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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

641 hedge funds and large institutions have $6.69B invested in Schwab US Large-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 238 increasing their positions, 255 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
-40
Holders Change %
-5.87%
% of All Funds
10.22%
Holding in Top 10
51
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15%
% of All Funds
0.81%
New
32
Increased
238
Reduced
255
Closed
61
Calls
$1.21M
Puts
–
Net Calls
+$1.21M
Net Calls Change
+$501K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$386M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$445M
3
MG
3
Mather Group
Illinois
$636M
4
SEI Investments
4
SEI Investments
Pennsylvania
$569M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$246M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$48.5M
2
NQWM
2
Northwest Quadrant Wealth Management
Oregon
$0
3
BCIM
3
Bishop & Co Investment Management
Pennsylvania
$19.4K
4
Cerity Partners
4
Cerity Partners
New York
$1.02M
5
PA
5
Prism Advisors
California
$593K
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
51
Garde Capital
Washington
$15.7M +$299K +13,905 +2%
NFW
52
Noble Family Wealth
Florida
$15.5M +$171K +7,953 +1%
BDF
53
Black Diamond Financial
Maryland
$15.1M +$417K +19,425 +3%
FAN
54
Financial Advisors Network
California
$15.1M +$15.1M +702,168 New
VWA
55
Visionary Wealth Advisors
Illinois
$14.9M -$855K -39,804 -5%
SAMC
56
Spectrum Asset Management (California)
California
$14.7M -$498K -23,163 -3%
DP
57
Denver PWM
Colorado
$13.8M +$166K +7,809 +1%
PMG
58
ProVise Management Group
Florida
$13.1M -$3.27M -152,319 -20%
CIA
59
Cape Investment Advisory
Georgia
$12.9M +$18.8K +876 +0.1%
WIA
60
World Investment Advisors
California
$12.3M +$11.6M +540,192 +1,648%
IWA
61
IVC Wealth Advisors
Pennsylvania
$12.2M +$96K +4,467 +0.8%
SIS
62
Strategic Investment Solutions
Illinois
$12.1M +$12M +532,449 +6,283%
SFA
63
Seneca Financial Advisors
New York
$12.1M +$230K +10,689 +2%
GB
64
Goepper Burkhardt
South Carolina
$11.8M -$54.9K -2,553 -0.5%
MWA
65
Martel Wealth Advisors
Washington
$11.7M -$239K -11,124 -2%
GBWM
66
Granite Bay Wealth Management
New Hampshire
$11.6M +$11.6M +514,191 New
TCPWM
67
Traverso Chambers Private Wealth Management
California
$11.6M +$189K +8,781 +2%
GSIS
68
Global Strategic Investment Solutions
Arizona
$11.4M -$6.96K -324 -0.1%
CWA
69
Cornerstone Wealth Advisors
Minnesota
$11.4M -$215K -10,008 -2%
IAN
70
Integrated Advisors Network
Texas
$11.1M -$286K -13,323 -3%
MA
71
Mutual Advisors
Nebraska
$11.1M -$175K -8,139 -2%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$10.6M -$2.13M -98,919 -17%
PWM
73
Perigon Wealth Management
California
$10.3M +$387K +18,003 +4%
AWM
74
Apollon Wealth Management
South Carolina
$10.2M +$9.32M +433,845 +1,007%
EE
75
EWG Elevate
California
$10.2M +$500K +23,253 +5%
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