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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 %
AIM
501
AHL Investment Management
Florida
$271K – – –
AAS
502
Annex Advisory Services
Wisconsin
$266K -$108K -4,824 -29%
HWA
503
Hillcrest Wealth Advisors
New Jersey
$263K – – –
GWA
504
Geometric Wealth Advisors
District of Columbia
$256K +$540 +24 +0.2%
AIA
505
AIMZ Investment Advisors
California
$255K – – –
AssetMark Inc
506
AssetMark Inc
California
$253K +$253K +11,328 New
Empower Advisory Group
507
Empower Advisory Group
Colorado
$253K -$13.8K -618 -5%
TWM
508
TriaGen Wealth Management
California
$253K – – –
CCM
509
Cutler Capital Management
Massachusetts
$252K +$252K +11,274 New
QHA
510
Quarry Hill Advisors
Minnesota
$252K -$268 -12 -0.1%
CPIG
511
Chicago Partners Investment Group
Illinois
$248K +$16.4K +717 +7%
SC
512
Shearwater Capital
Colorado
$248K – – –
CFS
513
CRA Financial Services
New Jersey
$247K +$201 +9 +0.1%
SPC
514
Sigma Planning Corp
Michigan
$245K -$1.07M -48,045 -81%
CA
515
Cambridge Advisors
Nebraska
$244K +$244K +10,929 New
LC
516
Landaas & Company
Wisconsin
$243K – – –
VCWA
517
Vanguard Capital Wealth Advisors
Colorado
$241K +$6.98K +312 +3%
PL
518
Plancorp LLC
Missouri
$241K – – –
KBFS
519
Kohmann Bosshard Financial Services
Ohio
$240K – – –
WMR
520
Wealth Management Resources
Rhode Island
$239K -$540K -24,162 -69%
YIA
521
YHB Investment Advisors
Connecticut
$238K -$6.37K -285 -3%
CCMG
522
Clark Capital Management Group
Pennsylvania
$235K +$235K +10,512 New
AFP
523
Ausdal Financial Partners
Iowa
$231K -$144K -6,426 -38%
CAM
524
Clark Asset Management
New Hampshire
$231K – – –
B
525
Bensler
Washington
$230K +$268 +12 +0.1%
19 20
21
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