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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 %
MHR
551
Matthew Hamilton Rosenberg
$64.5K – – –
HF
552
Halpern Financial
Virginia
$60K +$42.4K +1,974 +241%
AA
553
Ancora Advisors
Ohio
$59.5K -$2.39K -111 -4%
KA
554
Kozak & Associates
Colorado
$58.2K – – –
EWM
555
EPG Wealth Management
Georgia
$57.7K +$322 +15 +0.6%
JFGIW
556
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$55.1K -$39.7K -1,845 -42%
NIC
557
Northwest Investment Counselors
Oregon
$53.4K – – –
PK
558
Pflug Koory
Nebraska
$51.9K – – –
CAL
559
Capital Analysts LLC
Pennsylvania
$49K -$65 -3 -0.1%
CCP
560
Clarkston Capital Partners
Michigan
$47.3K – – –
FMP
561
Financial Management Professionals
Texas
$45K -$68.7K -3,204 -60%
PFM
562
Phillips Financial Management
Indiana
$43.8K – – –
AWM
563
Atticus Wealth Management
Florida
$41.4K – – –
AIA
564
Armor Investment Advisors
North Carolina
$41.1K – – –
BCMLT
565
Beacon Capital Management LLC (Tennessee)
Tennessee
$39.9K – – –
SSB
566
Sandy Spring Bank
Maryland
$38.8K – – –
GI
567
Gradient Investments
Minnesota
$34.7K +$34.7K +1,617 New
KFI
568
Key Financial Inc
Pennsylvania
$33.7K – – –
BFP
569
Briaud Financial Planning
Texas
$33K +$33K +1,557 New
VCM
570
Versant Capital Management
Arizona
$32.9K -$580 -27 -2%
BCM
571
Blume Capital Management
California
$32.2K – – –
NG
572
NWK Group
California
$30.4K – – –
MWM
573
Mascoma Wealth Management
New Hampshire
$28.7K – – –
WOSD
574
WFA of San Diego
California
$28.5K +$194 +9 +0.7%
MSFP
575
Mark Sheptoff Financial Planning
Connecticut
$27.4K – – –
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