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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 %
AIP
326
Almanack Investment Partners
Pennsylvania
$787K -$5.3K -237 -0.7%
CBFP
327
Cedar Brook Financial Partners
Ohio
$779K -$78.6K -3,516 -9%
PP
328
Pegasus Partners
Wisconsin
$772K – – –
JF
329
Joule Financial
Kentucky
$766K -$15.6K -699 -2%
PFA
330
Pinnacle Family Advisors
Missouri
$763K +$16.4K +735 +2%
BDFN
331
Bond & Devick Financial Network
Minnesota
$762K – – –
IAIM
332
International Assets Investment Management
Florida
$761K +$761K +32,142 New
RFA
333
Resurgent Financial Advisors
Georgia
$761K -$87K -3,888 -10%
Rockefeller Capital Management
334
Rockefeller Capital Management
New York
$751K +$26.8K +1,200 +4%
WIA
335
World Investment Advisors
California
$733K -$107K -4,794 -13%
JCIA
336
Jackson Creek Investment Advisors
Colorado
$731K -$9.39K -420 -1%
JIC
337
Johnson Investment Counsel
Ohio
$719K -$1.21K -54 -0.2%
SFG
338
Sovereign Financial Group
Connecticut
$717K -$395K -17,643 -35%
FTUS
339
Flow Traders U.S.
New York
$717K -$3.35M -149,937 -82%
MWM
340
Mission Wealth Management
California
$714K +$502K +22,464 +237%
VCP
341
Vista Capital Partners
Oregon
$710K -$11.1K -495 -2%
FWS
342
FinDec Wealth Services
California
$701K -$289K -12,915 -29%
BWP
343
Bernardo Wealth Planning
Pennsylvania
$697K – – –
PNC Financial Services Group
344
PNC Financial Services Group
Pennsylvania
$696K +$102K +4,563 +17%
CWA
345
CM Wealth Advisors
Ohio
$694K – – –
AA
346
Aire Advisors
California
$687K -$18.3K -819 -3%
MAM
347
Marquette Asset Management
Minnesota
$683K -$144K -6,459 -17%
VP
348
Verum Partners
North Carolina
$683K +$1.41K +63 +0.2%
RDWM
349
Red Door Wealth Management
Tennessee
$681K -$1.48K -66 -0.2%
GWM
350
Gray Wealth Management
Maine
$671K -$29.2K -1,305 -4%
12 13
14
15 16