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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

722 hedge funds and large institutions have $7.59B invested in Schwab US Large-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 230 increasing their positions, 260 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
+81
Holders Change %
+12.64%
% of All Funds
10.58%
Holding in Top 10
66
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+29.41%
% of All Funds
0.97%
New
117
Increased
230
Reduced
260
Closed
30
Calls
$1.63M
Puts
–
Net Calls
+$1.63M
Net Calls Change
+$422K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$109M
2
Morgan Stanley
Morgan Stanley
New York
+$51.8M
3
MG
Mather Group
Illinois
+$47.7M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$38.3M
5
Goldman Sachs
Goldman Sachs
New York
+$26.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$86.9M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$25.2M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$18.3M
4
Lido Advisors
Lido Advisors
California
-$15.2M
5
DP
Denver PWM
Colorado
-$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
226
Brown Wealth Management
Illinois
$2.2M +$20.3K +870 +0.9%
WCM
227
Weaver Capital Management
Georgia
$2.17M +$2.17M +92,883 New
ACG
228
Allen Capital Group
Nebraska
$2.16M -$75.4K -3,225 -3%
PFA
229
Pure Financial Advisors
California
$2.16M -$115K -4,917 -5%
MFT
230
Moisand Fitzgerald Tamayo
Florida
$2.14M -$389K -16,641 -15%
HPFG
231
Hart & Patterson Financial Group
Massachusetts
$2.11M +$2.11M +90,435 New
FAIM
232
Financial Advocates Investment Management
Washington
$2.1M -$4.44K -186 -0.2%
AFS
233
Annapolis Financial Services
Maryland
$2.07M +$5.47K +234 +0.3%
AL
234
ACAS LLC
California
$2.07M -$27.2K -1,164 -1%
ASN
235
Advisory Services Network
Georgia
$2.06M +$44.2K +1,890 +2%
EW
236
Evoke Wealth
California
$2.06M +$2.06M +88,290 New
JWCA
237
J.W. Cole Advisors
Florida
$2.03M +$32.2K +1,377 +2%
JGCM
238
Joseph Group Capital Management
Ohio
$1.99M +$81.2K +3,474 +4%
DSC
239
Duncker Streett & Co
Missouri
$1.98M +$2.52K +108 +0.1%
BWM
240
BCS Wealth Management
Tennessee
$1.97M +$34.6K +1,479 +2%
AF
241
Allworth Financial
California
$1.95M +$1.01M +43,383 +109%
RIA
242
Regal Investment Advisors
Michigan
$1.91M +$225K +9,642 +13%
MWM
243
Merriman Wealth Management
Washington
$1.9M -$136K -5,823 -7%
PAG
244
Private Advisor Group
New Jersey
$1.88M +$106K +4,536 +6%
WSTAM
245
Wilbanks Smith & Thomas Asset Management
Virginia
$1.88M -$5.68K -243 -0.3%
JFG
246
JMG Financial Group
Illinois
$1.85M – – –
PAS
247
Park Avenue Securities
New York
$1.85M -$2.65M -113,370 -59%
NSG
248
Nalls Sherbakoff Group
Tennessee
$1.84M -$7.64K -327 -0.4%
AGC
249
Aspen Grove Capital
Colorado
$1.83M -$5.68K -243 -0.3%
WF
250
Warner Financial
Maryland
$1.83M +$97.3K +4,164 +6%
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