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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 %
AC
526
AlphaCore Capital
California
$233K +$191K +8,724 +452%
VCWA
527
Vanguard Capital Wealth Advisors
Colorado
$228K -$59.5K -2,724 -21%
TWM
528
Triton Wealth Management
Arizona
$226K -$33.1K -1,509 -13%
CAM
529
Clark Asset Management
New Hampshire
$226K -$17K -777 -7%
CPIG
530
Chicago Partners Investment Group
Illinois
$225K +$225K +10,143 New
B
531
Bensler
Washington
$225K -$26.1K -1,194 -10%
IFPL
532
Investments & Financial Planning LLC
Kentucky
$224K +$3.02K +138 +1%
MCC
533
Money Concepts Capital
Florida
$222K -$54.7K -11,016 -20%
KMWM
534
Keudell/Morrison Wealth Management
Oregon
$220K – – –
RGF
535
Retirement Guys Formula
Ohio
$220K -$177K -8,103 -45%
SWM
536
Shakespeare Wealth Management
Wisconsin
$219K – – –
MFG
537
Magnus Financial Group
New York
$219K -$600K -27,444 -73%
IWP
538
IAG Wealth Partners
Wisconsin
$218K – – –
SIA
539
SeaBridge Investment Advisors
New Jersey
$216K – – –
CB
540
Commerce Bank
Missouri
$215K -$50.6K -2,313 -19%
CD
541
Chapin Davis
Maryland
$215K +$215K +9,831 New
FCBT
542
First Citizens Bank & Trust
North Carolina
$215K -$93.6K -4,281 -30%
FWM
543
Forza Wealth Management
Florida
$214K – – –
CAP
544
Columbia Advisory Partners
Washington
$212K -$61.4K -2,811 -22%
FFA
545
First Foundation Advisors
California
$212K +$212K +9,711 New
SC
546
Schoolcraft Capital
Colorado
$209K -$2.89K -132 -1%
FG
547
Foster Group
Iowa
$207K +$207K +9,489 New
MWM
548
Mission Wealth Management
California
$207K -$213K -9,765 -51%
CWM
549
Curi Wealth Management
North Carolina
$207K -$15.5K -711 -7%
FCM
550
Firestone Capital Management
Florida
$206K +$1.25K +57 +0.6%
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