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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 %
SWA
76
Stratos Wealth Advisors
Ohio
$10.2M +$1.04M +48,627 +11%
EWM
77
Empirical Wealth Management
Washington
$10.1M -$75.9K -3,531 -0.7%
EFG
78
Ethos Financial Group
Pennsylvania
$9.54M -$1.93M -89,772 -17%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$9.36M -$2.05M -95,562 -18%
MCM
80
MAI Capital Management
Ohio
$9.35M +$3.32M +154,731 +55%
CWM
81
Congress Wealth Management
Massachusetts
$9.31M +$9.31M +433,071 New
LC
82
LCNB Corp
Ohio
$9.17M +$878K +40,854 +11%
KAS
83
Kestra Advisory Services
Texas
$9.11M +$48.4K +2,253 +0.5%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$9.03M +$1.05M +48,996 +13%
TWP
85
Total Wealth Planning
Ohio
$8.41M -$222K -10,341 -3%
AIA
86
Ally Invest Advisors
North Carolina
$8.32M +$2.77M +129,021 +50%
ACA
87
Ackerman Capital Advisors
Texas
$8.14M -$1.52M -70,875 -16%
WAM
88
Weinberger Asset Management
California
$7.55M +$65.3K +3,039 +0.9%
BWL
89
Bogart Wealth LLC
Virginia
$7.5M +$145K +6,726 +2%
HG
90
Harbor Group
New Hampshire
$7.49M -$58.8K -2,736 -0.8%
HSA
91
HBK Sorce Advisory
Pennsylvania
$7.48M -$74.9K -3,486 -1%
GCP
92
Gill Capital Partners
Colorado
$7.36M +$31.5K +1,467 +0.4%
IWC
93
Integrated Wealth Concepts
Massachusetts
$7.32M +$1.18M +54,732 +19%
MWM
94
Meridian Wealth Management
Kentucky
$7.31M +$2.83M +131,817 +63%
Envestnet Portfolio Solutions
95
Envestnet Portfolio Solutions
Illinois
$7.23M +$7.23M +336,657 New
CP
96
Capital Planning
Washington
$7.16M +$67.5K +3,141 +1%
JJBC
97
James J. Burns & Company
New York
$7.12M +$134K +6,243 +2%
ISWM
98
Independent Solutions Wealth Management
New York
$6.99M +$578K +26,886 +9%
PP
99
PrairieView Partners
Minnesota
$6.88M -$179K -8,325 -3%
BHB
100
Bank Hapoalim BM
Israel
$6.83M – – –
2 3
4
5 6