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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 %
CWM
76
Congress Wealth Management
Massachusetts
$10.2M +$103K +4,389 +1%
EWM
77
Empirical Wealth Management
Washington
$10M -$948K -40,584 -9%
LC
78
LCNB Corp
Ohio
$9.97M +$4.07K +174 +0%
RGF
79
Retirement Guys Formula
Ohio
$9.95M +$9.72M +416,145 +4,216%
KAS
80
Kestra Advisory Services
Texas
$9.95M +$41.9K +1,794 +0.4%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$9.79M -$1.69M -72,282 -15%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$9.75M -$68.1K -2,916 -0.7%
BWL
83
Bogart Wealth LLC
Virginia
$9.7M +$1.55M +66,327 +19%
EE
84
EWG Elevate
California
$9.33M -$1.75M -74,796 -16%
MCM
85
MAI Capital Management
Ohio
$8.96M -$1.2M -51,477 -12%
TWP
86
Total Wealth Planning
Ohio
$8.77M -$368K -15,765 -4%
BAM
87
Berkshire Asset Management
Pennsylvania
$8.69M +$3.49M +149,358 +67%
UWM
88
USAdvisors Wealth Management
Minnesota
$8.33M +$8.06M +345,123 +3,069%
GCP
89
Gill Capital Partners
Colorado
$8.28M +$273K +11,685 +3%
HG
90
Harbor Group
New Hampshire
$8.17M +$25.7K +1,098 +0.3%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$8.14M -$2.04M -87,381 -20%
KNFPWM
92
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$8.04M +$8.04M +343,929 New
IWC
93
Integrated Wealth Concepts
Massachusetts
$7.97M +$19.2K +822 +0.2%
WAM
94
Weinberger Asset Management
California
$7.96M -$243K -10,404 -3%
JJBC
95
James J. Burns & Company
New York
$7.92M +$180K +7,710 +2%
MBI
96
May Barnhard Investments
Maryland
$7.84M +$7.84M +335,691 New
ACA
97
Ackerman Capital Advisors
Texas
$7.81M -$1.04M -44,577 -12%
CP
98
Capital Planning
Washington
$7.81M +$21.2K +909 +0.3%
IWA
99
IVC Wealth Advisors
Pennsylvania
$7.77M -$5.55M -237,522 -42%
ISWM
100
Independent Solutions Wealth Management
New York
$7.74M +$139K +5,952 +2%
2 3
4
5 6