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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 %
GVAG
551
Great Valley Advisor Group
Delaware
$205K +$196 +9 +0.1%
ASFA
552
All Season Financial Advisors
Colorado
$205K +$205K +9,360 New
SIG
553
Stonegate Investment Group
Alabama
$204K -$4.72K -216 -2%
BP
554
Ballentine Partners
Massachusetts
$203K +$203K +9,300 New
PFM
555
Parsec Financial Management
North Carolina
$202K – – –
TIA
556
Tiemann Investment Advisors
California
$201K -$26.2K -1,200 -12%
CAMG
557
CWA Asset Management Group
Florida
$201K +$201K +9,177 New
AIA
558
Arcadia Investment Advisors
Idaho
$190K -$11.1K -510 -6%
SIC
559
Salem Investment Counselors
North Carolina
$189K – – –
JWA
560
JFS Wealth Advisors
Pennsylvania
$187K -$3.35K -153 -2%
SIS
561
Strategic Investment Solutions
Illinois
$185K +$185K +8,460 New
MTIC
562
Missouri Trust & Investment Company
Missouri
$168K – – –
AIM
563
Anchor Investment Management
South Carolina
$167K -$13.1K -597 -7%
FRA
564
Front Row Advisors
California
$165K +$37.8K +1,725 +30%
TWA
565
TCI Wealth Advisors
Arizona
$151K -$36.1K -1,650 -19%
PFM
566
Phillips Financial Management
Indiana
$148K +$38.5K +1,761 +35%
CCM
567
Chilton Capital Management
Texas
$140K +$140K +6,399 New
WPA
568
West Paces Advisors
Georgia
$138K – – –
WP
569
WealthPLAN Partners
Nebraska
$130K +$130K +5,934 New
CA
570
Clearstead Advisors
Ohio
$126K +$787 +36 +0.6%
CF
571
Centaurus Financial
California
$121K – – –
CFB
572
Cullen/Frost Bankers
Texas
$102K -$12.3K -564 -11%
2L
573
25 LLC
Missouri
$95.1K +$95.1K +4,368 New
PFBT
574
Parkside Financial Bank & Trust
Missouri
$94K -$38.8K -1,773 -29%
JFGIW
575
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$93.2K -$18.2K -834 -16%
21 22
23
24 25