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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
+$41.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$28.7M
3
SEI Investments
SEI Investments
Pennsylvania
+$28.5M
4
BCIM
Bishop & Co Investment Management
Pennsylvania
+$18.5M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$10.1M

Top Sellers

1
MMEA
Main Management ETF Advisors
California
-$62.3M
2
FMP
Financial Management Professionals
Texas
-$31.9M
3
MM
Main Management
California
-$21.3M
4
SA
Scarborough Advisors
Maryland
-$19.7M
5
NFG
Nadler Financial Group
Illinois
-$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
451
Independent Advisor Alliance
North Carolina
$351K +$92K +4,116 +35%
DFA
452
DHJJ Financial Advisors
Illinois
$351K +$403 +18 +0.1%
RIM
453
Rockbridge Investment Management
New York
$350K – – –
PWM
454
Prosperity Wealth Management
California
$349K -$432K -19,311 -55%
MLA
455
My Legacy Advisors
Oregon
$347K -$36.3K -1,605 -9%
WWM
456
Western Wealth Management
Colorado
$346K -$6.51K -291 -2%
ETIA
457
Epic Trust Investment Advisors
Washington
$342K -$736K -32,898 -68%
MA
458
MONECO Advisors
Connecticut
$341K +$1.01K +45 +0.3%
SIA
459
Soltis Investment Advisors
Utah
$338K +$2.48K +111 +0.7%
MSS
460
Mitchell Sinkler & Starr
Pennsylvania
$336K – – –
MFG
461
Magnus Financial Group
New York
$336K +$111K +4,965 +49%
TW
462
TrinityPoint Wealth
Connecticut
$335K +$67 +3 +0%
IF
463
Intrua Financial
Texas
$331K -$12.3K -552 -4%
VF
464
Vawter Financial
Ohio
$328K +$328K +14,679 New
SOS
465
Silver Oak Securities
Tennessee
$324K +$34.4K +1,539 +12%
WW
466
Waterfront Wealth
Kansas
$322K – – –
AT
467
American Trust
Kentucky
$316K -$33.1K -1,497 -9%
IWA
468
Intercontinental Wealth Advisors
Texas
$314K +$134 +6 +0%
RFN
469
RDA Financial Network
Iowa
$313K -$18.7K -834 -6%
TLA
470
Tanglewood Legacy Advisors
Texas
$312K – – –
CA
471
CGN Advisors
Kansas
$311K -$5.64K -252 -2%
FMWA
472
Forvis Mazars Wealth Advisors
Missouri
$311K +$311K +13,914 New
AWA
473
Acorn Wealth Advisors
Michigan
$306K +$1.81K +81 +0.6%
BWP
474
Balboa Wealth Partners
Arizona
$302K +$302K +13,503 New
ABC
475
Associated Banc-Corp
Wisconsin
$301K – – –
17 18
19
20 21