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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 %
KC
426
Kades & Cheifetz
Pennsylvania
$431K -$5.25K -240 -1%
CIR
427
Clear Investment Research
Georgia
$428K – – –
DWP
428
Destiny Wealth Partners
Florida
$417K -$109K -4,965 -21%
DWT
429
Dorsey & Whitney Trust
South Dakota
$417K – – –
DIS
430
Diversified Investment Strategies
Louisiana
$416K +$65.4K +2,991 +19%
CAG
431
Csenge Advisory Group
Florida
$415K +$2.03K +93 +0.5%
CW
432
CIC Wealth
Maryland
$412K – – –
Stifel Financial
433
Stifel Financial
Missouri
$411K -$6.89K -315 -2%
RA
434
Resolute Advisors
California
$411K +$411K +18,801 New
MFC
435
Morris Financial Concepts
South Carolina
$408K -$6.23K -285 -2%
AAS
436
Ameritas Advisory Services
Nebraska
$406K +$115K +5,190 +40%
BIA
437
Bigelow Investment Advisors
Maine
$399K +$34.5K +1,578 +9%
EL
438
Essex LLC
Illinois
$392K – – –
PIMG
439
Patriot Investment Management Group
Tennessee
$390K -$525 -24 -0.1%
OCPWS
440
One Charles Private Wealth Services
Massachusetts
$380K – – –
BC
441
Bartlett & Co
Ohio
$379K -$2.95K -135 -0.8%
BCWM
442
Bartlett & Co Wealth Management
Ohio
$379K -$2.95K -135 -0.8%
EHC
443
Everett Harris & Co
California
$379K – – –
NHT
444
New Hampshire Trust
New Hampshire
$378K -$26.5K -1,212 -7%
DW
445
Domani Wealth
Pennsylvania
$376K – – –
PFA
446
Petra Financial Advisors
Colorado
$374K -$3.44M -157,473 -90%
IW
447
Imprint Wealth
South Carolina
$373K +$373K +17,112 New
SSW
448
Stone Summit Wealth
Florida
$372K -$459 -21 -0.1%
MLA
449
My Legacy Advisors
Oregon
$371K -$6.84K -312 -2%
AF
450
Allworth Financial
California
$370K -$12.1K -552 -3%
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