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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
$618M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$237M
3
SEI Investments
SEI Investments
Pennsylvania
$562M
4
BCIM
Bishop & Co Investment Management
Pennsylvania
$18.8M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$19.5M

Top Sellers

1
MMEA
Main Management ETF Advisors
California
$0
2
FMP
Financial Management Professionals
Texas
$119K
3
MM
Main Management
California
$0
4
SA
Scarborough Advisors
Maryland
$0
5
NFG
Nadler Financial Group
Illinois
$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
551
Bessemer Group
New Jersey
$194K -$103K -4,593 -35%
SIC
552
Salem Investment Counselors
North Carolina
$193K – – –
JWA
553
JFS Wealth Advisors
Pennsylvania
$191K – – –
SIS
554
Strategic Investment Solutions
Illinois
$180K +$319 +15 +0.2%
MTIC
555
Missouri Trust & Investment Company
Missouri
$172K – – –
AIM
556
Anchor Investment Management
South Carolina
$168K -$2.55K -114 -1%
FRA
557
Front Row Advisors
California
$168K – – –
AC
558
AlphaCore Capital
California
$164K -$74.5K -3,333 -31%
AIA
559
Arcadia Investment Advisors
Idaho
$155K -$38.9K -1,740 -20%
TRCT
560
Tower Research Capital (TRC)
New York
$153K -$2.43M -108,483 -94%
GI
561
GS Investments
Minnesota
$153K +$139K +6,222 +978%
CCM
562
Chilton Capital Management
Texas
$143K – – –
HR
563
Howe & Rusling
New York
$142K +$69.1K +3,090 +95%
CA
564
Clearstead Advisors
Ohio
$130K +$738 +33 +0.6%
FMP
565
Financial Management Professionals
Texas
$119K -$31.9M -1,423,716 -100%
CFB
566
Cullen/Frost Bankers
Texas
$105K +$671 +30 +0.6%
2L
567
25 LLC
Missouri
$102K +$3.39K +150 +3%
PB
568
Pinnacle Bancorp
Nebraska
$101K +$6.04K +270 +6%
JFGIW
569
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$98.6K +$3.29K +147 +3%
RCM
570
Raleigh Capital Management
North Carolina
$94.5K +$537 +24 +0.6%
HDIM
571
Hanson & Doremus Investment Management
Vermont
$93K – – –
FCA
572
FinTrust Capital Advisors
South Carolina
$92.4K – – –
SA
573
SRH Advisors
Kansas
$90.5K – – –
IRC
574
Investors Research Corp
Georgia
$85.5K – – –
IPW
575
Impact Partnership Wealth
Georgia
$82.7K +$82.7K +3,699 New
21 22
23
24 25