SCHV icon

Schwab US Large-Cap Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
251
Cedar Wealth Management
California
$1.83M -$18.6K -795 -1%
MMA
252
Miracle Mile Advisors
California
$1.81M -$91.6K -3,918 -5%
ACI
253
Alpha Cubed Investments
California
$1.81M -$3.15K -135 -0.2%
WA
254
WBH Advisory
Maryland
$1.8M -$2.97M -127,134 -62%
S
255
SignatureFD
Georgia
$1.76M +$92.1K +3,942 +6%
RPGK
256
Retirement Planning Group (Kansas)
Kansas
$1.75M +$837K +35,799 +92%
GJIA
257
Glass Jacobson Investment Advisors
Maryland
$1.73M +$257K +10,983 +17%
SS
258
Simplicity Solutions
Minnesota
$1.72M -$156K -6,672 -8%
BFG
259
Bleakley Financial Group
New Jersey
$1.72M -$156K -6,672 -8%
CSWM
260
Cassady Schiller Wealth Management
Ohio
$1.7M -$164K -7,014 -9%
KP
261
Keel Point
Alabama
$1.68M -$345K -14,745 -17%
GAA
262
Guardian Asset Advisors
Pennsylvania
$1.68M +$1.68M +71,784 New
FSG
263
Financial Strategies Group
Michigan
$1.67M -$139K -5,967 -8%
RA
264
Riversedge Advisors
Delaware
$1.67M -$135K -5,763 -7%
AWS
265
Atria Wealth Solutions
New York
$1.66M -$319K -13,662 -16%
FFA
266
Farther Finance Advisors
California
$1.64M +$494K +21,162 +43%
AF
267
Advisornet Financial
Minnesota
$1.61M -$256K -10,974 -14%
BCIM
268
Bishop & Co Investment Management
Pennsylvania
$1.61M +$1.61M +68,751 New
Renaissance Technologies
269
Renaissance Technologies
New York
$1.58M +$1.35M +57,600 +565%
FOA
270
Five Oceans Advisors
California
$1.58M -$12.9K -552 -0.8%
EA
271
Emerald Advisors
Washington
$1.58M +$1.58M +67,659 New
CCM
272
Carlson Capital Management
Minnesota
$1.57M +$3.16K +135 +0.2%
CM
273
Columbus Macro
Pennsylvania
$1.55M -$59.7K -2,556 -4%
MAG
274
M3 Advisory Group
Massachusetts
$1.53M +$1.53M +65,664 New
WPW
275
Watershed Private Wealth
Illinois
$1.53M +$789K +33,765 +106%