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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 %
PWA
501
Physician Wealth Advisors
Utah
$274K -$83.8K -3,768 -23%
AIA
502
Allied Investment Advisors
Montana
$271K -$5.51K -252 -2%
CAM
503
Carret Asset Management
New York
$270K – – –
AT
504
American Trust
Kentucky
$266K +$2.03K +120 +0.8%
HCM
505
Hengehold Capital Management
Ohio
$266K +$1.51K +69 +0.6%
AIM
506
AHL Investment Management
Florida
$265K – – –
SAG
507
SageView Advisory Group
California
$263K +$4.98K +228 +2%
Empower Advisory Group
508
Empower Advisory Group
Colorado
$262K +$262K +11,943 New
HWA
509
Hillcrest Wealth Advisors
New Jersey
$258K – – –
LNC
510
Lincoln National Corp
Pennsylvania
$257K -$76.5K -3,498 -23%
CS
511
Crescent Sterling
Louisiana
$256K +$20.8K +951 +9%
IAA
512
Independent Advisor Alliance
North Carolina
$253K -$89.3K -4,086 -26%
APG
513
Abacus Planning Group
South Carolina
$250K -$166K -7,590 -40%
AIA
514
AIMZ Investment Advisors
California
$249K – – –
GWA
515
Geometric Wealth Advisors
District of Columbia
$249K +$14.2K +648 +6%
TWM
516
TriaGen Wealth Management
California
$247K -$16.2K -741 -6%
TSS
517
Two Sigma Securities
New York
$247K +$247K +11,307 New
USCWA
518
U.S. Capital Wealth Advisors
Texas
$247K -$19.5K -894 -7%
QHA
519
Quarry Hill Advisors
Minnesota
$246K -$35.7K -1,635 -13%
SC
520
Shearwater Capital
Colorado
$242K +$222K +10,158 +1,096%
CFS
521
CRA Financial Services
New Jersey
$241K -$6.43K -294 -3%
YIA
522
YHB Investment Advisors
Connecticut
$239K +$1.71K +78 +0.7%
LC
523
Landaas & Company
Wisconsin
$237K – – –
PL
524
Plancorp LLC
Missouri
$235K – – –
KBFS
525
Kohmann Bosshard Financial Services
Ohio
$235K – – –
19 20
21
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