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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 %
FWM
526
Focused Wealth Management
New York
$179K -$102K -4,755 -36%
FRA
527
Front Row Advisors
California
$162K – – –
AC
528
AlphaCore Capital
California
$157K -$644 -30 -0.4%
AIA
529
Arcadia Investment Advisors
Idaho
$149K – – –
GI
530
GS Investments
Minnesota
$145K -$2.71K -126 -2%
CCM
531
Chilton Capital Management
Texas
$137K – – –
MTIC
532
Missouri Trust & Investment Company
Missouri
$136K -$29K -1,350 -18%
WPA
533
West Paces Advisors
Georgia
$135K -$125K -5,835 -48%
IPW
534
Impact Partnership Wealth
Georgia
$112K +$32.9K +1,533 +41%
HR
535
Howe & Rusling
New York
$102K -$34.7K -1,614 -25%
CFB
536
Cullen/Frost Bankers
Texas
$101K +$644 +30 +0.6%
TCM
537
TD Capital Management
Tennessee
$96.4K +$50.1K +2,331 +108%
PB
538
Pinnacle Bancorp
Nebraska
$96K -$838 -39 -0.9%
RCM
539
Raleigh Capital Management
North Carolina
$91.4K +$580 +27 +0.6%
HDIM
540
Hanson & Doremus Investment Management
Vermont
$90K – – –
SA
541
SRH Advisors
Kansas
$89K – – –
IRC
542
Investors Research Corp
Georgia
$82.2K – – –
RF
543
Robbins Farley
New Hampshire
$80K +$20.3K +945 +34%
EK
544
Evensky & Katz
Florida
$78K +$388 +18 +0.5%
FCA
545
FinTrust Capital Advisors
South Carolina
$76.3K -$13.9K -648 -15%
FSWA
546
Financial Synergies Wealth Advisors
Texas
$71.1K – – –
ACA
547
Aptus Capital Advisors
Alabama
$69.4K – – –
GWANC
548
Guardian Wealth Advisors (North Carolina)
North Carolina
$69.4K – – –
HBW
549
Hazlett, Burt & Watson
West Virginia
$69K – – –
SMA
550
Sage Mountain Advisors
Georgia
$66.7K – – –
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