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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 %
RI
676
Ridgewood Investments
New Jersey
$1.84K +$1.84K +84 New
GGI
677
Godsey & Gibb Inc
Virginia
$1.31K – – –
First Manhattan
678
First Manhattan
New York
$1.05K – – –
CMP
679
Coston McIsaac & Partners
Maine
$1K – – –
WWM
680
Wolff Wiese Magana
California
$656 – – –
NC
681
NewSquare Capital
Pennsylvania
$600 – – –
BIA
682
Bell Investment Advisors
California
$591 – – –
IF
683
Integrity Financial
Wyoming
$393 – – –
IHWM
684
Iron Horse Wealth Management
Iowa
$328 – – –
CWA
685
Clearview Wealth Advisors
Oregon
$262 – – –
SWA
686
SOA Wealth Advisors
New York
$103 – – –
ME
687
McIlrath & Eck
Washington
$66 – – –
GG
688
Gleason Group
Kentucky
$2 -$2.27M -103,086 Closed
ST
689
Spinnaker Trust
Maine
– -$9.81M -445,812 Closed
LAM
690
L2 Asset Management
Massachusetts
– -$7.75M -352,257 Closed
SJIC
691
St. James Investment Company
Texas
– -$3.35M -152,082 Closed
RA
692
Rational Advisors
New York
– -$2.76M -125,442 Closed
WI
693
Wintrust Investments
Illinois
– -$2.14M -97,116 Closed
CP
694
Coho Partners
Pennsylvania
– -$1.62M -73,416 Closed
NL
695
NWAM LLC
Washington
– -$1.13M -51,399 Closed
RBFC
696
Roman Butler Fullerton & Co
Missouri
– -$880K -38,610 Closed
GCM
697
Gunderson Capital Management
South Carolina
– -$767K -34,866 Closed
IAIM
698
International Assets Investment Management
Florida
– -$679K -33,537 Closed
SG
699
StoneX Group
New York
– -$692K -31,455 Closed
AIC
700
Ayalon Insurance Company
Israel
– -$682K -30,969 Closed
26 27
28
29 30