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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 %
CFFP
451
Center for Financial Planning
Michigan
$370K – – –
AFP
452
Ausdal Financial Partners
Iowa
$367K -$250K -11,418 -41%
AAS
453
Annex Advisory Services
Wisconsin
$365K – – –
WC
454
Waterloo Capital
Texas
$365K +$365K +16,680 New
PGAM
455
Princeton Global Asset Management
New Jersey
$360K – – –
LF
456
LifeSteps Financial
California
$359K -$10.4K -477 -3%
GA
457
Goldstein Advisors
Wisconsin
$354K – – –
APW
458
Aurora Private Wealth
New Jersey
$353K +$328 +15 +0.1%
BIM
459
Bridges Investment Management
Nebraska
$351K -$9.84K -450 -3%
SPWM
460
Schrum Private Wealth Management
Florida
$351K +$131 +6 +0%
PWMG
461
Prestige Wealth Management Group
New Jersey
$345K – – –
WWM
462
Western Wealth Management
Colorado
$344K +$3.15K +144 +0.9%
RIM
463
Rockbridge Investment Management
New York
$343K – – –
DFA
464
DHJJ Financial Advisors
Illinois
$342K -$34.6K -1,584 -9%
MA
465
MONECO Advisors
Connecticut
$332K -$13.9K -636 -4%
GCM
466
G2 Capital Management
Ohio
$331K – – –
EA
467
Eudaimonia Advisors
Tennessee
$331K +$61.5K +2,814 +23%
IF
468
Intrua Financial
Texas
$331K +$14.7K +684 +5%
MPWT
469
MassMutual Private Wealth & Trust
Connecticut
$331K +$97.9K +4,479 +42%
MSS
470
Mitchell Sinkler & Starr
Pennsylvania
$329K +$329K +15,045 New
SIA
471
Soltis Investment Advisors
Utah
$328K – – –
Fifth Third Bancorp
472
Fifth Third Bancorp
Ohio
$328K +$7.21K +330 +2%
TW
473
TrinityPoint Wealth
Connecticut
$328K +$131 +6 +0%
RFN
474
RDA Financial Network
Iowa
$324K -$127K -5,793 -28%
EWA
475
EP Wealth Advisors
California
$319K -$2.36M -140,193 -88%
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