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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 %
EHC
401
Everett Harris & Co
California
$453K +$67.4K +3,135 +17%
KCM
402
Kathmere Capital Management
Pennsylvania
$451K +$1.1K +51 +0.2%
HGERS
403
Householder Group Estate & Retirement Specialist
Arizona
$449K +$449K +20,874 New
KA
404
Klingman & Associates
New York
$448K +$8.64K +402 +2%
GC
405
Gilbert & Cook
Iowa
$444K -$32.7K -1,521 -7%
MWM
406
Mission Wealth Management
California
$442K -$244K -11,373 -36%
LFG
407
Larson Financial Group
Missouri
$431K +$3.74K +174 +0.9%
KC
408
Kades & Cheifetz
Pennsylvania
$429K +$5.48K +255 +1%
AIM
409
Avity Investment Management
Connecticut
$428K -$915K -42,606 -68%
SWM
410
Silverlake Wealth Management
Vermont
$424K -$164K -7,653 -28%
Kovitz Investment Group Partners
411
Kovitz Investment Group Partners
Illinois
$423K +$1.55K +72 +0.4%
CWM
412
Cadence Wealth Management
Massachusetts
$420K -$20.1K -936 -5%
CFFP
413
Center for Financial Planning
Michigan
$420K – – –
CAG
414
Csenge Advisory Group
Florida
$415K +$4.45K +207 +1%
NHT
415
New Hampshire Trust
New Hampshire
$414K +$58.7K +2,733 +17%
BCWM
416
Bartlett & Co Wealth Management
Ohio
$412K -$6.12K -285 -1%
BC
417
Bartlett & Co
Ohio
$412K -$6.12K -285 -1%
I
418
INVST
Indiana
$411K +$213K +9,903 +107%
DWP
419
Destiny Wealth Partners
Florida
$410K – – –
DWT
420
Dorsey & Whitney Trust
South Dakota
$410K – – –
CW
421
CIC Wealth
Maryland
$405K – – –
MFC
422
Morris Financial Concepts
South Carolina
$403K -$1.87K -87 -0.5%
TW
423
TrinityPoint Wealth
Connecticut
$399K +$76.7K +3,570 +24%
RCM
424
Radnor Capital Management
Pennsylvania
$391K +$391K +18,210 New
PAMG
425
Patton Albertson Miller Group
Tennessee
$391K -$45.4K -2,115 -10%
15 16
17
18 19