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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 %
KLI
401
Kelman-Lazarov Inc
Tennessee
$517K -$28.8K -1,317 -5%
LF
402
Lantz Financial
Illinois
$516K – – –
NA
403
NewEdge Advisors
Louisiana
$516K -$540K -24,693 -51%
BAM
404
Belpointe Asset Management
Nevada
$514K -$1.77K -81 -0.3%
SQA
405
Simon Quick Advisors
New Jersey
$512K +$151K +6,903 +42%
ES
406
ETF Store
Kansas
$490K +$73.1K +3,339 +18%
LEFP
407
Leading Edge Financial Planning
Tennessee
$483K -$10.6K -483 -2%
AWM
408
Avior Wealth Management
Nebraska
$477K -$1.44K -66 -0.3%
HGERS
409
Householder Group Estate & Retirement Specialist
Arizona
$472K +$472K +21,609 New
MGWM
410
Marks Group Wealth Management
Minnesota
$471K – – –
MC
411
Montag & Caldwell
Georgia
$469K -$114K -5,232 -20%
NFG
412
Nations Financial Group
Iowa
$467K -$10K -459 -2%
RC
413
Roundview Capital
New Jersey
$465K +$3.48K +159 +0.8%
VST
414
Van Strum & Towne
California
$465K – – –
RIA
415
Retirement Investment Advisors
Oklahoma
$459K +$459K +21,096 New
Kovitz Investment Group Partners
416
Kovitz Investment Group Partners
Illinois
$458K +$458K +20,964 New
KCM
417
Kathmere Capital Management
Pennsylvania
$457K +$459 +21 +0.1%
BFA
418
BMS Financial Advisors
South Dakota
$456K +$456K +20,859 New
KA
419
Klingman & Associates
New York
$447K +$10.4K +474 +2%
GG
420
Greenwood Gearhart
Arkansas
$446K -$16.3K -747 -4%
CWM
421
Cadence Wealth Management
Massachusetts
$443K -$3.28K -150 -0.7%
CGFA
422
Colton Groome Financial Advisors
North Carolina
$441K -$4.41M -201,543 -91%
NEPWA
423
New England Private Wealth Advisors
Massachusetts
$440K +$2.69K +123 +0.6%
SW
424
SkyOak Wealth
Michigan
$433K -$11.7K -534 -3%
LFG
425
Larson Financial Group
Missouri
$433K -$14.8K -678 -3%
15 16
17
18 19