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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 %
ECM
276
Elgethun Capital Management
South Dakota
$1.24M -$223K -10,158 -15%
AA
277
Alesco Advisors
New York
$1.2M -$15.4K -705 -1%
KHC
278
Koesten Hirschmann & Crabtree
Kansas
$1.2M -$46.4K -2,124 -4%
PCMC
279
Private Capital Management (Colorado)
Colorado
$1.2M -$54.9K -2,511 -4%
NCM
280
Northwest Capital Management
Oregon
$1.19M -$31.3K -1,434 -3%
WAM
281
WNY Asset Management
New York
$1.19M -$292K -13,344 -20%
MWA
282
Monograph Wealth Advisors
California
$1.18M – – –
CWM
283
Chesapeake Wealth Management
Virginia
$1.17M +$1.31K +60 +0.1%
RIA
284
Regal Investment Advisors
Michigan
$1.17M -$66 -3 -0%
LJAC
285
L.J. Altfest & Co
New York
$1.16M +$6.56K +300 +0.6%
VFA
286
Valeo Financial Advisors
Indiana
$1.16M -$4.98K -228 -0.4%
ZIM
287
Zacks Investment Management
Illinois
$1.15M -$187K -8,559 -14%
AL
288
Aspiriant LLC
California
$1.15M +$18.6K +849 +2%
OSAM
289
O'Shaughnessy Asset Management
Connecticut
$1.14M +$1.07M +48,921 +1,447%
WP
290
WealthSource Partners
California
$1.13M +$586K +26,829 +108%
RPGK
291
Retirement Planning Group (Kansas)
Kansas
$1.13M +$725K +33,180 +179%
BRWA
292
B. Riley Wealth Advisors
Florida
$1.12M -$199K -9,114 -15%
GCA
293
Gradient Capital Advisors
California
$1.11M -$24.9K -1,137 -2%
BCM
294
Brookstone Capital Management
Illinois
$1.1M +$157K +7,059 +17%
SFG
295
Sovereign Financial Group
Connecticut
$1.09M -$665K -30,423 -38%
SWM
296
Seed Wealth Management
Illinois
$1.06M – – –
ETIA
297
Epic Trust Investment Advisors
Washington
$1.05M +$1.05M +48,171 New
DI
298
DFPG Investments
Utah
$1.05M +$156K +7,155 +17%
CWC
299
Carolinas Wealth Consulting
North Carolina
$1.03M +$30.5K +1,395 +3%
CFD
300
Creative Financial Designs
Indiana
$1.03M +$228K +10,449 +29%
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