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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 %
BFG
376
Berger Financial Group
Minnesota
$529K -$9.02K -420 -2%
AIP
377
Almanack Investment Partners
Pennsylvania
$524K -$232K -10,806 -31%
TCM
378
Towercrest Capital Management
Pennsylvania
$524K +$580 +27 +0.1%
HWA
379
HHM Wealth Advisors
Tennessee
$523K -$2K -93 -0.4%
TFA
380
Teamwork Financial Advisors
Texas
$520K +$17K +792 +3%
FAG
381
Fortitude Advisory Group
Washington
$518K -$90.3K -4,203 -15%
NFG
382
Nations Financial Group
Iowa
$516K +$87.5K +4,074 +20%
BBW
383
Blue Barn Wealth
Utah
$515K -$32.4K -1,506 -6%
SOS
384
Silver Oak Securities
Tennessee
$514K +$203K +9,450 +65%
SQA
385
Simon Quick Advisors
New Jersey
$509K +$3.29K +153 +0.6%
CAAM
386
Cornerstone Advisors Asset Management
Pennsylvania
$508K – – –
LF
387
Lantz Financial
Illinois
$507K – – –
TRCT
388
Tower Research Capital (TRC)
New York
$505K +$357K +16,632 +243%
MCM
389
Mengis Capital Management
Oregon
$503K -$20.4K -951 -4%
RWP
390
Revolve Wealth Partners
New Jersey
$503K -$1.48K -69 -0.3%
VST
391
Van Strum & Towne
California
$498K +$43.5K +2,025 +10%
RG
392
Retirement Group
California
$491K -$10.5K -489 -2%
GG
393
Greenwood Gearhart
Arkansas
$486K +$28.6K +1,329 +6%
PL
394
Plancorp LLC
Missouri
$479K +$248K +11,550 +107%
PNC Financial Services Group
395
PNC Financial Services Group
Pennsylvania
$479K -$190K -8,835 -28%
SSW
396
Stone Summit Wealth
Florida
$478K +$53K +2,466 +12%
AIM
397
Anchor Investment Management
South Carolina
$471K +$309K +14,400 +191%
Stifel Financial
398
Stifel Financial
Missouri
$464K +$61.4K +2,856 +15%
MGWM
399
Marks Group Wealth Management
Minnesota
$463K – – –
CIR
400
Clear Investment Research
Georgia
$458K – – –
14 15
16
17 18