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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

722 hedge funds and large institutions have $7.59B invested in Schwab US Large-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 230 increasing their positions, 260 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
+81
Holders Change %
+12.64%
% of All Funds
10.58%
Holding in Top 10
66
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+29.41%
% of All Funds
0.97%
New
117
Increased
230
Reduced
260
Closed
30
Calls
$1.63M
Puts
–
Net Calls
+$1.63M
Net Calls Change
+$422K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$109M
2
Morgan Stanley
Morgan Stanley
New York
+$51.8M
3
MG
Mather Group
Illinois
+$47.7M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$38.3M
5
Goldman Sachs
Goldman Sachs
New York
+$26.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$86.9M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$25.2M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$18.3M
4
Lido Advisors
Lido Advisors
California
-$15.2M
5
DP
Denver PWM
Colorado
-$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWTB
526
First Western Trust Bank
Colorado
$264K +$264K +11,304 New
QHA
527
Quarry Hill Advisors
Minnesota
$263K – – –
Empower Advisory Group
528
Empower Advisory Group
Colorado
$262K -$5.75K -246 -2%
EAM
529
Evanson Asset Management
California
$261K -$18K -771 -6%
GWM
530
Geneos Wealth Management
Colorado
$260K -$3.72K -159 -1%
TGAM
531
TBH Global Asset Management
Tennessee
$259K +$259K +11,070 New
CFS
532
CRA Financial Services
New Jersey
$258K +$210 +9 +0.1%
PCA
533
Prosperity Capital Advisors
Ohio
$258K +$258K +11,046 New
MCP
534
Mirador Capital Partners
California
$258K +$258K +11,034 New
CCM
535
Cutler Capital Management
Massachusetts
$257K – – –
LEFP
536
Leading Edge Financial Planning
Tennessee
$257K -$27.6K -1,179 -10%
Wolverine Trading
537
Wolverine Trading
Illinois
$257K +$257K +10,983 New
HWA
538
Hillcrest Wealth Advisors
New Jersey
$255K -$20.7K -885 -8%
LC
539
Landaas & Company
Wisconsin
$254K – – –
AAS
540
Ameritas Advisory Services
Nebraska
$252K -$91.8K -3,924 -27%
KBFS
541
Kohmann Bosshard Financial Services
Ohio
$251K – – –
SFWC
542
Strategic Family Wealth Counselors
New Jersey
$249K +$249K +10,653 New
PVI
543
Pine Valley Investments
New Jersey
$248K +$248K +10,593 New
SWPG
544
Strategic Wealth Partners Group
Illinois
$246K -$53.5K -2,289 -18%
VCA
545
Verdence Capital Advisors
Maryland
$243K +$1.54K +66 +0.6%
PS
546
Principal Securities
Iowa
$242K +$242K +10,362 New
DFA
547
DHJJ Financial Advisors
Illinois
$242K -$32.8K -1,404 -12%
CAM
548
Clark Asset Management
New Hampshire
$241K -$40K -1,710 -14%
CWM
549
Curi Wealth Management
North Carolina
$241K +$241K +10,314 New
GI
550
GS Investments
Minnesota
$240K +$82.9K +3,549 +53%
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