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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 %
LWM
651
LJI Wealth Management
Indiana
– -$45.6K -47,640 Closed
NL
652
NWAM LLC
Washington
– -$998K -44,604 Closed
MFG
653
Merit Financial Group
Georgia
– -$844K -37,752 Closed
PFA
654
Pinnacle Family Advisors
Missouri
– -$763K -34,119 Closed
IAIM
655
International Assets Investment Management
Florida
– -$761K -32,142 Closed
FTUS
656
Flow Traders U.S.
New York
– -$717K -32,079 Closed
IC
657
IEQ Capital
California
– -$659K -29,475 Closed
LWM
658
Laidlaw Wealth Management
New York
– -$545K -24,390 Closed
EFS
659
Econ Financial Services
Pennsylvania
– -$527K -23,586 Closed
AWP
660
Atlas Wealth Partners
Pennsylvania
– -$537K -23,382 Closed
AIC
661
Ayalon Insurance Company
Israel
– -$468K -20,916 Closed
IW
662
Imprint Wealth
South Carolina
– -$436K -19,209 Closed
RA
663
Resolute Advisors
California
– -$422K -18,888 Closed
EP
664
Eudaimonia Partners
Tennessee
– -$418K -18,678 Closed
EA
665
Eudaimonia Advisors
Tennessee
– -$388K -17,340 Closed
ETIA
666
Epic Trust Investment Advisors
Washington
– -$342K -15,273 Closed
MSS
667
Mitchell Sinkler & Starr
Pennsylvania
– -$336K -15,045 Closed
MFG
668
Magnus Financial Group
New York
– -$336K -15,003 Closed
VF
669
Vawter Financial
Ohio
– -$328K -14,679 Closed
AT
670
American Trust
Kentucky
– -$316K -14,280 Closed
BWP
671
Balboa Wealth Partners
Arizona
– -$302K -13,503 Closed
TI
672
Trexquant Investment
Connecticut
– -$296K -13,248 Closed
YIA
673
YHB Investment Advisors
Connecticut
– -$238K -10,647 Closed
CCMG
674
Clark Capital Management Group
Pennsylvania
– -$235K -10,512 Closed
Jane Street
675
Jane Street
New York
– -$226K -10,113 Closed
25 26
27
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