SCHV icon

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 %
KMWM
676
Keudell/Morrison Wealth Management
Oregon
– -$225K -10,077 Closed
WI
677
Wintrust Investments
Illinois
– -$209K -9,333 Closed
BP
678
Ballentine Partners
Massachusetts
– -$208K -9,300 Closed
CWM
679
Curi Wealth Management
North Carolina
– -$207K -9,243 Closed
TIA
680
Tiemann Investment Advisors
California
– -$206K -9,210 Closed
CAMG
681
CWA Asset Management Group
Florida
– -$205K -9,177 Closed
FG
682
Foster Group
Iowa
– -$204K -9,141 Closed
RIA
683
Retirement Investment Advisors
Oklahoma
– -$202K -9,042 Closed
AC
684
Apella Capital
Connecticut
– -$202K -9,024 Closed
CB
685
Commerce Bank
Missouri
– -$201K -9,000 Closed
AIM
686
Aspen Investment Management
Michigan
– -$201K -8,997 Closed
2L
687
25 LLC
Missouri
– -$102K -4,518 Closed
PCA
688
Providence Capital Advisors
North Carolina
– -$79K -3,534 Closed
LFA
689
LGT Financial Advisors
Texas
– -$68.6K -3,066 Closed
IGWM
690
ICA Group Wealth Management
Colorado
– -$63.3K -2,832 Closed
WP
691
WealthPLAN Partners
Nebraska
– -$41.1K -1,839 Closed
SIC
692
SJS Investment Consulting
Ohio
– -$33.5K -1,500 Closed
BC
693
Belmont Capital
California
– -$31.3K -1,401 Closed
CFO
694
CVA Family Office
Colorado
– -$30.4K -1,362 Closed
TFA
695
Transamerica Financial Advisors
Florida
– -$18K -801 Closed
BWM
696
Baystate Wealth Management
Massachusetts
– -$17.7K -789 Closed
FA
697
Fiduciary Alliance
South Carolina
– -$16.3K -729 Closed
TAIM
698
TD Ameritrade Investment Management
Nebraska
– -$4K -198 Closed
RI
699
Ridgewood Investments
New Jersey
– -$1.88K -84 Closed
First Manhattan
700
First Manhattan
New York
– -$1.74K -78 Closed
25 26 27
28
29