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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
$563M
2
Lido Advisors
Lido Advisors
California
$23M
3
SEI Investments
SEI Investments
Pennsylvania
$522M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$204M
5
HighTower Advisors
HighTower Advisors
Illinois
$56.1M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
$281M
2
LPL Financial
LPL Financial
California
$70.6M
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.31B
4
FWP
FAS Wealth Partners
Kansas
$34.7M
5
WIA
World Investment Advisors
California
$821K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
651
Evermay Wealth Management
Virginia
$9.84K – – –
Commonwealth Equity Services
652
Commonwealth Equity Services
Massachusetts
$9.15K -$118 -5,376 -1%
AIC
653
Archer Investment Corporation
Indiana
$8.92K +$8.92K +408 New
AIP
654
Ahrens Investment Partners
Louisiana
$8.02K +$8.02K +366 New
MBFW
655
Morton Brown Family Wealth
Pennsylvania
$7.74K – – –
GA
656
GoalVest Advisory
New York
$7.32K +$7.32K +336 New
PFG
657
Piershale Financial Group
Illinois
$6.56K -$787 -36 -11%
AWM
658
Aberdeen Wealth Management
Illinois
$6.56K – – –
AWM
659
Abound Wealth Management
Tennessee
$5.66K +$3.75K +171 +197%
RWPA
660
Richard W. Paul & Associates
Michigan
$4.59K – – –
NMG
661
New Millennium Group
Utah
$4.59K – – –
IFAM
662
Institutional & Family Asset Management
Colorado
$4.39K +$4.39K +201 New
CCMW
663
Cypress Capital Management (Wyoming)
Wyoming
$4.2K – – –
AAP
664
Arax Advisory Partners
Colorado
$4.08K – – –
PTC
665
Private Trust Company
Ohio
$4K +$4K +183 New
LWANC
666
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.94K +$656 +30 +20%
BAM
667
Bellevue Asset Management
Washington
$3.34K – – –
LB
668
Legacy Bridge
Iowa
$3.28K – – –
HI
669
Horizon Investments
North Carolina
$3.28K +$3.28K +150 New
FMB
670
Field & Main Bank
Kentucky
$3.08K – – –
SC
671
SouthState Corp
Florida
$2.89K – – –
CMA
672
Cedar Mountain Advisors
Oregon
$2.69K – – –
WT
673
Washington Trust
Rhode Island
$2.3K – – –
SMA
674
Sage Mountain Advisors
Georgia
$2.3K +$2.3K +105 New
RA
675
Rise Advisors
New York
$1.96K – – –
25 26
27
28 29