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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
1
Mather Group
Illinois
$618M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$237M
3
SEI Investments
3
SEI Investments
Pennsylvania
$562M
4
BCIM
4
Bishop & Co Investment Management
Pennsylvania
$18.8M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$19.5M

Top Sellers

1
MMEA
1
Main Management ETF Advisors
California
$0
2
FMP
2
Financial Management Professionals
Texas
$119K
3
MM
3
Main Management
California
$0
4
SA
4
Scarborough Advisors
Maryland
$0
5
NFG
5
Nadler Financial Group
Illinois
$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
626
Baystate Wealth Management
Massachusetts
$17.7K +$134 +6 +0.8%
HIA
627
Harbor Investment Advisory
Maryland
$17.2K – – –
FA
628
Fiduciary Alliance
South Carolina
$16.3K +$16.3K +729 New
JFA
629
JNBA Financial Advisors
Minnesota
$15.4K – – –
TCM
630
Tradewinds Capital Management
Washington
$14.8K – – –
BlackRock
631
BlackRock
New York
$14.5K -$5.05M -226,038 -100%
LFA
632
Level Financial Advisors
New York
$14.1K -$336 -15 -2%
PIP
633
Peachtree Investment Partners
Florida
$13.5K +$13.5K +603 New
CIAS
634
Capital Investment Advisory Services
North Carolina
$13.5K – – –
OP
635
ORG Partners
Indiana
$13.2K +$13.2K +588 New
Qube Research & Technologies (QRT)
636
Qube Research & Technologies (QRT)
United Kingdom
$13K -$16.2K -843 -56%
CWA
637
Carolina Wealth Advisors
South Carolina
$12.5K – – –
EL
638
EMFO LLC
Florida
$12.1K +$67 +3 +0.6%
TSWM
639
Tyler-Stone Wealth Management
Ohio
$12K +$12K +525 New
Citigroup
640
Citigroup
New York
$11.9K -$16.5K -738 -58%
MRCM
641
M&R Capital Management
New Jersey
$11.2K – – –
JFG
642
JDM Financial Group
Texas
$10.8K – – –
SC
643
Stephens Consulting
Michigan
$10.7K – – –
EWM
644
Evermay Wealth Management
Virginia
$10.1K – – –
AA
645
AlphaMark Advisors
Kentucky
$10K – – –
AIC
646
Archer Investment Corporation
Indiana
$9.12K – – –
MBFW
647
Morton Brown Family Wealth
Pennsylvania
$7.92K – – –
GFPC
648
Global Financial Private Client
Florida
$7.47K +$7.47K +333 New
BFPW
649
BOK Financial Private Wealth
Colorado
$7.25K -$16.9K -756 -70%
EWA
650
EverSource Wealth Advisors
Alabama
$6.71K -$10.3K -459 -60%
24 25
26
27 28