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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

722 hedge funds and large institutions have $7.59B invested in Schwab US Large-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 230 increasing their positions, 260 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
+81
Holders Change %
+12.64%
% of All Funds
10.58%
Holding in Top 10
66
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+29.41%
% of All Funds
0.97%
New
117
Increased
230
Reduced
260
Closed
30
Calls
$1.63M
Puts
–
Net Calls
+$1.63M
Net Calls Change
+$422K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$109M
2
Morgan Stanley
Morgan Stanley
New York
+$51.8M
3
MG
Mather Group
Illinois
+$47.7M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$38.3M
5
Goldman Sachs
Goldman Sachs
New York
+$26.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$86.9M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$25.2M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$18.3M
4
Lido Advisors
Lido Advisors
California
-$15.2M
5
DP
Denver PWM
Colorado
-$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EHC
426
Everett Harris & Co
California
$510K +$17.5K +750 +4%
GG
427
Greenwood Gearhart
Arkansas
$504K -$24K -1,029 -5%
MGWM
428
Marks Group Wealth Management
Minnesota
$504K – – –
FAG
429
Fortitude Advisory Group
Washington
$500K -$62.9K -2,691 -11%
MCM
430
Mengis Capital Management
Oregon
$500K -$46.7K -1,998 -9%
BBW
431
Blue Barn Wealth
Utah
$495K -$65K -2,781 -12%
KCM
432
Kathmere Capital Management
Pennsylvania
$491K +$70 +3 +0%
KA
433
Klingman & Associates
New York
$487K – – –
CIR
434
Clear Investment Research
Georgia
$486K -$13K -555 -3%
LFG
435
Larson Financial Group
Missouri
$475K +$6.38K +273 +1%
CWM
436
Cadence Wealth Management
Massachusetts
$471K +$13.4K +573 +3%
MAG
437
Mayfair Advisory Group
Alabama
$469K +$469K +20,007 New
AIM
438
Avity Investment Management
Connecticut
$466K +$70 +3 +0%
GC
439
Gilbert & Cook
Iowa
$464K -$18.5K -792 -4%
CFFP
440
Center for Financial Planning
Michigan
$456K – – –
HGERS
441
Householder Group Estate & Retirement Specialist
Arizona
$449K -$38.7K -1,656 -8%
DWT
442
Dorsey & Whitney Trust
South Dakota
$446K – – –
DWP
443
Destiny Wealth Partners
Florida
$443K – – –
Kovitz Investment Group Partners
444
Kovitz Investment Group Partners
Illinois
$441K -$18.9K -810 -4%
KC
445
Kades & Cheifetz
Pennsylvania
$441K -$25.8K -1,104 -6%
Stifel Financial
446
Stifel Financial
Missouri
$438K -$66.9K -2,862 -13%
WMG
447
WESCAP Management Group
California
$434K +$434K +18,558 New
MFC
448
Morris Financial Concepts
South Carolina
$433K -$5.05K -216 -1%
RCM
449
Radnor Capital Management
Pennsylvania
$426K – – –
PAMG
450
Patton Albertson Miller Group
Tennessee
$425K – – –
16 17
18
19 20