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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 %
FOA
251
Five Oceans Advisors
California
$1.47M -$64 -3 -0%
JC
252
Jentner Corp
Ohio
$1.45M -$10.7K -498 -0.7%
BL
253
BCWM LLC
Kansas
$1.45M +$49K +2,280 +3%
CCM
254
Carlson Capital Management
Minnesota
$1.44M +$3.35K +156 +0.2%
BFA
255
Beaumont Financial Advisors
Massachusetts
$1.43M -$87.5K -4,074 -6%
GJIA
256
Glass Jacobson Investment Advisors
Maryland
$1.36M +$177K +8,250 +15%
SAG
257
SageView Advisory Group
California
$1.35M -$7.03K -327 -0.5%
IA
258
IFP Advisors
Florida
$1.34M -$1.81M -84,336 -57%
PA
259
Parallel Advisors
California
$1.3M -$88.1K -4,101 -6%
TIM
260
Tortoise Investment Management
New York
$1.29M -$56.7K -2,640 -4%
BWM
261
BCGM Wealth Management
Indiana
$1.28M -$8.51K -396 -0.7%
LAIC
262
Lederer & Associates Investment Counsel
California
$1.27M +$73.5K +3,420 +6%
ECM
263
Elgethun Capital Management
South Dakota
$1.23M +$16.3K +762 +1%
GHA
264
GW Henssler & Associates
Georgia
$1.21M -$14.6K -681 -1%
FPAS
265
Focus Partners Advisor Solutions
Missouri
$1.21M +$849K +39,507 +237%
OSAM
266
O'Shaughnessy Asset Management
Connecticut
$1.18M +$53K +2,466 +5%
AA
267
Alesco Advisors
New York
$1.16M -$1.93K -90 -0.2%
CCWM
268
Cassaday & Co Wealth Management
Virginia
$1.16M +$2K +93 +0.2%
MWA
269
Monograph Wealth Advisors
California
$1.16M – – –
ZIM
270
Zacks Investment Management
Illinois
$1.15M -$192K -8,958 -14%
LJAC
271
L.J. Altfest & Co
New York
$1.15M +$25.3K +1,179 +2%
BCM
272
Brookstone Capital Management
Illinois
$1.14M +$76.5K +3,627 +7%
AL
273
Aspiriant LLC
California
$1.12M -$13.2K -612 -1%
NCM
274
Northwest Capital Management
Oregon
$1.11M -$60.4K -2,811 -5%
PCWA
275
Pacific Capital Wealth Advisors
California
$1.11M +$1.35K +63 +0.1%
9 10
11
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