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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
+$41.5M
2
Lido Advisors
Lido Advisors
California
+$22.6M
3
SEI Investments
SEI Investments
Pennsylvania
+$21M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.9M
5
HighTower Advisors
HighTower Advisors
Illinois
+$9.24M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
-$69.8M
2
LPL Financial
LPL Financial
California
-$26M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$17.9M
4
FWP
FAS Wealth Partners
Kansas
-$17.1M
5
WIA
World Investment Advisors
California
-$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFWC
701
Strategic Family Wealth Counselors
New Jersey
– -$552K -25,080 Closed
WF
702
Wayfinding Financial
Washington
– -$555K -24,027 Closed
MHS
703
M Holdings Securities
Oregon
– -$450K -20,466 Closed
RCM
704
Radnor Capital Management
Pennsylvania
– -$443K -19,560 Closed
FA
705
Flagstar Advisors
New York
– -$392K -17,832 Closed
CAI
706
Capital Advisors Inc
Oklahoma
– -$383K -17,400 Closed
AA
707
Argent Advisors
Louisiana
– -$341K -15,498 Closed
BWP
708
Balboa Wealth Partners
Arizona
– -$294K -13,356 Closed
FMWA
709
Forvis Mazars Wealth Advisors
Missouri
– -$269K -12,210 Closed
KIA
710
KCM Investment Advisors
California
– -$249K -11,313 Closed
KIG
711
Kowal Investment Group
Wisconsin
– -$247K -11,208 Closed
YIH
712
Y-Intercept (HK)
Hong Kong
– -$241K -10,932 Closed
AA
713
Advisory Alpha
Michigan
– -$239K -10,860 Closed
Renaissance Technologies
714
Renaissance Technologies
New York
– -$231K -10,500 Closed
GC
715
Grimes & Company
Massachusetts
– -$212K -9,612 Closed
LBC
716
Lowe Brockenbrough & Co
Virginia
– -$204K -9,255 Closed
FWA
717
Freedom Wealth Alliance
Wisconsin
– -$135K -6,150 Closed
AssetMark Inc
718
AssetMark Inc
California
– -$124K -5,637 Closed
MS
719
Madden Securities
Texas
– -$111K -5,064 Closed
WOSD
720
WFA of San Diego
California
– -$28.7K -1,302 Closed
PAI
721
Pittenger & Anderson Inc
Nebraska
– -$18.3K -831 Closed
FA
722
Fiduciary Alliance
South Carolina
– -$15.7K -714 Closed
HFS
723
Hantz Financial Services
Michigan
– -$10K -462 Closed
M
724
MOTCO
Texas
– -$8.32K -378 Closed
LS
725
Leelyn Smith
Illinois
– -$7.13K -324 Closed
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