SCHV icon

Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

722 hedge funds and large institutions have $7.59B invested in Schwab US Large-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 230 increasing their positions, 260 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
+81
Holders Change %
+12.64%
% of All Funds
10.58%
Holding in Top 10
66
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+29.41%
% of All Funds
0.97%
New
117
Increased
230
Reduced
260
Closed
30
Calls
$1.63M
Puts
–
Net Calls
+$1.63M
Net Calls Change
+$422K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$109M
2
Morgan Stanley
Morgan Stanley
New York
+$51.8M
3
MG
Mather Group
Illinois
+$47.7M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$38.3M
5
Goldman Sachs
Goldman Sachs
New York
+$26.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$86.9M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$25.2M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$18.3M
4
Lido Advisors
Lido Advisors
California
-$15.2M
5
DP
Denver PWM
Colorado
-$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMA
701
Cedar Mountain Advisors
Oregon
$2.66K – – –
RWPA
702
Richard W. Paul & Associates
Michigan
$2.52K -$2.38K -102 -49%
CCMW
703
Cypress Capital Management (Wyoming)
Wyoming
$2.45K -$1.19K -51 -33%
WT
704
Washington Trust
Rhode Island
$2.45K – – –
AIA
705
Armor Investment Advisors
North Carolina
$2.31K -$42.3K -1,812 -95%
RA
706
Rise Advisors
New York
$2.14K – – –
AWM
707
Abound Wealth Management
Tennessee
$2.03K – – –
GWMIA
708
Global Wealth Management Investment Advisory
Florida
$1.75K – – –
First Manhattan
709
First Manhattan
New York
$1.33K +$1.33K +57 New
CP
710
Castleview Partners
Texas
$1.12K +$1.12K +48 New
CMP
711
Coston McIsaac & Partners
Maine
$1K – – –
WWM
712
Wolff Wiese Magana
California
$701 – – –
AAMA
713
Advanced Asset Management Advisors
Ohio
$701 +$701 +30 New
VAG
714
VisionPoint Advisory Group
Texas
$701 +$701 +30 New
BIA
715
Bell Investment Advisors
California
$631 – – –
IF
716
Integrity Financial
Wyoming
$421 – – –
GGI
717
Godsey & Gibb Inc
Virginia
$351 – – –
NC
718
NewSquare Capital
Pennsylvania
$291 -$364 -15 -56%
BNP Paribas Financial Markets
719
BNP Paribas Financial Markets
France
$210 +$210 +9 New
SWA
720
SOA Wealth Advisors
New York
$112 – – –
ME
721
McIlrath & Eck
Washington
$70 – – –
IHWM
722
Iron Horse Wealth Management
Iowa
$70 – – –
CPG
723
Cornerstone Planning Group
New Jersey
$70 – – –
PIP
724
Peachtree Investment Partners
Florida
$25 -$6.53K -303 Closed
DP
725
Denver PWM
Colorado
– -$13.8M -651,309 Closed
27 28
29
30 31