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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 %
MLA
451
My Legacy Advisors
Oregon
$318K -$5.19K -246 -2%
AAS
452
Ameritas Advisory Services
Nebraska
$316K +$316K +14,700 New
PIMG
453
Patriot Investment Management Group
Tennessee
$302K -$81.1K -3,774 -21%
TLA
454
Tanglewood Legacy Advisors
Texas
$300K – – –
AWM
455
Accurate Wealth Management
Florida
$296K +$21.4K +993 +8%
AWA
456
Acorn Wealth Advisors
Michigan
$295K +$322 +15 +0.1%
PWMG
457
Prestige Wealth Management Group
New Jersey
$295K -$44.9K -2,088 -13%
WW
458
Waterfront Wealth
Kansas
$290K – – –
ABC
459
Associated Banc-Corp
Wisconsin
$289K – – –
CIC
460
Carnegie Investment Counsel
Ohio
$288K +$1.23K +57 +0.4%
RWM
461
RBA Wealth Management
California
$287K +$3.09K +144 +1%
WP
462
Westmount Partners
California
$285K – – –
AIM
463
Acropolis Investment Management
Missouri
$285K – – –
IP
464
Ignite Planners
California
$278K -$147K -6,993 -35%
TWM
465
Triton Wealth Management
Arizona
$276K -$453 -21 -0.2%
GCM
466
G2 Capital Management
Ohio
$275K – – –
SWPG
467
Strategic Wealth Partners Group
Illinois
$275K -$3.87K -180 -1%
PWM
468
PRW Wealth Management
Massachusetts
$273K +$273K +13,248 New
JWM
469
Janiczek Wealth Management
Colorado
$272K +$64 +3 +0%
MA
470
MONECO Advisors
Connecticut
$271K -$56.7K -2,637 -17%
AAM
471
Austin Asset Management
Texas
$270K -$11.9K -555 -4%
PWA
472
Physician Wealth Advisors
Utah
$266K +$960 +45 +0.4%
SPC
473
Sigma Planning Corp
Michigan
$263K +$27K +1,257 +11%
HCM
474
Hengehold Capital Management
Ohio
$262K -$1.61K -75 -0.6%
LEFP
475
Leading Edge Financial Planning
Tennessee
$262K -$26.4K -1,227 -9%
17 18
19
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