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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
1
Mather Group
Illinois
$563M
2
Lido Advisors
2
Lido Advisors
California
$23M
3
SEI Investments
3
SEI Investments
Pennsylvania
$522M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$204M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$56.1M

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$281M
2
LPL Financial
2
LPL Financial
California
$70.6M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.31B
4
FWP
4
FAS Wealth Partners
Kansas
$34.7M
5
WIA
5
World Investment Advisors
California
$821K
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
26
Moneta Group Investment Advisors
Missouri
$38M +$3.38M +154,713 +10%
FWP
27
FAS Wealth Partners
Kansas
$34.7M -$17.1M -782,430 -33%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$34.2M -$10.3M -473,076 -23%
FMP
29
Financial Management Professionals
Texas
$31.2M +$315K +14,412 +1%
CI
30
CX Institutional
Indiana
$30.6M +$5.52M +251,274 +22%
US Bancorp
31
US Bancorp
Minnesota
$28.8M -$2.49M -114,027 -8%
SWRP
32
Summit Wealth & Retirement Planning
California
$28.6M +$2.18M +99,504 +8%
GG
33
GenWealth Group
New Jersey
$28M -$324K -14,808 -1%
Wells Fargo
34
Wells Fargo
California
$27.6M +$359K +16,413 +1%
Bank of America
35
Bank of America
North Carolina
$27.2M -$114K -5,217 -0.4%
BA
36
Ballast Advisors
Minnesota
$26.9M -$268K -12,264 -1%
FFN
37
Focus Financial Network
Minnesota
$26.9M -$450K -20,583 -2%
Lido Advisors
38
Lido Advisors
California
$23M +$22.6M +1,035,654 +5,862%
BPA
39
Beacon Pointe Advisors
California
$22.2M -$181K -8,280 -0.8%
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21.8M -$1.35M -61,908 -6%
MM
41
Main Management
California
$21.3M +$106K +4,860 +0.5%
NQWM
42
Northwest Quadrant Wealth Management
Oregon
$21.2M +$1.09M +50,052 +5%
NCMW
43
Northern Capital Management (Washington)
Washington
$20.1M +$621K +28,392 +3%
MFGP
44
Marshall Financial Group (Pennsylvania)
Pennsylvania
$19.7M -$457K -20,898 -2%
SA
45
Scarborough Advisors
Maryland
$19.7M +$131K +6,012 +0.7%
Creative Planning
46
Creative Planning
Kansas
$19.6M -$8.11M -371,043 -29%
VWA
47
Visionary Wealth Advisors
Illinois
$18.5M +$302K +13,827 +2%
SFG
48
Sage Financial Group
Pennsylvania
$18.4M +$423K +19,344 +2%
GIA
49
GHP Investment Advisors
Colorado
$18M +$1.13M +51,624 +7%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$17.7M -$3.36M -153,834 -16%
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