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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
1
Mather Group
Illinois
$618M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$237M
3
SEI Investments
3
SEI Investments
Pennsylvania
$562M
4
BCIM
4
Bishop & Co Investment Management
Pennsylvania
$18.8M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$19.5M

Top Sellers

1
MMEA
1
Main Management ETF Advisors
California
$0
2
FMP
2
Financial Management Professionals
Texas
$119K
3
MM
3
Main Management
California
$0
4
SA
4
Scarborough Advisors
Maryland
$0
5
NFG
5
Nadler Financial Group
Illinois
$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
26
FAS Wealth Partners
Kansas
$33M -$2.48M -110,823 -7%
Bank of America
27
Bank of America
North Carolina
$32.5M +$4.65M +207,999 +17%
Ameriprise
28
Ameriprise
Minnesota
$30.6M -$9.14M -408,951 -23%
GG
29
GenWealth Group
New Jersey
$28.9M +$243K +10,887 +0.8%
SWRP
30
Summit Wealth & Retirement Planning
California
$28.8M -$492K -22,020 -2%
FFN
31
Focus Financial Network
Minnesota
$27.5M +$30.9K +1,380 +0.1%
BA
32
Ballast Advisors
Minnesota
$25.8M -$1.76M -78,603 -6%
BPA
33
Beacon Pointe Advisors
California
$24.3M +$1.57M +70,356 +7%
US Bancorp
34
US Bancorp
Minnesota
$22.7M -$6.73M -300,807 -23%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$22.5M +$4.31M +192,735 +24%
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$22.3M -$35.2K -1,572 -0.2%
MML Investors Services
37
MML Investors Services
Massachusetts
$22.2M +$5.13M +229,515 +30%
NQWM
38
Northwest Quadrant Wealth Management
Oregon
$22.1M +$373K +16,674 +2%
Wells Fargo
39
Wells Fargo
California
$21.3M -$6.91M -308,799 -25%
NCMW
40
Northern Capital Management (Washington)
Washington
$21.2M +$693K +31,008 +3%
XF
41
XML Financial
Maryland
$21M +$3.8M +170,073 +22%
MFGP
42
Marshall Financial Group (Pennsylvania)
Pennsylvania
$20.6M +$400K +17,901 +2%
CI
43
CX Institutional
Indiana
$19.6M -$11.5M -513,255 -37%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$19.5M +$10.1M +453,696 +108%
GIA
45
GHP Investment Advisors
Colorado
$19.5M +$765K +33,558 +4%
Lido Advisors
46
Lido Advisors
California
$19.2M -$4.36M -194,886 -19%
Creative Planning
47
Creative Planning
Kansas
$19M -$1.02M -45,582 -5%
BCIM
48
Bishop & Co Investment Management
Pennsylvania
$18.8M +$18.5M +3,729,297 +6,350%
SFG
49
Sage Financial Group
Pennsylvania
$18.4M -$389K -17,394 -2%
Cerity Partners
50
Cerity Partners
New York
$17.8M +$559K +24,993 +3%
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