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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 %
OSAM
276
O'Shaughnessy Asset Management
Connecticut
$1.18M +$8.25K +369 +0.7%
AL
277
Aspiriant LLC
California
$1.18M +$1.68K +75 +0.1%
LJAC
278
L.J. Altfest & Co
New York
$1.17M -$21K -939 -2%
PCWA
279
Pacific Capital Wealth Advisors
California
$1.15M +$153K +6,843 +15%
MSWMA
280
Market Street Wealth Management Advisors
Indiana
$1.15M -$133K -5,943 -10%
GCA
281
Gradient Capital Advisors
California
$1.13M -$3.02K -135 -0.3%
FFA
282
Farther Finance Advisors
California
$1.13M -$188K -8,403 -14%
BCM
283
Brookstone Capital Management
Illinois
$1.12M +$20.3K +918 +2%
Goldman Sachs
284
Goldman Sachs
New York
$1.09M -$1.39M -62,286 -56%
SWM
285
Seed Wealth Management
Illinois
$1.07M -$13.4K -600 -1%
DI
286
DFPG Investments
Utah
$1.07M -$28.3K -1,242 -3%
KAM
287
KEB Asset Management
Illinois
$1.04M +$27K +1,209 +3%
CFD
288
Creative Financial Designs
Indiana
$1.03M -$19.8K -885 -2%
CWM
289
Chesapeake Wealth Management
Virginia
$1.03M -$174K -7,785 -14%
MWM
290
Modera Wealth Management
New Jersey
$1.02M +$1.02M +45,444 New
SPIA
291
Steward Partners Investment Advisory
New York
$1M -$373K -16,674 -27%
NL
292
NWAM LLC
Washington
$998K +$998K +44,604 New
BRWA
293
B. Riley Wealth Advisors
Florida
$994K -$156K -6,954 -14%
MCC
294
Money Concepts Capital
Florida
$983K -$19.9K -891 -2%
ZF
295
Zhang Financial
Michigan
$982K +$4.23K +189 +0.4%
CPRC
296
Consolidated Portfolio Review Corp
New York
$976K +$28.3K +1,266 +3%
CWC
297
Carolinas Wealth Consulting
North Carolina
$966K -$91.8K -4,104 -9%
SCM
298
SOL Capital Management
Maryland
$964K -$67 -3 -0%
AWM
299
Apollon Wealth Management
South Carolina
$963K +$2.89K +129 +0.3%
AWS
300
AJ Wealth Strategies
New York
$957K -$415K -18,564 -30%
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