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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 %
IF
676
Integrity Financial
Wyoming
$403 – – –
IHWM
677
Iron Horse Wealth Management
Iowa
$335 – – –
CAS
678
Coppell Advisory Solutions
Texas
$333 +$333 +15 New
CWA
679
Clearview Wealth Advisors
Oregon
$268 – – –
SWA
680
SOA Wealth Advisors
New York
$106 – – –
ME
681
McIlrath & Eck
Washington
$67 – – –
IA
682
IFS Advisors
Kansas
$53 – – –
MMEA
683
Main Management ETF Advisors
California
– -$62.3M -2,850,750 Closed
MM
684
Main Management
California
– -$21.3M -974,307 Closed
SA
685
Scarborough Advisors
Maryland
– -$19.7M -898,983 Closed
PL
686
Polianta Ltd
Jersey
– -$8.62M -394,500 Closed
Citadel Advisors
687
Citadel Advisors
Florida
– -$5.95M -272,334 Closed
SCI
688
Stableford Capital II
Arizona
– -$4.55M -206,619 Closed
MA
689
MBA Advisors
Pennsylvania
– -$2.69M -123,120 Closed
BWM
690
BCS Wealth Management
Tennessee
– -$2.23M -102,024 Closed
PWA
691
Providence Wealth Advisors
Illinois
– -$2.15M -97,206 Closed
BMM
692
Berkshire Money Management
Massachusetts
– -$1.9M -87,111 Closed
CFG
693
Cooper Financial Group
California
– -$1.3M -59,328 Closed
VF
694
VitalStone Financial
Texas
– -$1.3M -53,418 Closed
WP
695
WealthSource Partners
California
– -$1.13M -51,768 Closed
DACG
696
Donor Advised Charitable Giving
California
– -$772K -35,316 Closed
BFO
697
Biltmore Family Office
North Carolina
– -$676K -30,903 Closed
BAM
698
Belpointe Asset Management
Nevada
– -$514K -23,517 Closed
NEPWA
699
New England Private Wealth Advisors
Massachusetts
– -$440K -20,127 Closed
AAS
700
Ameritas Advisory Services
Nebraska
– -$406K -18,291 Closed
26 27
28
29 30