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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
Mather Group
Illinois
$618M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$237M
3
SEI Investments
SEI Investments
Pennsylvania
$562M
4
BCIM
Bishop & Co Investment Management
Pennsylvania
$18.8M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$19.5M

Top Sellers

1
MMEA
Main Management ETF Advisors
California
$0
2
FMP
Financial Management Professionals
Texas
$119K
3
MM
Main Management
California
$0
4
SA
Scarborough Advisors
Maryland
$0
5
NFG
Nadler Financial Group
Illinois
$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
301
Advisory Services Network
Georgia
$956K +$45.7K +2,043 +5%
WAM
302
WNY Asset Management
New York
$947K -$270K -12,090 -22%
CWM
303
Cornerstone Wealth Management
Missouri
$946K -$67K -2,994 -7%
Bank of Montreal
304
Bank of Montreal
Ontario, Canada
$935K -$3.3K -147 -0.4%
KJWM
305
Kiley Juergens Wealth Management
Washington
$930K -$6.04K -270 -0.6%
CCM
306
Condor Capital Management
New Jersey
$927K -$4.36K -195 -0.5%
JPLA
307
Joseph P. Lucia & Associates
New York
$921K -$51.3K -2,295 -5%
SWM
308
Spire Wealth Management
Virginia
$907K -$42.6K -1,905 -4%
KWM
309
Kolinsky Wealth Management
New Jersey
$898K +$21.7K +978 +2%
PCMC
310
Private Capital Management (Colorado)
Colorado
$895K -$328K -14,667 -27%
HI
311
Hoey Investments
Pennsylvania
$869K +$60.4K +2,700 +7%
MIA
312
Milestone Investment Advisors
Wisconsin
$865K -$7.18K -321 -0.8%
RPGK
313
Retirement Planning Group (Kansas)
Kansas
$865K -$291K -13,017 -25%
AF
314
Allworth Financial
California
$861K +$482K +21,573 +127%
AIM
315
Athena Investment Management
California
$859K +$134K +6,000 +19%
HI
316
Harbour Investments
Wisconsin
$846K +$80.8K +3,612 +11%
MFG
317
Merit Financial Group
Georgia
$844K +$844K +37,752 New
HTC
318
Haverford Trust Company
Pennsylvania
$844K – – –
SWA
319
Sax Wealth Advisors
New Jersey
$836K – – –
WCM
320
Whitener Capital Management
North Carolina
$834K +$79.3K +3,546 +11%
BL
321
BFSG LLC
California
$822K +$46.3K +2,070 +6%
GWM
322
GSB Wealth Management
Connecticut
$814K -$4.71M -210,768 -85%
Corient Private Wealth
323
Corient Private Wealth
Florida
$812K -$943K -42,159 -54%
WANY
324
Wealthspire Advisors (New York)
New York
$811K -$78.7K -3,519 -9%
MPM
325
Meritage Portfolio Management
Kansas
$799K -$201 -9 -0%
11 12
13
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