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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
1
Wealth Enhancement Advisory Services
Minnesota
$386M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$445M
3
MG
3
Mather Group
Illinois
$636M
4
SEI Investments
4
SEI Investments
Pennsylvania
$569M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$246M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$48.5M
2
NQWM
2
Northwest Quadrant Wealth Management
Oregon
$0
3
BCIM
3
Bishop & Co Investment Management
Pennsylvania
$19.4K
4
Cerity Partners
4
Cerity Partners
New York
$1.02M
5
PA
5
Prism Advisors
California
$593K
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
26
FAS Wealth Partners
Kansas
$30.7M -$1.06M -49,197 -3%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$29.9M -$2.94M -136,170 -9%
SWRP
28
Summit Wealth & Retirement Planning
California
$29.2M +$1.49M +69,498 +5%
Ameriprise
29
Ameriprise
Minnesota
$28.8M -$630K -29,304 -2%
GG
30
GenWealth Group
New Jersey
$27.2M -$550K -25,602 -2%
FFN
31
Focus Financial Network
Minnesota
$26.4M -$38.2K -1,776 -0.1%
BPA
32
Beacon Pointe Advisors
California
$25.1M +$1.73M +80,439 +7%
CI
33
CX Institutional
Indiana
$23.8M +$4.9M +228,093 +26%
BA
34
Ballast Advisors
Minnesota
$23.6M -$1.22M -56,772 -5%
XF
35
XML Financial
Maryland
$23M +$2.87M +133,707 +14%
NCMW
36
Northern Capital Management (Washington)
Washington
$21.1M +$715K +33,297 +4%
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.7M -$721K -33,564 -3%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$20.4M +$1.7M +79,335 +9%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$20.2M -$1.41M -65,685 -7%
Wells Fargo
40
Wells Fargo
California
$19.9M -$582K -27,108 -3%
PCIA
41
Prime Capital Investment Advisors
Kansas
$19.7M +$3.44M +160,092 +21%
MFGP
42
Marshall Financial Group (Pennsylvania)
Pennsylvania
$19.2M -$558K -25,983 -3%
US Bancorp
43
US Bancorp
Minnesota
$19.2M -$2.62M -121,806 -12%
MML Investors Services
44
MML Investors Services
Massachusetts
$18.7M -$2.64M -123,084 -12%
Creative Planning
45
Creative Planning
Kansas
$18.6M +$294K +13,689 +2%
GIA
46
GHP Investment Advisors
Colorado
$18.6M +$387K +18,225 +2%
SFG
47
Sage Financial Group
Pennsylvania
$17.3M -$355K -16,521 -2%
CAN
48
Cetera Advisor Networks
California
$16.8M -$105K -4,896 -0.6%
Lido Advisors
49
Lido Advisors
California
$16.3M -$2.14M -99,687 -12%
SAM
50
Summit Asset Management
Tennessee
$16.2M +$84.1K +3,912 +0.5%
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