SCHV icon

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.

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

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$397M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.37B
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$34.4M
4
Lido Advisors
Lido Advisors
California
$2.5M
5
DP
Denver PWM
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
751
Coppell Advisory Solutions
Texas
– -$1.98K -90 Closed
PTC
752
Private Trust Company
Ohio
– -$645 -30 Closed
27 28 29 30
31