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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 %
AWM
651
Aberdeen Wealth Management
Illinois
$6.71K – – –
TCA
652
Trifecta Capital Advisors
Illinois
$6.71K +$6.71K +300 New
NRG
653
Nemes Rush Group
Michigan
$5.93K +$5.93K +264 New
NMG
654
New Millennium Group
Utah
$4.7K – – –
RWPA
655
Richard W. Paul & Associates
Michigan
$4.7K – – –
CCMW
656
Cypress Capital Management (Wyoming)
Wyoming
$4.29K – – –
AAP
657
Arax Advisory Partners
Colorado
$4.2K +$67 +3 +2%
PTC
658
Private Trust Company
Ohio
$4.09K – – –
LWANC
659
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.03K – – –
TAIM
660
TD Ameritrade Investment Management
Nebraska
$4K -$17.2K -852 -81%
BAM
661
Bellevue Asset Management
Washington
$3.42K – – –
LB
662
Legacy Bridge
Iowa
$3.36K – – –
CMA
663
Cedar Mountain Advisors
Oregon
$2.75K – – –
WT
664
Washington Trust
Rhode Island
$2.35K – – –
RA
665
Rise Advisors
New York
$2.02K – – –
AWM
666
Abound Wealth Management
Tennessee
$1.95K -$3.83K -171 -66%
RI
667
Ridgewood Investments
New Jersey
$1.88K – – –
First Manhattan
668
First Manhattan
New York
$1.74K +$671 +30 +63%
GWMIA
669
Global Wealth Management Investment Advisory
Florida
$1.68K +$1.68K +75 New
GGI
670
Godsey & Gibb Inc
Virginia
$1.34K – – –
Fifth Third Bancorp
671
Fifth Third Bancorp
Ohio
$1.21K -$334K -14,943 -100%
WWM
672
Wolff Wiese Magana
California
$671 – – –
NC
673
NewSquare Capital
Pennsylvania
$614 – – –
BIA
674
Bell Investment Advisors
California
$604 – – –
ODG
675
O'Dell Group
Ohio
$470 +$470 +21 New
25 26
27
28 29