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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 %
KHC
276
Koesten Hirschmann & Crabtree
Kansas
$1.11M -$61.6K -2,868 -5%
VFA
277
Valeo Financial Advisors
Indiana
$1.1M -$39.3K -1,830 -3%
CI
278
Conning Inc
Connecticut
$1.1M -$4.19M -194,847 -79%
GCA
279
Gradient Capital Advisors
California
$1.09M – – –
MOS
280
MGO One Seven
Ohio
$1.06M -$931K -43,329 -47%
FFA
281
Farther Finance Advisors
California
$1.05M -$29.5K -1,371 -3%
SWM
282
Seed Wealth Management
Illinois
$1.03M – – –
CCM
283
Condor Capital Management
New Jersey
$1.02M +$131K +6,111 +15%
Cerity Partners
284
Cerity Partners
New York
$1.02M -$16.1M -750,480 -94%
MSWMA
285
Market Street Wealth Management Advisors
Indiana
$1.01M -$96K -4,470 -9%
CA
286
CGN Advisors
Kansas
$1.01M +$706K +32,865 +236%
KAM
287
KEB Asset Management
Illinois
$1M – – –
CFD
288
Creative Financial Designs
Indiana
$997K +$7.54K +351 +0.8%
DI
289
DFPG Investments
Utah
$992K +$2.66K +126 +0.3%
BRWA
290
B. Riley Wealth Advisors
Florida
$990K +$34.6K +1,608 +4%
CPRC
291
Consolidated Portfolio Review Corp
New York
$971K +$33.5K +1,557 +4%
CWM
292
Cornerstone Wealth Management
Missouri
$956K +$46.4K +2,160 +5%
MWM
293
Modera Wealth Management
New Jersey
$950K -$26.2K -1,221 -3%
CWM
294
Chesapeake Wealth Management
Virginia
$945K -$41.9K -1,950 -4%
MCC
295
Money Concepts Capital
Florida
$938K -$5.87K -273 -0.6%
TYCC
296
Texas Yale Capital Corp
Florida
$935K -$343K -15,984 -27%
SCM
297
SOL Capital Management
Maryland
$921K -$5.22K -243 -0.6%
CWC
298
Carolinas Wealth Consulting
North Carolina
$896K -$1.81K -87 -0.2%
KJWM
299
Kiley Juergens Wealth Management
Washington
$889K -$4.45K -207 -0.5%
KWM
300
Kolinsky Wealth Management
New Jersey
$875K +$4.19K +195 +0.5%
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