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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
+$41.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$28.7M
3
SEI Investments
SEI Investments
Pennsylvania
+$28.5M
4
BCIM
Bishop & Co Investment Management
Pennsylvania
+$18.5M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$10.1M

Top Sellers

1
MMEA
Main Management ETF Advisors
California
-$62.3M
2
FMP
Financial Management Professionals
Texas
-$31.9M
3
MM
Main Management
California
-$21.3M
4
SA
Scarborough Advisors
Maryland
-$19.7M
5
NFG
Nadler Financial Group
Illinois
-$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
401
SkyOak Wealth
Michigan
$515K +$72K +3,219 +16%
KLI
402
Kelman-Lazarov Inc
Tennessee
$498K -$31.4K -1,404 -6%
GC
403
Gilbert & Cook
Iowa
$496K +$496K +22,176 New
MGWM
404
Marks Group Wealth Management
Minnesota
$482K – – –
CIR
405
Clear Investment Research
Georgia
$477K +$39K +1,743 +9%
BIA
406
Bigelow Investment Advisors
Maine
$476K +$67.6K +3,024 +17%
GG
407
Greenwood Gearhart
Arkansas
$476K +$19.2K +858 +4%
VST
408
Van Strum & Towne
California
$473K -$2.01K -90 -0.4%
KCM
409
Kathmere Capital Management
Pennsylvania
$469K +$1.28K +57 +0.3%
AIC
410
Ayalon Insurance Company
Israel
$468K +$468K +20,916 New
CWM
411
Cadence Wealth Management
Massachusetts
$458K +$5.1K +228 +1%
KA
412
Klingman & Associates
New York
$457K – – –
PAMG
413
Patton Albertson Miller Group
Tennessee
$454K -$516K -23,094 -53%
IP
414
Ignite Planners
California
$447K -$203K -9,195 -31%
NFG
415
Nations Financial Group
Iowa
$446K -$32.1K -1,437 -7%
LFG
416
Larson Financial Group
Missouri
$444K +$1.54K +69 +0.3%
SSW
417
Stone Summit Wealth
Florida
$443K +$62.3K +2,787 +16%
KC
418
Kades & Cheifetz
Pennsylvania
$441K +$67 +3 +0%
RC
419
Roundview Capital
New Jersey
$441K -$35.1K -1,569 -7%
Kovitz Investment Group Partners
420
Kovitz Investment Group Partners
Illinois
$439K -$29.9K -1,335 -6%
DWP
421
Destiny Wealth Partners
Florida
$438K – – –
CFFP
422
Center for Financial Planning
Michigan
$437K +$58.7K +2,625 +16%
IW
423
Imprint Wealth
South Carolina
$436K +$47.6K +2,097 +12%
BCWM
424
Bartlett & Co Wealth Management
Ohio
$435K +$47.7K +2,133 +12%
BC
425
Bartlett & Co
Ohio
$435K +$47.7K +2,133 +12%
15 16
17
18 19