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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

721 hedge funds and large institutions have $7.59B invested in Schwab US Large-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 230 increasing their positions, 260 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+80
Holders Change %
+12.48%
% of All Funds
10.57%
Holding in Top 10
66
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+29.41%
% of All Funds
0.97%
New
116
Increased
230
Reduced
260
Closed
30
Calls
$1.63M
Puts
–
Net Calls
+$1.63M
Net Calls Change
+$422K

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$728M
2
Morgan Stanley
2
Morgan Stanley
New York
$96.6M
3
MG
3
Mather Group
Illinois
$739M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$458M
5
Goldman Sachs
5
Goldman Sachs
New York
$27.5M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$397M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.37B
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$34.4M
4
Lido Advisors
4
Lido Advisors
California
$2.5M
5
DP
5
Denver PWM
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$34.4M -$18.3M -784,467 -35%
SWRP
27
Summit Wealth & Retirement Planning
California
$33.7M +$1.98M +84,681 +6%
Ameriprise
28
Ameriprise
Minnesota
$32.7M +$1.38M +58,866 +4%
SAMC
29
Spectrum Asset Management (California)
California
$30.7M +$14.8M +631,641 +92%
GG
30
GenWealth Group
New Jersey
$30.3M +$665K +28,479 +2%
FWP
31
FAS Wealth Partners
Kansas
$30.2M -$3.12M -133,377 -9%
DW
32
Dodds Wealth
Colorado
$30.1M +$30.1M +1,288,206 New
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$28M -$4.4M -188,487 -14%
Goldman Sachs
34
Goldman Sachs
New York
$27.5M +$26.8M +1,145,862 +3,698%
HWM
35
HRC Wealth Management
Idaho
$26.8M +$26.8M +1,145,901 New
CI
36
CX Institutional
Indiana
$26.3M +$409K +17,484 +2%
Wells Fargo
37
Wells Fargo
California
$25.9M +$4.27M +182,526 +20%
XF
38
XML Financial
Maryland
$25.7M +$667K +28,527 +3%
BA
39
Ballast Advisors
Minnesota
$25M -$608K -26,034 -2%
BPA
40
Beacon Pointe Advisors
California
$24.9M -$2.34M -100,305 -9%
CCWA
41
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.6M +$1.12M +47,955 +5%
NCMW
42
Northern Capital Management (Washington)
Washington
$23.3M +$355K +15,201 +2%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$22.9M +$695K +29,745 +3%
PCIA
44
Prime Capital Investment Advisors
Kansas
$21.8M +$402K +17,202 +2%
CFG
45
Cooper Financial Group
California
$21M +$21M +897,975 New
GIA
46
GHP Investment Advisors
Colorado
$20.9M +$504K +21,585 +2%
MFGP
47
Marshall Financial Group (Pennsylvania)
Pennsylvania
$20.9M -$13.7K -585 -0.1%
SFG
48
Sage Financial Group
Pennsylvania
$20.1M +$1.21M +51,591 +6%
AWM
49
Apollon Wealth Management
South Carolina
$19.9M +$8.75M +374,292 +78%
Creative Planning
50
Creative Planning
Kansas
$19.4M -$736K -31,512 -4%
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