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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 %
SWM
376
Silverlake Wealth Management
Vermont
$611K -$274K -12,552 -31%
RWP
377
Revolve Wealth Partners
New Jersey
$604K +$24.9K +1,137 +4%
ASI
378
Advisory Services & Investments
Oregon
$602K -$307K -14,058 -34%
PGFC
379
Peapack-Gladstone Financial Corp
New Jersey
$597K -$29.9K -1,365 -5%
RG
380
Retirement Group
California
$593K -$150K -6,849 -20%
BBW
381
Blue Barn Wealth
Utah
$582K -$89.4K -4,089 -13%
PNC Financial Services Group
382
PNC Financial Services Group
Pennsylvania
$581K -$99.4K -4,545 -15%
UB
383
UMB Bank
Missouri
$577K – – –
BJL
384
Brighton Jones LLC
Washington
$574K -$18.2K -834 -3%
WDL
385
Well Done LLC
Michigan
$574K – – –
SBIA
386
Sheaff Brock Investment Advisors
Indiana
$566K +$7.21K +330 +1%
William Blair & Company
387
William Blair & Company
Illinois
$564K +$61.6K +2,817 +12%
CIP
388
Capital Insight Partners
Arizona
$563K +$32.2K +1,473 +6%
MCM
389
Mengis Capital Management
Oregon
$562K -$8.53K -390 -1%
TIM
390
Thompson Investment Management
Wisconsin
$560K +$1.05K +48 +0.2%
IF
391
Ironwood Financial
Arizona
$551K -$24.1K -1,101 -4%
KFA
392
Kelleher Financial Advisors
New York
$547K +$547K +25,020 New
BFG
393
Berger Financial Group
Minnesota
$547K -$264K -12,066 -33%
TFA
394
Teamwork Financial Advisors
Texas
$536K -$23.9K -1,092 -4%
AWMG
395
Alliance Wealth Management Group
New Jersey
$536K -$1.84K -84 -0.3%
TCM
396
Towercrest Capital Management
Pennsylvania
$536K -$1.84K -84 -0.3%
SSWM
397
Smith Salley Wealth Management
North Carolina
$534K -$33.4K -1,530 -6%
HWA
398
HHM Wealth Advisors
Tennessee
$532K -$24.2K -1,107 -4%
EFS
399
Econ Financial Services
Pennsylvania
$530K -$5.15M -235,707 -91%
CAAM
400
Cornerstone Advisors Asset Management
Pennsylvania
$517K – – –
14 15
16
17 18