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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 %
PWM
701
PRW Wealth Management
Massachusetts
– -$293K -13,248 Closed
TSS
702
Two Sigma Securities
New York
– -$247K -11,307 Closed
USCWA
703
U.S. Capital Wealth Advisors
Texas
– -$247K -11,304 Closed
SWM
704
Shakespeare Wealth Management
Wisconsin
– -$219K -10,038 Closed
FCBT
705
First Citizens Bank & Trust
North Carolina
– -$215K -9,813 Closed
FFA
706
First Foundation Advisors
California
– -$212K -9,711 Closed
FCM
707
Firestone Capital Management
Florida
– -$206K -9,438 Closed
GVAG
708
Great Valley Advisor Group
Delaware
– -$205K -9,393 Closed
ASFA
709
All Season Financial Advisors
Colorado
– -$205K -9,360 Closed
SIG
710
Stonegate Investment Group
Alabama
– -$204K -9,318 Closed
TWA
711
TCI Wealth Advisors
Arizona
– -$151K -6,912 Closed
CF
712
Centaurus Financial
California
– -$121K -5,541 Closed
BWP
713
Baldwin Wealth Partners
Massachusetts
– -$76.1K -3,480 Closed
CIA
714
Cascade Investment Advisors
Oregon
– -$44.3K -2,025 Closed
MAWCM
715
Mine & Arao Wealth Creation & Management
California
– -$42.8K -1,956 Closed
TAM
716
Townsend Asset Management
North Carolina
– -$42.6K -1,947 Closed
TCWA
717
Ten Capital Wealth Advisors
Washington
– -$27.3K -1,251 Closed
OIA
718
Optimum Investment Advisors
Illinois
– -$21.6K -990 Closed
FA
719
Fortis Advisors
Pennsylvania
– -$21.2K -972 Closed
FA
720
Faithward Advisors
Pennsylvania
– -$13.6K -633 Closed
MWC
721
MBM Wealth Consultants
Missouri
– -$13K -576 Closed
CT
722
Cambridge Trust
Massachusetts
– -$11.2K -513 Closed
GA
723
GoalVest Advisory
New York
– -$7.32K -336 Closed
IFAM
724
Institutional & Family Asset Management
Colorado
– -$4.39K -201 Closed
HI
725
Horizon Investments
North Carolina
– -$3.28K -150 Closed
26 27 28
29
30