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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
Wealth Enhancement Advisory Services
Minnesota
+$129M
2
Osaic Holdings
Osaic Holdings
Arizona
+$75.1M
3
MG
Mather Group
Illinois
+$42.1M
4
SEI Investments
SEI Investments
Pennsylvania
+$28.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.5M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$40.8M
2
NQWM
Northwest Quadrant Wealth Management
Oregon
-$22.1M
3
BCIM
Bishop & Co Investment Management
Pennsylvania
-$18.8M
4
Cerity Partners
Cerity Partners
New York
-$16.1M
5
PA
Prism Advisors
California
-$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
476
Foundations Investment Advisors
Arizona
$260K -$26.7K -1,245 -9%
AIM
477
AHL Investment Management
Florida
$260K – – –
AIA
478
Allied Investment Advisors
Montana
$260K -$7.09K -330 -3%
CAM
479
Clark Asset Management
New Hampshire
$259K +$36.8K +1,713 +17%
PFBT
480
Parkside Financial Bank & Trust
Missouri
$257K -$22.4K -1,041 -8%
EAM
481
Evanson Asset Management
California
$257K -$161K -7,500 -39%
GWA
482
Geometric Wealth Advisors
District of Columbia
$257K +$12.1K +564 +5%
CS
483
Crescent Sterling
Louisiana
$256K -$7.67K -357 -3%
AAS
484
Annex Advisory Services
Wisconsin
$255K +$64 +3 +0%
HWA
485
Hillcrest Wealth Advisors
New Jersey
$253K – – –
DFA
486
DHJJ Financial Advisors
Illinois
$253K -$84.1K -3,912 -25%
NA
487
NewEdge Advisors
Louisiana
$253K +$204K +9,501 +421%
CA
488
Clearstead Advisors
Ohio
$250K +$126K +5,868 +101%
LNC
489
Lincoln National Corp
Pennsylvania
$249K -$25.1K -1,167 -9%
VCWA
490
Vanguard Capital Wealth Advisors
Colorado
$249K +$17.7K +825 +8%
Empower Advisory Group
491
Empower Advisory Group
Colorado
$246K +$2.45K +114 +1%
AIA
492
AIMZ Investment Advisors
California
$245K – – –
TWM
493
TriaGen Wealth Management
California
$243K – – –
GWM
494
Geneos Wealth Management
Colorado
$242K +$54.7K +2,544 +29%
QHA
495
Quarry Hill Advisors
Minnesota
$242K – – –
UWM
496
USAdvisors Wealth Management
Minnesota
$241K +$241K +11,244 New
WMR
497
Wealth Management Resources
Rhode Island
$239K – – –
CFS
498
CRA Financial Services
New Jersey
$237K +$129 +6 +0.1%
EL
499
Essex LLC
Illinois
$237K +$29.1K +1,356 +14%
CCM
500
Cutler Capital Management
Massachusetts
$236K -$5.87K -273 -2%
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