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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 %
CL
351
Choreo LLC
Illinois
$667K -$95.5K -4,269 -13%
ACA
352
Atlas Capital Advisors
Wyoming
$667K -$225K -10,074 -25%
MPWT
353
MassMutual Private Wealth & Trust
Connecticut
$661K +$323K +14,442 +95%
IC
354
IEQ Capital
California
$659K +$659K +29,475 New
MSFS
355
Main Street Financial Solutions
Pennsylvania
$655K +$350K +15,660 +115%
Susquehanna International Group
356
Susquehanna International Group
Pennsylvania
$655K -$818K -36,582 -56%
MAM
357
Marotta Asset Management
Virginia
$649K +$649K +29,037 New
KA
358
Kovack Advisors
Florida
$647K -$9.73K -435 -1%
GT
359
Greenleaf Trust
Michigan
$641K – – –
AFAS
360
Acorn Financial Advisory Services
Virginia
$636K -$15K -672 -2%
BMCM
361
Bryn Mawr Capital Management
Pennsylvania
$635K -$134K -6,000 -17%
FAG
362
Fortitude Advisory Group
Washington
$633K -$81.9K -3,663 -11%
DADC
363
D.A. Davidson & Co
Montana
$631K – – –
LPAM
364
Lodestar Private Asset Management
California
$631K +$671 +30 +0.1%
Renaissance Technologies
365
Renaissance Technologies
New York
$631K +$631K +28,200 New
ONB
366
Old National Bancorp
Indiana
$616K +$616K +27,549 New
ASI
367
Advisory Services & Investments
Oregon
$616K – – –
SWM
368
Silverlake Wealth Management
Vermont
$613K -$12.1K -540 -2%
PGFC
369
Peapack-Gladstone Financial Corp
New Jersey
$610K – – –
BJL
370
Brighton Jones LLC
Washington
$604K +$16.1K +720 +3%
LWM
371
Ledge Wealth Management
Minnesota
$591K -$226K -10,122 -28%
UB
372
UMB Bank
Missouri
$590K – – –
WDL
373
Well Done LLC
Michigan
$587K – – –
CIP
374
Capital Insight Partners
Arizona
$583K +$7.51K +336 +1%
IF
375
Ironwood Financial
Arizona
$580K +$16.2K +726 +3%
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15
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