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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.

New
Increased
Maintained
Reduced
Closed
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 %
CWA
76
Cornerstone Wealth Advisors
Minnesota
$11.5M +$778K +35,604 +7%
TCPWM
77
Traverso Chambers Private Wealth Management
California
$11.1M +$414K +18,942 +4%
ACA
78
Ackerman Capital Advisors
Texas
$10.7M -$2.91M -133,131 -21%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$10.6M +$362K +16,548 +4%
EWM
80
Empirical Wealth Management
Washington
$10.4M +$306K +14,001 +3%
EE
81
EWG Elevate
California
$9.65M +$6.7M +306,474 +227%
PWM
82
Perigon Wealth Management
California
$9.29M +$833K +38,085 +10%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$9.29M -$1.74M -79,557 -16%
KAS
84
Kestra Advisory Services
Texas
$9.17M -$5.51M -251,862 -38%
TWP
85
Total Wealth Planning
Ohio
$8.96M -$299K -13,689 -3%
PL
86
Polianta Ltd
Jersey
$8.62M +$4.07M +186,000 +89%
CAM
87
Cresset Asset Management
Illinois
$8.62M -$114K -5,214 -1%
SWA
88
Stratos Wealth Advisors
Ohio
$8.14M -$5.91M -270,156 -42%
CAG
89
Curtis Advisory Group
California
$7.89M +$233K +10,638 +3%
HSA
90
HBK Sorce Advisory
Pennsylvania
$7.87M -$8.09M -369,927 -51%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$7.85M +$2.06M +94,374 +36%
HG
92
Harbor Group
New Hampshire
$7.75M -$25.3K -1,158 -0.3%
LC
93
LCNB Corp
Ohio
$7.69M -$184K -8,400 -2%
WAM
94
Weinberger Asset Management
California
$7.68M +$60K +2,745 +0.8%
PP
95
PrairieView Partners
Minnesota
$7.67M -$204K -9,315 -3%
WCA
96
Waypoint Capital Advisors
Minnesota
$7.58M -$32.5K -1,488 -0.4%
GIA
97
Gladstone Institutional Advisory
Florida
$7.45M -$46.2K -2,115 -0.6%
GCP
98
Gill Capital Partners
Colorado
$7.36M +$341K +15,609 +5%
CP
99
Capital Planning
Washington
$7.33M -$363K -16,626 -5%
NDSI
100
Newman Dignan & Sheerar Inc
Rhode Island
$7.22M -$195K -8,916 -3%
2 3
4
5 6