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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 %
QCG
626
Quadrant Capital Group
Ohio
$2.06K -$32.2K -1,500 -94%
CAS
627
Coppell Advisory Solutions
Texas
$1.98K +$1.65K +75 +500%
RA
628
Rise Advisors
New York
$1.95K – – –
AWM
629
Abound Wealth Management
Tennessee
$1.87K – – –
GWMIA
630
Global Wealth Management Investment Advisory
Florida
$1.61K – – –
Fifth Third Bancorp
631
Fifth Third Bancorp
Ohio
$1.16K – – –
CMP
632
Coston McIsaac & Partners
Maine
$1K +$1K +60 New
PTC
633
Private Trust Company
Ohio
$645 -$3.29K -153 -84%
WWM
634
Wolff Wiese Magana
California
$645 – – –
NC
635
NewSquare Capital
Pennsylvania
$590 – – –
BIA
636
Bell Investment Advisors
California
$581 – – –
IF
637
Integrity Financial
Wyoming
$387 – – –
GGI
638
Godsey & Gibb Inc
Virginia
$323 -$969 -45 -75%
SWA
639
SOA Wealth Advisors
New York
$102 – – –
IHWM
640
Iron Horse Wealth Management
Iowa
$64 -$256 -12 -80%
ME
641
McIlrath & Eck
Washington
$64 – – –
CPG
642
Cornerstone Planning Group
New Jersey
$64 +$64 +3 New
NQWM
643
Northwest Quadrant Wealth Management
Oregon
– -$22.1M -987,177 Closed
FFP
644
Forbes Financial Planning
Rhode Island
– -$6.31M -282,060 Closed
PG
645
Prostatis Group
Maryland
– -$33.7K -101,238 Closed
MGIA
646
Matthew Goff Investment Advisor
Texas
– -$2.13M -95,337 Closed
CW
647
CreativeOne Wealth
Kansas
– -$1.92M -85,854 Closed
Bank of New York Mellon
648
Bank of New York Mellon
New York
– -$1.8M -80,370 Closed
KM
649
Kalos Management
Georgia
– -$1.51M -67,671 Closed
SFS
650
Sowell Financial Services
Arkansas
– -$1.33M -59,421 Closed
24 25
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