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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 %
CCP
601
Clarkston Capital Partners
Michigan
$48.1K +$197 +9 +0.4%
TCM
602
TD Capital Management
Tennessee
$46.8K +$262 +12 +0.6%
CIA
603
Cascade Investment Advisors
Oregon
$44.3K +$44.3K +2,025 New
MAWCM
604
Mine & Arao Wealth Creation & Management
California
$42.8K – – –
TAM
605
Townsend Asset Management
North Carolina
$42.6K – – –
AIA
606
Armor Investment Advisors
North Carolina
$41.8K +$853 +39 +2%
SSB
607
Sandy Spring Bank
Maryland
$39.5K – – –
BCMLT
608
Beacon Capital Management LLC (Tennessee)
Tennessee
$39K – – –
QCG
609
Quadrant Capital Group
Ohio
$34.9K – – –
KFI
610
Key Financial Inc
Pennsylvania
$34.3K – – –
VCM
611
Versant Capital Management
Arizona
$34.1K -$656 -30 -2%
Qube Research & Technologies (QRT)
612
Qube Research & Technologies (QRT)
United Kingdom
$33.2K -$293K -13,425 -90%
BCM
613
Blume Capital Management
California
$32.8K – – –
FHA
614
First Horizon Advisors
Tennessee
$31.2K – – –
BWA
615
BDO Wealth Advisors
Florida
$30.3K +$1.9K +87 +7%
NG
616
NWK Group
California
$30K – – –
CFO
617
CVA Family Office
Colorado
$29.6K +$131 +6 +0.4%
MWM
618
Mascoma Wealth Management
New Hampshire
$29.5K – – –
JHCP
619
Jackson Hole Capital Partners
Oklahoma
$28.9K – – –
MSFP
620
Mark Sheptoff Financial Planning
Connecticut
$27.9K – – –
Citigroup
621
Citigroup
New York
$27.7K +$4.39K +201 +19%
TCWA
622
Ten Capital Wealth Advisors
Washington
$27.3K – – –
WTC
623
WhitTier Trust Company
Nevada
$27K – – –
MFA
624
Morling Financial Advisors
California
$26.8K +$66 +3 +0.2%
RDFA
625
Ritter Daniher Financial Advisory
Ohio
$26.4K – – –
23 24
25
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