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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
$386M
2
Osaic Holdings
Osaic Holdings
Arizona
$445M
3
MG
Mather Group
Illinois
$636M
4
SEI Investments
SEI Investments
Pennsylvania
$569M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$246M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$48.5M
2
NQWM
Northwest Quadrant Wealth Management
Oregon
$0
3
BCIM
Bishop & Co Investment Management
Pennsylvania
$19.4K
4
Cerity Partners
Cerity Partners
New York
$1.02M
5
PA
Prism Advisors
California
$593K
Name Holding Trade Value Shares
Change 		Shares
Change %
JHCP
576
Jackson Hole Capital Partners
Oklahoma
$27.1K -$1.29K -60 -5%
RDFA
577
Ritter Daniher Financial Advisory
Ohio
$26.8K – – –
WTC
578
WhitTier Trust Company
Nevada
$26.5K – – –
MFA
579
Morling Financial Advisors
California
$26.3K – – –
FHA
580
First Horizon Advisors
Tennessee
$23.3K – – –
FPB
581
First PREMIER Bank
South Dakota
$22K – – –
HCM
582
Hollencrest Capital Management
California
$21.4K – – –
WFA
583
WestHill Financial Advisors
California
$20.2K +$20.2K +939 New
BCIM
584
Bishop & Co Investment Management
Pennsylvania
$19.4K -$18.8M -3,788,028 Closed
VNA
585
Valley National Advisers
Pennsylvania
$19K -$3.43K -156 -15%
HL
586
HeadInvest LLC
Maine
$17.9K +$17.9K +840 New
JFA
587
JNBA Financial Advisors
Minnesota
$14.8K – – –
TCM
588
Tradewinds Capital Management
Washington
$14.2K – – –
CIAS
589
Capital Investment Advisory Services
North Carolina
$13K – – –
OP
590
ORG Partners
Indiana
$12.6K – – –
CWA
591
Carolina Wealth Advisors
South Carolina
$12.6K +$580 +27 +5%
HIA
592
Harbor Investment Advisory
Maryland
$12.4K -$4.19K -195 -25%
EWA
593
EverSource Wealth Advisors
Alabama
$12.1K +$5.61K +261 +87%
EL
594
EMFO LLC
Florida
$11.7K +$65 +3 +0.6%
TSWM
595
Tyler-Stone Wealth Management
Ohio
$11K +$62 +3 +0.6%
MRCM
596
M&R Capital Management
New Jersey
$10.8K +$64 +3 +0.6%
JFG
597
JDM Financial Group
Texas
$10.4K – – –
SC
598
Stephens Consulting
Michigan
$10.3K – – –
AA
599
AlphaMark Advisors
Kentucky
$10K – – –
LFA
600
Level Financial Advisors
New York
$9.98K -$3.48K -162 -26%
22 23
24
25 26