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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 %
AF
301
Allworth Financial
California
$858K +$30.6K +1,425 +4%
WANY
302
Wealthspire Advisors (New York)
New York
$857K +$77.9K +3,627 +10%
WAM
303
WNY Asset Management
New York
$857K -$52.5K -2,445 -6%
SWM
304
Spire Wealth Management
Virginia
$855K -$16.3K -759 -2%
WCM
305
Whitener Capital Management
North Carolina
$853K +$51.6K +2,403 +6%
PCMC
306
Private Capital Management (Colorado)
Colorado
$846K -$14.4K -672 -2%
RPGK
307
Retirement Planning Group (Kansas)
Kansas
$837K +$6.32K +294 +0.8%
SPIA
308
Steward Partners Investment Advisory
New York
$836K -$126K -5,850 -13%
HI
309
Hoey Investments
Pennsylvania
$830K -$4.83K -225 -0.6%
AIM
310
Athena Investment Management
California
$825K – – –
HTC
311
Haverford Trust Company
Pennsylvania
$811K – – –
SWA
312
Sax Wealth Advisors
New Jersey
$803K – – –
BL
313
BFSG LLC
California
$801K +$11.2K +519 +1%
RFA
314
Resurgent Financial Advisors
Georgia
$797K +$65.9K +3,066 +9%
HI
315
Harbour Investments
Wisconsin
$793K -$19.3K -900 -2%
Rockefeller Capital Management
316
Rockefeller Capital Management
New York
$789K +$66.7K +3,105 +9%
Bank of Montreal
317
Bank of Montreal
Ontario, Canada
$773K -$170K -7,506 -18%
MIA
318
Milestone Investment Advisors
Wisconsin
$772K -$59.2K -2,754 -7%
CBFP
319
Cedar Brook Financial Partners
Ohio
$754K +$5.48K +255 +0.7%
ZF
320
Zhang Financial
Michigan
$748K -$194K -9,048 -21%
FMWA
321
Forvis Mazars Wealth Advisors
Missouri
$744K +$445K +20,721 +149%
BDFN
322
Bond & Devick Financial Network
Minnesota
$737K +$4.83K +225 +0.7%
JF
323
Joule Financial
Kentucky
$725K -$10.1K -468 -1%
JPLA
324
Joseph P. Lucia & Associates
New York
$718K -$167K -7,770 -19%
KA
325
Kovack Advisors
Florida
$716K +$93.4K +4,347 +15%
11 12
13
14 15