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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 %
AFAS
351
Acorn Financial Advisory Services
Virginia
$601K -$4.99K -234 -0.8%
PA
352
Prism Advisors
California
$593K -$16.1M -749,904 -96%
ASI
353
Advisory Services & Investments
Oregon
$592K – – –
PP
354
Pegasus Partners
Wisconsin
$589K -$153K -7,137 -21%
PGFC
355
Peapack-Gladstone Financial Corp
New Jersey
$586K – – –
BMCM
356
Bryn Mawr Capital Management
Pennsylvania
$578K -$32.2K -1,500 -5%
TIM
357
Thompson Investment Management
Wisconsin
$574K +$54.7K +2,544 +11%
LWM
358
Ledge Wealth Management
Minnesota
$571K +$3.61K +168 +0.6%
UB
359
UMB Bank
Missouri
$567K – – –
Comerica Bank
360
Comerica Bank
Texas
$566K +$566K +26,340 New
WDL
361
Well Done LLC
Michigan
$564K – – –
SSWM
362
Smith Salley Wealth Management
North Carolina
$564K +$39.8K +1,851 +8%
CIP
363
Capital Insight Partners
Arizona
$564K +$3.35K +156 +0.6%
ES
364
ETF Store
Kansas
$560K +$57.8K +2,712 +12%
MAM
365
Marotta Asset Management
Virginia
$555K -$69.2K -3,222 -11%
CFO
366
Collective Family Office
Pennsylvania
$553K – – –
William Blair & Company
367
William Blair & Company
Illinois
$545K -$11.6K -540 -2%
SBIA
368
Sheaff Brock Investment Advisors
Indiana
$543K -$12.9K -600 -2%
Citadel Advisors
369
Citadel Advisors
Florida
$542K +$542K +25,245 New
KFA
370
Kelleher Financial Advisors
New York
$538K – – –
MC
371
Montag & Caldwell
Georgia
$536K +$23.7K +1,101 +5%
IAS
372
IMA Advisory Services
Colorado
$536K – – –
ONB
373
Old National Bancorp
Indiana
$535K -$57.4K -2,670 -10%
BIA
374
Bigelow Investment Advisors
Maine
$531K +$73.2K +3,405 +16%
SW
375
SkyOak Wealth
Michigan
$529K +$34.3K +1,596 +7%
13 14
15
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