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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 %
SSB
601
Sandy Spring Bank
Maryland
$40.4K – – –
BCMLT
602
Beacon Capital Management LLC (Tennessee)
Tennessee
$39.9K – – –
QCG
603
Quadrant Capital Group
Ohio
$35.7K – – –
KFI
604
Key Financial Inc
Pennsylvania
$35.1K – – –
VCM
605
Versant Capital Management
Arizona
$34.9K – – –
PG
606
Prostatis Group
Maryland
$33.7K +$33.7K +101,238 New
SIC
607
SJS Investment Consulting
Ohio
$33.5K -$20.1K -900 -38%
BCM
608
Blume Capital Management
California
$33.5K – – –
NG
609
NWK Group
California
$31.7K +$1.01K +45 +3%
BC
610
Belmont Capital
California
$31.3K +$31.3K +1,401 New
BWA
611
BDO Wealth Advisors
Florida
$31K – – –
MWM
612
Mascoma Wealth Management
New Hampshire
$30.5K – – –
CFO
613
CVA Family Office
Colorado
$30.4K +$134 +6 +0.4%
JHCP
614
Jackson Hole Capital Partners
Oklahoma
$29.5K – – –
WOSD
615
WFA of San Diego
California
$29.5K +$29.5K +1,317 New
MSFP
616
Mark Sheptoff Financial Planning
Connecticut
$28.5K – – –
RDFA
617
Ritter Daniher Financial Advisory
Ohio
$27.9K +$939 +42 +3%
WTC
618
WhitTier Trust Company
Nevada
$27.6K – – –
MFA
619
Morling Financial Advisors
California
$27.4K – – –
FHA
620
First Horizon Advisors
Tennessee
$24.2K -$7.72K -345 -24%
VNA
621
Valley National Advisers
Pennsylvania
$23K -$30.2K -1,341 -57%
FPB
622
First PREMIER Bank
South Dakota
$23K – – –
HCM
623
Hollencrest Capital Management
California
$22.3K – – –
HF
624
Halpern Financial
Virginia
$18.3K +$7.58K +339 +71%
TFA
625
Transamerica Financial Advisors
Florida
$18K – – –
23 24
25
26 27