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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 %
JCIA
351
Jackson Creek Investment Advisors
Colorado
$724K +$17K +777 +2%
AIM
352
Athena Investment Management
California
$708K -$97.2K -4,446 -12%
Rockefeller Capital Management
353
Rockefeller Capital Management
New York
$708K +$25.1K +1,149 +4%
LWM
354
Laidlaw Wealth Management
New York
$705K -$129K -5,886 -15%
VCP
355
Vista Capital Partners
Oregon
$705K -$9.77K -447 -1%
JIC
356
Johnson Investment Counsel
Ohio
$704K -$42.6K -1,950 -6%
FAG
357
Fortitude Advisory Group
Washington
$699K -$120K -5,478 -15%
AWM
358
Atticus Wealth Management
Florida
$690K +$3.94K +180 +0.6%
AA
359
Aire Advisors
California
$690K -$1.26M -57,522 -65%
GWM
360
Gray Wealth Management
Maine
$684K -$29.2K -1,335 -4%
BWP
361
Bernardo Wealth Planning
Pennsylvania
$682K +$131 +6 +0%
BFO
362
Biltmore Family Office
North Carolina
$676K – – –
RDWM
363
Red Door Wealth Management
Tennessee
$667K +$12K +549 +2%
VP
364
Verum Partners
North Carolina
$666K -$1.31K -60 -0.2%
CWA
365
CM Wealth Advisors
Ohio
$650K – – –
IP
366
Ignite Planners
California
$645K -$10.3K -468 -2%
KA
367
Kovack Advisors
Florida
$642K +$41.8K +1,914 +7%
RWP
368
RWA Wealth Partners
Massachusetts
$637K +$147K +6,702 +30%
CA
369
Claro Advisors
Massachusetts
$637K +$10.4K +477 +2%
AFAS
370
Acorn Financial Advisory Services
Virginia
$637K -$13.6K -621 -2%
EP
371
Eudaimonia Partners
Tennessee
$635K +$282K +12,888 +80%
GT
372
Greenleaf Trust
Michigan
$626K – – –
IAS
373
IMA Advisory Services
Colorado
$624K +$53.4K +2,445 +9%
DADC
374
D.A. Davidson & Co
Montana
$617K – – –
LPAM
375
Lodestar Private Asset Management
California
$616K -$58.4K -2,673 -9%
13 14
15
16 17