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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 %
SWP
251
Stratos Wealth Partners
Ohio
$1.49M -$32.8K -1,500 -2%
FOA
252
Five Oceans Advisors
California
$1.48M – – –
TIM
253
Tortoise Investment Management
New York
$1.47M +$262 +12 +0%
CCM
254
Carlson Capital Management
Minnesota
$1.46M +$2.36K +108 +0.2%
CWM
255
Cedar Wealth Management
California
$1.45M +$203K +9,279 +16%
PA
256
Parallel Advisors
California
$1.44M +$56.5K +2,583 +4%
Susquehanna International Group
257
Susquehanna International Group
Pennsylvania
$1.44M -$3.75M -171,381 -72%
S
258
SignatureFD
Georgia
$1.36M +$731K +33,453 +116%
SPIA
259
Steward Partners Investment Advisory
New York
$1.34M -$1.63M -74,652 -55%
AWS
260
AJ Wealth Strategies
New York
$1.34M – – –
AIS
261
American Investment Services
Massachusetts
$1.34M – – –
WF
262
Warner Financial
Maryland
$1.3M +$5.18K +237 +0.4%
PAG
263
Private Advisor Group
New Jersey
$1.3M -$151K -6,915 -10%
VF
264
VitalStone Financial
Texas
$1.3M +$1.3M +53,418 New
CFG
265
Cooper Financial Group
California
$1.3M -$218K -9,960 -14%
SPC
266
Sigma Planning Corp
Michigan
$1.29M +$13.8K +630 +1%
FFA
267
Farther Finance Advisors
California
$1.29M -$168K -7,683 -12%
BCIM
268
Bishop & Co Investment Management
Pennsylvania
$1.28M +$157K +7,200 +14%
LAIC
269
Lederer & Associates Investment Counsel
California
$1.28M -$32.7K -1,494 -2%
CFO
270
Collective Family Office
Pennsylvania
$1.27M -$223K -10,200 -15%
GHA
271
GW Henssler & Associates
Georgia
$1.27M -$37.1K -1,695 -3%
RRC
272
Relaxing Retirement Coach
Massachusetts
$1.26M -$2.95K -135 -0.2%
BL
273
BCWM LLC
Kansas
$1.25M +$121K +5,556 +11%
MSWMA
274
Market Street Wealth Management Advisors
Indiana
$1.25M -$99K -4,530 -7%
CCWM
275
Cassaday & Co Wealth Management
Virginia
$1.25M -$62.8K -2,874 -5%
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