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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 %
William Blair & Company
376
William Blair & Company
Illinois
$580K +$3.02K +135 +0.5%
SBIA
377
Sheaff Brock Investment Advisors
Indiana
$579K – – –
CFO
378
Collective Family Office
Pennsylvania
$576K -$721K -32,250 -56%
BBW
379
Blue Barn Wealth
Utah
$570K -$25.8K -1,155 -4%
KFA
380
Kelleher Financial Advisors
New York
$560K – – –
BFG
381
Berger Financial Group
Minnesota
$559K – – –
IAS
382
IMA Advisory Services
Colorado
$558K -$80.4K -3,597 -13%
HWA
383
HHM Wealth Advisors
Tennessee
$546K +$1.88K +84 +0.3%
SSWM
384
Smith Salley Wealth Management
North Carolina
$546K – – –
LWM
385
Laidlaw Wealth Management
New York
$545K -$176K -7,866 -24%
MCM
386
Mengis Capital Management
Oregon
$545K -$30.1K -1,347 -5%
AWMG
387
Alliance Wealth Management Group
New Jersey
$544K -$3.62K -162 -0.7%
TCM
388
Towercrest Capital Management
Pennsylvania
$544K -$3.62K -162 -0.7%
TIM
389
Thompson Investment Management
Wisconsin
$541K -$31.7K -1,419 -6%
AWP
390
Atlas Wealth Partners
Pennsylvania
$537K +$537K +23,382 New
ES
391
ETF Store
Kansas
$533K +$26.8K +1,182 +5%
MC
392
Montag & Caldwell
Georgia
$533K +$53.8K +2,406 +11%
EH
393
Equitable Holdings
New York
$530K +$216K +9,648 +69%
CAAM
394
Cornerstone Advisors Asset Management
Pennsylvania
$529K – – –
LF
395
Lantz Financial
Illinois
$528K – – –
EFS
396
Econ Financial Services
Pennsylvania
$527K -$15.2K -678 -3%
SQA
397
Simon Quick Advisors
New Jersey
$527K +$3.22K +144 +0.6%
RWP
398
Revolve Wealth Partners
New Jersey
$525K -$92.6K -4,140 -15%
TFA
399
Teamwork Financial Advisors
Texas
$523K -$25.3K -1,131 -5%
RG
400
Retirement Group
California
$522K -$84.5K -3,780 -14%
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16
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