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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 %
EWM
76
Empirical Wealth Management
Washington
$10.6M -$34.8K -1,557 -0.3%
PWM
77
Perigon Wealth Management
California
$10.3M +$786K +35,139 +8%
RGF
78
Retirement Guys Formula
Ohio
$10.2M +$10M +448,188 +4,452%
EE
79
EWG Elevate
California
$10.1M +$213K +9,534 +2%
ACA
80
Ackerman Capital Advisors
Texas
$10.1M -$906K -40,527 -8%
SWA
81
Stratos Wealth Advisors
Ohio
$9.51M +$1.18M +52,923 +14%
KAS
82
Kestra Advisory Services
Texas
$9.43M +$51.1K +2,286 +0.5%
TWP
83
Total Wealth Planning
Ohio
$8.98M -$189K -8,466 -2%
LC
84
LCNB Corp
Ohio
$8.63M +$757K +33,828 +10%
CAG
85
Curtis Advisory Group
California
$8.48M +$414K +18,501 +5%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$8.3M -$1.2M -53,484 -13%
HSA
87
HBK Sorce Advisory
Pennsylvania
$7.87M -$184K -8,238 -2%
HG
88
Harbor Group
New Hampshire
$7.86M -$72.9K -3,261 -0.9%
WAM
89
Weinberger Asset Management
California
$7.79M -$73.1K -3,267 -0.9%
BWL
90
Bogart Wealth LLC
Virginia
$7.65M +$646K +28,899 +9%
GCP
91
Gill Capital Partners
Colorado
$7.63M +$100K +4,476 +1%
WCA
92
Waypoint Capital Advisors
Minnesota
$7.57M -$186K -8,328 -2%
CP
93
Capital Planning
Washington
$7.39M -$116K -5,169 -2%
GIA
94
Gladstone Institutional Advisory
Florida
$7.38M -$234K -10,461 -3%
PP
95
PrairieView Partners
Minnesota
$7.35M -$500K -22,365 -6%
JJBC
96
James J. Burns & Company
New York
$7.27M -$51.8K -2,316 -0.7%
BHB
97
Bank Hapoalim BM
Israel
$7.11M -$7.11M -318,000 -50%
CAM
98
Cresset Asset Management
Illinois
$7.11M -$1.71M -76,446 -19%
WP
99
WealthShield Partners
North Carolina
$6.96M +$144K +6,450 +2%
WPIC
100
White Pine Investment Company
Michigan
$6.94M +$93K +4,161 +1%
2 3
4
5 6