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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

721 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 116 funds opening new positions, 230 increasing their positions, 260 reducing their positions, and 30 closing their positions.

Holders
721
Holders Change
+80
Holders Change %
+12.48%
% of All Funds
10.57%
Holding in Top 10
66
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+29.41%
% of All Funds
0.97%
New
116
Increased
230
Reduced
260
Closed
30
Calls
$1.63M
Puts
–
Net Calls
+$1.63M
Net Calls Change
+$422K

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$728M
2
Morgan Stanley
2
Morgan Stanley
New York
$96.6M
3
MG
3
Mather Group
Illinois
$739M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$458M
5
Goldman Sachs
5
Goldman Sachs
New York
$27.5M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$397M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.37B
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$34.4M
4
Lido Advisors
4
Lido Advisors
California
$2.5M
5
DP
5
Denver PWM
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
51
Cerity Partners
New York
$19.2M +$18.1M +773,214 +1,635%
BDF
52
Black Diamond Financial
Maryland
$17.9M +$1.46M +62,304 +9%
SAM
53
Summit Asset Management
Tennessee
$17.7M +$89.1K +3,813 +0.5%
FAN
54
Financial Advisors Network
California
$17.6M +$1.24M +52,878 +8%
NFW
55
Noble Family Wealth
Florida
$17.5M +$568K +24,294 +3%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$16.9M -$5.07M -216,864 -23%
CAN
57
Cetera Advisor Networks
California
$16.6M -$1.71M -73,353 -9%
GC
58
Garde Capital
Washington
$16.5M -$566K -24,204 -3%
MML Investors Services
59
MML Investors Services
Massachusetts
$14.7M -$5.56M -237,813 -27%
CIA
60
Cape Investment Advisory
Georgia
$14M +$30.4K +1,302 +0.2%
SFA
61
Seneca Financial Advisors
New York
$13.9M +$725K +31,017 +6%
CWA
62
Cornerstone Wealth Advisors
Minnesota
$13.7M +$1.36M +58,200 +11%
MA
63
Mutual Advisors
Nebraska
$13.5M +$1.46M +62,556 +12%
PMG
64
ProVise Management Group
Florida
$13.4M -$923K -39,522 -6%
TCPWM
65
Traverso Chambers Private Wealth Management
California
$13.3M +$759K +32,478 +6%
GB
66
Goepper Burkhardt
South Carolina
$12.9M -$71.2K -3,000 -0.5%
MWA
67
Martel Wealth Advisors
Washington
$12.7M -$77.1K -3,300 -0.6%
IAN
68
Integrated Advisors Network
Texas
$12.4M +$288K +12,342 +2%
GSIS
69
Global Strategic Investment Solutions
Arizona
$12.3M -$85K -3,636 -0.7%
PWM
70
Perigon Wealth Management
California
$12.2M +$1.03M +44,202 +9%
EFG
71
Ethos Financial Group
Pennsylvania
$11.4M +$1.04M +44,718 +10%
AIA
72
Ally Invest Advisors
North Carolina
$11.4M +$2.35M +100,386 +26%
US Bancorp
73
US Bancorp
Minnesota
$11.4M -$9.47M -405,423 -45%
AAS
74
Avantax Advisory Services
Texas
$10.5M +$5.85M +250,188 +125%
GBWM
75
Granite Bay Wealth Management
New Hampshire
$10.5M -$777K -35,550 -7%
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