 -0.7%
BFG
231
Bleakley Financial Group
New Jersey
$1.73M -$12.9K -600 -0.7%
AF
232
Advisornet Financial
Minnesota
$1.72M -$563K -26,202 -25%
CSWM
233
Cassady Schiller Wealth Management
Ohio
$1.71M -$17.9K -834 -1%
JFG
234
JMG Financial Group
Illinois
$1.7M +$50.3K +2,343 +3%
Fidelity Investments
235
Fidelity Investments
Massachusetts
$1.7M +$166K +7,731 +11%
NSG
236
Nalls Sherbakoff Group
Tennessee
$1.7M -$2K -93 -0.1%
CWM
237
Cedar Wealth Management
California
$1.7M +$206K +9,603 +14%
AGC
238
Aspen Grove Capital
Colorado
$1.69M +$201K +9,333 +13%
FSG
239
Financial Strategies Group
Michigan
$1.68M +$135K +6,258 +9%
ACI
240
Alpha Cubed Investments
California
$1.66M -$29.5K -1,374 -2%
RA
241
Riversedge Advisors
Delaware
$1.66M -$2.91M -135,477 -64%
PAG
242
Private Advisor Group
New Jersey
$1.63M +$155K +7,194 +10%
Corient Private Wealth
243
Corient Private Wealth
Florida
$1.6M +$820K +38,175 +105%
CA
244
Claro Advisors
Massachusetts
$1.59M -$231K -10,767 -13%
WF
245
Warner Financial
Maryland
$1.59M +$249K +11,607 +19%
RIA
246
Regal Investment Advisors
Michigan
$1.55M +$188K +8,739 +14%
S
247
SignatureFD
Georgia
$1.53M +$74.1K +3,447 +5%
Prudential Financial
248
Prudential Financial
New Jersey
$1.53M +$1.53M +71,025 New
SWP
249
Stratos Wealth Partners
Ohio
$1.49M -$1.68K -78 -0.1%
CM
250
Columbus Macro
Pennsylvania
$1.48M -$101K -4,716 -6%
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