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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 %
CA
501
Cambridge Advisors
Nebraska
$235K +$258 +12 +0.1%
LC
502
Landaas & Company
Wisconsin
$233K – – –
AWA
503
Arkadios Wealth Advisors
Georgia
$231K +$231K +10,770 New
KBFS
504
Kohmann Bosshard Financial Services
Ohio
$231K – – –
VCA
505
Verdence Capital Advisors
Maryland
$222K +$222K +10,341 New
IFPL
506
Investments & Financial Planning LLC
Kentucky
$222K +$1.48K +69 +0.7%
B
507
Bensler
Washington
$221K +$258 +12 +0.1%
Renaissance Technologies
508
Renaissance Technologies
New York
$219K -$386K -18,000 -64%
AFP
509
Ausdal Financial Partners
Iowa
$218K -$4K -186 -2%
APG
510
Abacus Planning Group
South Carolina
$217K +$193 +9 +0.1%
SC
511
Shearwater Capital
Colorado
$215K -$23.5K -1,092 -10%
IWP
512
IAG Wealth Partners
Wisconsin
$214K – – –
RFN
513
RDA Financial Network
Iowa
$214K -$86.8K -4,041 -29%
SIA
514
SeaBridge Investment Advisors
New Jersey
$212K – – –
RGF
515
Retirement Guys Formula
Ohio
$212K -$9.63M -448,386 -98%
CD
516
Chapin Davis
Maryland
$211K – – –
CPIG
517
Chicago Partners Investment Group
Illinois
$210K -$14.7K -708 -7%
Qube Research & Technologies (QRT)
518
Qube Research & Technologies (QRT)
United Kingdom
$210K +$196K +9,105 +1,349%
FWM
519
Forza Wealth Management
Florida
$210K – – –
NW
520
Naviter Wealth
Arkansas
$210K – – –
CAP
521
Columbia Advisory Partners
Washington
$201K -$7.48K -348 -4%
SC
522
Schoolcraft Capital
Colorado
$201K -$4.64K -216 -2%
Bessemer Group
523
Bessemer Group
New Jersey
$186K – – –
SIC
524
Salem Investment Counselors
North Carolina
$186K – – –
JWA
525
JFS Wealth Advisors
Pennsylvania
$183K – – –
19 20
21
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