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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.

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
1
Mather Group
Illinois
$563M
2
Lido Advisors
2
Lido Advisors
California
$23M
3
SEI Investments
3
SEI Investments
Pennsylvania
$522M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$204M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$56.1M

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$281M
2
LPL Financial
2
LPL Financial
California
$70.6M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.31B
4
FWP
4
FAS Wealth Partners
Kansas
$34.7M
5
WIA
5
World Investment Advisors
California
$821K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$17.3M +$30.1K +1,377 +0.2%
PMG
52
ProVise Management Group
Florida
$17M -$1.09M -50,043 -6%
Cerity Partners
53
Cerity Partners
New York
$16.9M +$250K +11,439 +2%
XF
54
XML Financial
Maryland
$16.8M -$436K -19,938 -3%
MML Investors Services
55
MML Investors Services
Massachusetts
$16.7M -$3.4M -155,493 -17%
SAM
56
Summit Asset Management
Tennessee
$16.3M -$224K -10,266 -1%
PA
57
Prism Advisors
California
$16.2M +$345K +15,801 +2%
GC
58
Garde Capital
Washington
$15.8M -$64.6K -2,955 -0.4%
NFW
59
Noble Family Wealth
Florida
$15.6M +$15.6M +715,833 New
SAMC
60
Spectrum Asset Management (California)
California
$15.3M -$449K -20,520 -3%
PCIA
61
Prime Capital Investment Advisors
Kansas
$14.3M -$544K -24,870 -4%
BDF
62
Black Diamond Financial
Maryland
$13.9M +$1.76M +80,535 +14%
BHB
63
Bank Hapoalim BM
Israel
$13.9M – – –
DP
64
Denver PWM
Colorado
$13.9M +$663K +30,474 +5%
NFG
65
Nadler Financial Group
Illinois
$13.7M -$10.4M -477,792 -43%
MWA
66
Martel Wealth Advisors
Washington
$13.3M +$1.41M +64,476 +12%
CIA
67
Cape Investment Advisory
Georgia
$12.9M +$12.9M +589,518 New
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$12.5M -$328K -15,015 -3%
SFA
69
Seneca Financial Advisors
New York
$12.3M +$451K +20,631 +4%
IWA
70
IVC Wealth Advisors
Pennsylvania
$12.2M +$32.8K +1,500 +0.3%
GB
71
Goepper Burkhardt
South Carolina
$12M +$359K +16,413 +3%
IAN
72
Integrated Advisors Network
Texas
$11.8M +$18.1K +828 +0.2%
MA
73
Mutual Advisors
Nebraska
$11.8M -$254K -11,625 -2%
EFG
74
Ethos Financial Group
Pennsylvania
$11.7M +$368K +16,851 +3%
GSIS
75
Global Strategic Investment Solutions
Arizona
$11.6M -$659K -30,147 -5%
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