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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 %
S
251
SignatureFD
Georgia
$1.52M +$126K +5,619 +9%
KM
252
Kalos Management
Georgia
$1.51M -$18.8K -840 -1%
CCM
253
Carlson Capital Management
Minnesota
$1.49M -$268 -12 -0%
BL
254
BCWM LLC
Kansas
$1.46M +$179K +7,992 +14%
PA
255
Parallel Advisors
California
$1.44M -$30.9K -1,383 -2%
RIA
256
Regal Investment Advisors
Michigan
$1.42M +$223K +9,951 +19%
SAG
257
SageView Advisory Group
California
$1.41M +$1.14M +51,192 +425%
TIM
258
Tortoise Investment Management
New York
$1.41M -$99.1K -4,431 -7%
ZIM
259
Zacks Investment Management
Illinois
$1.4M +$225K +10,068 +19%
AIM
260
Avity Investment Management
Connecticut
$1.4M +$537K +24,000 +62%
WF
261
Warner Financial
Maryland
$1.39M +$61.6K +2,757 +5%
BWM
262
BCGM Wealth Management
Indiana
$1.34M -$4.06M -181,515 -75%
TYCC
263
Texas Yale Capital Corp
Florida
$1.33M -$1.65M -74,004 -55%
SFS
264
Sowell Financial Services
Arkansas
$1.33M +$377K +16,839 +40%
RRC
265
Relaxing Retirement Coach
Massachusetts
$1.28M -$12.9K -576 -1%
GHA
266
GW Henssler & Associates
Georgia
$1.27M -$22.6K -1,011 -2%
ECM
267
Elgethun Capital Management
South Dakota
$1.27M +$5.9K +264 +0.5%
LAIC
268
Lederer & Associates Investment Counsel
California
$1.25M -$62.4K -2,790 -5%
GJIA
269
Glass Jacobson Investment Advisors
Maryland
$1.23M +$1.23M +54,906 New
NCM
270
Northwest Capital Management
Oregon
$1.22M – – –
KHC
271
Koesten Hirschmann & Crabtree
Kansas
$1.22M -$8.52K -381 -0.7%
AA
272
Alesco Advisors
New York
$1.21M -$11.4K -510 -0.9%
MWA
273
Monograph Wealth Advisors
California
$1.2M – – –
CCWM
274
Cassaday & Co Wealth Management
Virginia
$1.2M -$76.6K -3,426 -6%
VFA
275
Valeo Financial Advisors
Indiana
$1.19M +$1.01K +45 +0.1%
9 10
11
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