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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
+$41.5M
2
Lido Advisors
Lido Advisors
California
+$22.6M
3
SEI Investments
SEI Investments
Pennsylvania
+$21M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.9M
5
HighTower Advisors
HighTower Advisors
Illinois
+$9.24M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
-$69.8M
2
LPL Financial
LPL Financial
California
-$26M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$17.9M
4
FWP
FAS Wealth Partners
Kansas
-$17.1M
5
WIA
World Investment Advisors
California
-$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAM
301
KEB Asset Management
Illinois
$992K – – –
CWM
302
Cornerstone Wealth Management
Missouri
$991K +$991K +45,315 New
PCWA
303
Pacific Capital Wealth Advisors
California
$979K +$1.18K +54 +0.1%
FWS
304
FinDec Wealth Services
California
$968K -$514K -23,496 -35%
ZF
305
Zhang Financial
Michigan
$955K -$25.1K -1,146 -3%
JPLA
306
Joseph P. Lucia & Associates
New York
$950K +$5.25K +240 +0.6%
PAMG
307
Patton Albertson Miller Group
Tennessee
$948K -$13.4K -615 -1%
SCM
308
SOL Capital Management
Maryland
$942K -$4.79K -219 -0.5%
AWM
309
Apollon Wealth Management
South Carolina
$939K -$15.2K -696 -2%
SFS
310
Sowell Financial Services
Arkansas
$931K -$555K -25,365 -37%
SWM
311
Spire Wealth Management
Virginia
$928K +$541K +24,738 +140%
CPRC
312
Consolidated Portfolio Review Corp
New York
$926K +$926K +42,360 New
KJWM
313
Kiley Juergens Wealth Management
Washington
$915K +$2.82K +129 +0.3%
Bank of Montreal
314
Bank of Montreal
Ontario, Canada
$914K -$61.5K -2,814 -6%
CCM
315
Condor Capital Management
New Jersey
$910K -$55.4K -2,535 -6%
DPI
316
Diversified Portfolios Inc
Michigan
$891K +$511K +23,364 +134%
ASN
317
Advisory Services Network
Georgia
$889K -$66.8K -3,054 -7%
ACA
318
Atlas Capital Advisors
Wyoming
$872K -$46.6K -2,130 -5%
WANY
319
Wealthspire Advisors (New York)
New York
$870K +$23.3K +1,065 +3%
KWM
320
Kolinsky Wealth Management
New Jersey
$864K +$11.1K +507 +1%
BCI
321
Brinker Capital Investments
Pennsylvania
$858K +$858K +39,246 New
OPS
322
Orion Portfolio Solutions
Nebraska
$858K +$858K +39,246 New
MIA
323
Milestone Investment Advisors
Wisconsin
$853K – – –
AIM
324
Avity Investment Management
Connecticut
$842K -$208K -9,525 -20%
CBFP
325
Cedar Brook Financial Partners
Ohio
$838K -$8.26K -378 -1%
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