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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 %
IFPL
526
Investments & Financial Planning LLC
Kentucky
$229K +$67 +3 +0%
Jane Street
527
Jane Street
New York
$226K -$3.9M -174,552 -95%
BFA
528
BMS Financial Advisors
South Dakota
$226K -$240K -10,752 -52%
APG
529
Abacus Planning Group
South Carolina
$226K -$30.1K -1,347 -12%
KMWM
530
Keudell/Morrison Wealth Management
Oregon
$225K – – –
IWP
531
IAG Wealth Partners
Wisconsin
$223K – – –
SIA
532
SeaBridge Investment Advisors
New Jersey
$221K – – –
CD
533
Chapin Davis
Maryland
$220K – – –
FWM
534
Forza Wealth Management
Florida
$218K – – –
NW
535
Naviter Wealth
Arkansas
$218K +$218K +9,765 New
CAP
536
Columbia Advisory Partners
Washington
$217K – – –
EL
537
Essex LLC
Illinois
$216K -$182K -8,139 -46%
SC
538
Schoolcraft Capital
Colorado
$214K -$268 -12 -0.1%
WI
539
Wintrust Investments
Illinois
$209K +$209K +9,333 New
BP
540
Ballentine Partners
Massachusetts
$208K – – –
CWM
541
Curi Wealth Management
North Carolina
$207K -$4.83K -216 -2%
I
542
INVST
Indiana
$207K +$207K +9,237 New
TIA
543
Tiemann Investment Advisors
California
$206K – – –
CAMG
544
CWA Asset Management Group
Florida
$205K – – –
FG
545
Foster Group
Iowa
$204K -$7.78K -348 -4%
RIA
546
Retirement Investment Advisors
Oklahoma
$202K -$270K -12,054 -57%
AC
547
Apella Capital
Connecticut
$202K +$202K +9,024 New
CB
548
Commerce Bank
Missouri
$201K -$19.1K -855 -9%
AIM
549
Aspen Investment Management
Michigan
$201K +$201K +8,997 New
GWM
550
Geneos Wealth Management
Colorado
$195K +$195K +8,721 New
20 21
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