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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
Mather Group
Illinois
+$41.5M
2
Lido Advisors
Lido Advisors
California
+$22.6M
3
SEI Investments
SEI Investments
Pennsylvania
+$21M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.9M
5
HighTower Advisors
HighTower Advisors
Illinois
+$9.24M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
-$69.8M
2
LPL Financial
LPL Financial
California
-$26M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$17.9M
4
FWP
FAS Wealth Partners
Kansas
-$17.1M
5
WIA
World Investment Advisors
California
-$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
476
RBA Wealth Management
California
$315K -$23.7K -1,086 -7%
FPAS
477
Focus Partners Advisor Solutions
Missouri
$311K +$311K +14,244 New
CA
478
CGN Advisors
Kansas
$310K +$17.1K +783 +6%
IWA
479
Intercontinental Wealth Advisors
Texas
$307K +$66 +3 +0%
EH
480
Equitable Holdings
New York
$307K -$62.6K -2,862 -17%
WW
481
Waterfront Wealth
Kansas
$305K -$9.31K -426 -3%
TLA
482
Tanglewood Legacy Advisors
Texas
$305K +$305K +13,953 New
MSFS
483
Main Street Financial Solutions
Pennsylvania
$298K +$298K +13,641 New
AWA
484
Acorn Wealth Advisors
Michigan
$298K +$1.77K +81 +0.6%
ABC
485
Associated Banc-Corp
Wisconsin
$294K – – –
CIBC Private Wealth Group
486
CIBC Private Wealth Group
Georgia
$294K -$186K -8,499 -39%
PWM
487
PRW Wealth Management
Massachusetts
$293K +$293K +13,248 New
CIC
488
Carnegie Investment Counsel
Ohio
$292K +$525 +24 +0.2%
FIA
489
Foundations Investment Advisors
Arizona
$291K +$291K +13,326 New
TC
490
Tenret Company
Florida
$290K – – –
WP
491
Westmount Partners
California
$290K – – –
AIM
492
Acropolis Investment Management
Missouri
$290K – – –
Bessemer Group
493
Bessemer Group
New Jersey
$290K – – –
AAM
494
Austin Asset Management
Texas
$287K +$287K +13,119 New
FWM
495
Focused Wealth Management
New York
$284K -$1.18K -54 -0.4%
SOS
496
Silver Oak Securities
Tennessee
$283K +$8.92K +408 +3%
Bank of New York Mellon
497
Bank of New York Mellon
New York
$283K +$66 +3 +0%
SWPG
498
Strategic Wealth Partners Group
Illinois
$280K +$18.3K +846 +7%
JWM
499
Janiczek Wealth Management
Colorado
$279K -$8.08K -366 -3%
AWM
500
Accurate Wealth Management
Florida
$277K -$7.83K -357 -3%
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