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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
Mather Group
Illinois
+$41.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$28.7M
3
SEI Investments
SEI Investments
Pennsylvania
+$28.5M
4
BCIM
Bishop & Co Investment Management
Pennsylvania
+$18.5M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$10.1M

Top Sellers

1
MMEA
Main Management ETF Advisors
California
-$62.3M
2
FMP
Financial Management Professionals
Texas
-$31.9M
3
MM
Main Management
California
-$21.3M
4
SA
Scarborough Advisors
Maryland
-$19.7M
5
NFG
Nadler Financial Group
Illinois
-$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LEFP
476
Leading Edge Financial Planning
Tennessee
$300K -$195K -8,700 -39%
FIA
477
Foundations Investment Advisors
Arizona
$299K +$939 +42 +0.3%
CIC
478
Carnegie Investment Counsel
Ohio
$299K +$470 +21 +0.2%
TC
479
Tenret Company
Florida
$298K +$1.28K +57 +0.4%
WP
480
Westmount Partners
California
$297K – – –
AIM
481
Acropolis Investment Management
Missouri
$297K – – –
CIBC Private Wealth Group
482
CIBC Private Wealth Group
Georgia
$297K -$3.69K -165 -1%
CAM
483
Carret Asset Management
New York
$297K +$20.1K +900 +7%
TI
484
Trexquant Investment
Connecticut
$296K +$296K +13,248 New
RWM
485
RBA Wealth Management
California
$295K -$26.3K -1,176 -8%
APW
486
Aurora Private Wealth
New Jersey
$295K -$66.1K -2,958 -18%
TWM
487
Triton Wealth Management
Arizona
$294K +$57.6K +2,511 +24%
AAM
488
Austin Asset Management
Texas
$293K – – –
FWM
489
Focused Wealth Management
New York
$292K +$1.74K +78 +0.6%
PFBT
490
Parkside Financial Bank & Trust
Missouri
$291K +$195K +8,709 +202%
SWPG
491
Strategic Wealth Partners Group
Illinois
$290K +$67 +3 +0%
AWM
492
Accurate Wealth Management
Florida
$287K +$2.16K +96 +0.8%
GCM
493
G2 Capital Management
Ohio
$287K -$52.5K -2,346 -15%
LNC
494
Lincoln National Corp
Pennsylvania
$286K +$22.3K +996 +8%
JWM
495
Janiczek Wealth Management
Colorado
$283K – – –
PWA
496
Physician Wealth Advisors
Utah
$279K +$2.02K +90 +0.7%
AIA
497
Allied Investment Advisors
Montana
$278K – – –
CS
498
Crescent Sterling
Louisiana
$275K +$12.8K +573 +5%
HCM
499
Hengehold Capital Management
Ohio
$274K +$1.61K +72 +0.6%
WPA
500
West Paces Advisors
Georgia
$271K +$130K +5,835 +93%
18 19
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