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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 %
CAN
51
Cetera Advisor Networks
California
$17.6M -$76.8K -3,432 -0.4%
CWAG
52
Carlsbad Wealth Advisory Group
California
$17.5M +$17.5M +780,657 New
PA
53
Prism Advisors
California
$17.4M +$819K +36,624 +5%
PMG
54
ProVise Management Group
Florida
$17.1M -$345K -15,423 -2%
PCIA
55
Prime Capital Investment Advisors
Kansas
$16.9M +$2.34M +104,694 +16%
SAM
56
Summit Asset Management
Tennessee
$16.8M +$62.2K +2,781 +0.4%
VWA
57
Visionary Wealth Advisors
Illinois
$16.4M -$2.49M -111,456 -13%
GC
58
Garde Capital
Washington
$16M -$174K -7,767 -1%
NFW
59
Noble Family Wealth
Florida
$16M -$27.4K -1,224 -0.2%
SAMC
60
Spectrum Asset Management (California)
California
$15.8M +$158K +7,047 +1%
BDF
61
Black Diamond Financial
Maryland
$15.3M +$1.07M +47,799 +7%
DP
62
Denver PWM
Colorado
$14.4M +$131K +5,847 +0.9%
CIA
63
Cape Investment Advisory
Georgia
$13.4M +$205K +9,180 +2%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$13.2M +$447K +20,001 +4%
IWA
65
IVC Wealth Advisors
Pennsylvania
$12.6M +$147K +6,594 +1%
MWA
66
Martel Wealth Advisors
Washington
$12.5M -$1.14M -51,159 -8%
SFA
67
Seneca Financial Advisors
New York
$12.3M -$242K -10,803 -2%
GB
68
Goepper Burkhardt
South Carolina
$12.3M +$6.71K +300 +0.1%
CWA
69
Cornerstone Wealth Advisors
Minnesota
$12.1M +$290K +12,984 +2%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$11.9M +$1.03M +46,107 +10%
IAN
71
Integrated Advisors Network
Texas
$11.9M -$188K -8,424 -2%
GSIS
72
Global Strategic Investment Solutions
Arizona
$11.9M -$32.5K -1,452 -0.3%
TCPWM
73
Traverso Chambers Private Wealth Management
California
$11.8M +$522K +23,355 +5%
MA
74
Mutual Advisors
Nebraska
$11.7M -$349K -15,600 -3%
EFG
75
Ethos Financial Group
Pennsylvania
$11.7M – – –
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3
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