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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 %
AWM
426
Avior Wealth Management
Nebraska
$390K -$9.09K -423 -2%
KLI
427
Kelman-Lazarov Inc
Tennessee
$387K -$91.1K -4,242 -19%
SIA
428
Soltis Investment Advisors
Utah
$383K +$58.6K +2,727 +18%
WAP
429
Wealthcare Advisory Partners
Pennsylvania
$381K +$381K +17,721 New
AIS
430
American Investment Services
Massachusetts
$378K – – –
DIS
431
Diversified Investment Strategies
Louisiana
$375K -$11.9K -555 -3%
WWM
432
Western Wealth Management
Colorado
$373K +$41.2K +1,920 +12%
CIBC Private Wealth Group
433
CIBC Private Wealth Group
Georgia
$371K +$85.9K +3,996 +30%
CGFA
434
Colton Groome Financial Advisors
North Carolina
$365K -$3.55K -165 -1%
WC
435
Waterloo Capital
Texas
$362K +$2K +93 +0.6%
PFGIA
436
Patriot Financial Group Insurance Agency
Massachusetts
$362K +$362K +16,833 New
RC
437
Roundview Capital
New Jersey
$360K -$63K -2,934 -15%
OCPWS
438
One Charles Private Wealth Services
Massachusetts
$356K -$17.2K -801 -5%
BMO
439
Beck Mack & Oliver
New York
$354K +$354K +16,452 New
LF
440
LifeSteps Financial
California
$352K -$1.81K -84 -0.5%
PGAM
441
Princeton Global Asset Management
New Jersey
$352K -$1.93K -90 -0.5%
APW
442
Aurora Private Wealth
New Jersey
$352K +$68.1K +3,168 +24%
CAM
443
Carret Asset Management
New York
$350K +$64.8K +3,018 +23%
GA
444
Goldstein Advisors
Wisconsin
$348K – – –
SPWM
445
Schrum Private Wealth Management
Florida
$345K +$129 +6 +0%
BIM
446
Bridges Investment Management
Nebraska
$344K -$1.61K -75 -0.5%
IAA
447
Independent Advisor Alliance
North Carolina
$338K – – –
RIM
448
Rockbridge Investment Management
New York
$337K – – –
PWM
449
Prosperity Wealth Management
California
$325K -$10.9K -507 -3%
IF
450
Intrua Financial
Texas
$320K +$1.48K +69 +0.5%
16 17
18
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