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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 %
MAWA
601
Moss Adams Wealth Advisors
Washington
$9.77K +$9.77K +456 New
EWM
602
Evermay Wealth Management
Virginia
$9.67K – – –
BlackRock
603
BlackRock
New York
$8.96K -$4.96K -231 -36%
BFO
604
Biltmore Family Office
North Carolina
$8.9K +$8.9K +414 New
AIC
605
Archer Investment Corporation
Indiana
$8.77K – – –
TCA
606
Trifecta Capital Advisors
Illinois
$8.06K +$1.61K +75 +25%
MBFW
607
Morton Brown Family Wealth
Pennsylvania
$7.61K – – –
Citigroup
608
Citigroup
New York
$7.41K -$4K -186 -35%
GFPC
609
Global Financial Private Client
Florida
$7.08K – – –
Legacy Financial Group (Iowa)
610
Legacy Financial Group (Iowa)
Iowa
$6.96K +$6.96K +324 New
BFPW
611
BOK Financial Private Wealth
Colorado
$6.83K -$129 -6 -2%
PIP
612
Peachtree Investment Partners
Florida
$6.53K -$6.46K -300 -50%
AWM
613
Aberdeen Wealth Management
Illinois
$6.45K – – –
LWANC
614
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.45K +$2.58K +120 +67%
NRG
615
Nemes Rush Group
Michigan
$5.7K – – –
NMG
616
New Millennium Group
Utah
$4.51K – – –
RWPA
617
Richard W. Paul & Associates
Michigan
$4.51K – – –
AAP
618
Arax Advisory Partners
Colorado
$4.06K – – –
CCMW
619
Cypress Capital Management (Wyoming)
Wyoming
$3.35K -$774 -36 -19%
CWP
620
Concord Wealth Partners
Virginia
$3.35K +$3.35K +156 New
BAM
621
Bellevue Asset Management
Washington
$3.29K – – –
LB
622
Legacy Bridge
Iowa
$3.22K – – –
FA
623
Financial Avengers
California
$3.22K +$3.22K +150 New
CMA
624
Cedar Mountain Advisors
Oregon
$2.45K -$193 -9 -7%
WT
625
Washington Trust
Rhode Island
$2.26K – – –
23 24
25
26 27