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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
+$129M
2
Osaic Holdings
Osaic Holdings
Arizona
+$75.1M
3
MG
Mather Group
Illinois
+$42.1M
4
SEI Investments
SEI Investments
Pennsylvania
+$28.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.5M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$40.8M
2
NQWM
Northwest Quadrant Wealth Management
Oregon
-$22.1M
3
BCIM
Bishop & Co Investment Management
Pennsylvania
-$18.8M
4
Cerity Partners
Cerity Partners
New York
-$16.1M
5
PA
Prism Advisors
California
-$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCIA
326
Jackson Creek Investment Advisors
Colorado
$699K -$3.93K -183 -0.6%
JIC
327
Johnson Investment Counsel
Ohio
$690K -$1.16K -54 -0.2%
MPM
328
Meritage Portfolio Management
Kansas
$685K -$83.1K -3,867 -11%
WPW
329
Watershed Private Wealth
Illinois
$684K +$684K +31,851 New
VCP
330
Vista Capital Partners
Oregon
$681K -$1.35K -63 -0.2%
SFG
331
Sovereign Financial Group
Connecticut
$674K -$15K -696 -2%
GWM
332
GSB Wealth Management
Connecticut
$673K -$109K -5,088 -14%
BJL
333
Brighton Jones LLC
Washington
$670K +$90.3K +4,203 +16%
Goldman Sachs
334
Goldman Sachs
New York
$666K -$381K -17,712 -36%
AA
335
Aire Advisors
California
$664K +$3.93K +183 +0.6%
BWP
336
Bernardo Wealth Planning
Pennsylvania
$660K -$10.1K -471 -2%
VP
337
Verum Partners
North Carolina
$657K +$1.42K +66 +0.2%
MAM
338
Marquette Asset Management
Minnesota
$656K – – –
CWA
339
CM Wealth Advisors
Ohio
$655K – – –
ACA
340
Atlas Capital Advisors
Wyoming
$640K – – –
RDWM
341
Red Door Wealth Management
Tennessee
$639K -$15.1K -705 -2%
MPWT
342
MassMutual Private Wealth & Trust
Connecticut
$637K +$1.42K +66 +0.2%
CL
343
Choreo LLC
Illinois
$636K -$5.22K -243 -0.8%
GWM
344
Gray Wealth Management
Maine
$635K -$9.54K -444 -1%
IF
345
Ironwood Financial
Arizona
$619K +$62.1K +2,889 +11%
EH
346
Equitable Holdings
New York
$619K +$110K +5,115 +22%
GT
347
Greenleaf Trust
Michigan
$616K – – –
FWS
348
FinDec Wealth Services
California
$613K -$60.1K -2,796 -9%
LPAM
349
Lodestar Private Asset Management
California
$610K +$3.74K +174 +0.6%
DADC
350
D.A. Davidson & Co
Montana
$607K – – –
12 13
14
15 16