SCHV icon

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
$618M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$237M
3
SEI Investments
SEI Investments
Pennsylvania
$562M
4
BCIM
Bishop & Co Investment Management
Pennsylvania
$18.8M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$19.5M

Top Sellers

1
MMEA
Main Management ETF Advisors
California
$0
2
FMP
Financial Management Professionals
Texas
$119K
3
MM
Main Management
California
$0
4
SA
Scarborough Advisors
Maryland
$0
5
NFG
Nadler Financial Group
Illinois
$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
426
Evanson Asset Management
California
$435K +$435K +19,449 New
CAG
427
Csenge Advisory Group
Florida
$428K +$3.36K +150 +0.8%
DWT
428
Dorsey & Whitney Trust
South Dakota
$427K – – –
RA
429
Resolute Advisors
California
$422K +$1.95K +87 +0.5%
CW
430
CIC Wealth
Maryland
$422K – – –
MFC
431
Morris Financial Concepts
South Carolina
$421K +$4.09K +183 +1%
Stifel Financial
432
Stifel Financial
Missouri
$419K -$1.54K -69 -0.4%
EP
433
Eudaimonia Partners
Tennessee
$418K -$232K -10,362 -36%
AWM
434
Avior Wealth Management
Nebraska
$415K -$73.4K -3,282 -15%
DIS
435
Diversified Investment Strategies
Louisiana
$402K -$23.8K -1,065 -6%
EHC
436
Everett Harris & Co
California
$402K +$14.2K +633 +4%
PIMG
437
Patriot Investment Management Group
Tennessee
$399K – – –
AIS
438
American Investment Services
Massachusetts
$393K -$966K -43,200 -71%
OCPWS
439
One Charles Private Wealth Services
Massachusetts
$389K – – –
EA
440
Eudaimonia Advisors
Tennessee
$388K +$48.8K +2,181 +14%
CGFA
441
Colton Groome Financial Advisors
North Carolina
$383K -$67.6K -3,021 -15%
WC
442
Waterloo Capital
Texas
$375K +$1.95K +87 +0.5%
FPAS
443
Focus Partners Advisor Solutions
Missouri
$373K +$54.1K +2,421 +17%
NHT
444
New Hampshire Trust
New Hampshire
$370K -$17.2K -771 -4%
PGAM
445
Princeton Global Asset Management
New Jersey
$369K – – –
LF
446
LifeSteps Financial
California
$369K +$872 +39 +0.2%
GA
447
Goldstein Advisors
Wisconsin
$362K – – –
BIM
448
Bridges Investment Management
Nebraska
$359K – – –
SPWM
449
Schrum Private Wealth Management
Florida
$359K +$67 +3 +0%
PWMG
450
Prestige Wealth Management Group
New Jersey
$353K – – –
16 17
18
19 20