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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 %
RFA
326
Resurgent Financial Advisors
Georgia
$828K -$25.8K -1,179 -3%
HTC
327
Haverford Trust Company
Pennsylvania
$825K – – –
WIA
328
World Investment Advisors
California
$821K -$11.5M -526,545 -93%
SWA
329
Sax Wealth Advisors
New Jersey
$817K +$16.1K +738 +2%
BAM
330
Baldrige Asset Management
Pennsylvania
$813K +$1.11K +51 +0.1%
MAM
331
Marquette Asset Management
Minnesota
$809K -$310K -14,175 -28%
LWM
332
Ledge Wealth Management
Minnesota
$799K -$1.42M -64,995 -64%
HI
333
Hoey Investments
Pennsylvania
$791K -$12.5K -573 -2%
MPM
334
Meritage Portfolio Management
Kansas
$782K -$41.2K -1,884 -5%
AIP
335
Almanack Investment Partners
Pennsylvania
$775K +$28.4K +1,299 +4%
DACG
336
Donor Advised Charitable Giving
California
$772K +$348K +15,912 +82%
PWM
337
Prosperity Wealth Management
California
$764K -$101K -4,608 -12%
JF
338
Joule Financial
Kentucky
$764K +$262 +12 +0%
SWM
339
Southern Wealth Management
Texas
$761K -$17.5K -801 -2%
BL
340
BFSG LLC
California
$758K +$35.4K +1,620 +5%
WMR
341
Wealth Management Resources
Rhode Island
$758K -$17.2K -792 -2%
SAS
342
SMI Advisory Services
Indiana
$755K +$83.7K +3,804 +12%
PP
343
Pegasus Partners
Wisconsin
$755K – – –
BMCM
344
Bryn Mawr Capital Management
Pennsylvania
$752K – – –
HI
345
Harbour Investments
Wisconsin
$748K -$78.2K -3,579 -9%
CL
346
Choreo LLC
Illinois
$745K +$531K +24,303 +248%
BDFN
347
Bond & Devick Financial Network
Minnesota
$745K – – –
WCM
348
Whitener Capital Management
North Carolina
$738K +$40.3K +1,842 +6%
PFA
349
Pinnacle Family Advisors
Missouri
$730K -$99.4K -4,548 -12%
Carson Wealth (CWM LLC)
350
Carson Wealth (CWM LLC)
Nebraska
$729K -$68.4K -3,132 -9%
12 13
14
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