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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 %
JJBC
101
James J. Burns & Company
New York
$7.16M +$1.99M +90,960 +38%
CI
102
Conning Inc
Connecticut
$7.03M – – –
PFO
103
Pathstone Family Office
New Jersey
$6.91M -$7.28M -332,907 -51%
BWL
104
Bogart Wealth LLC
Virginia
$6.85M +$2.53M +115,674 +59%
BAMG
105
Brand Asset Management Group
Missouri
$6.79M -$24.1K -1,101 -0.4%
WPIC
106
White Pine Investment Company
Michigan
$6.69M -$99.2K -4,539 -1%
WP
107
WealthShield Partners
North Carolina
$6.67M +$118K +5,397 +2%
SFA
108
Sequoia Financial Advisors
Ohio
$6.65M -$541K -24,747 -8%
OWM
109
Opes Wealth Management
California
$6.56M +$20.7K +948 +0.3%
SPI
110
Santori & Peters Inc
Pennsylvania
$6.4M -$72.1K -3,300 -1%
LIM
111
Leavell Investment Management
Alabama
$6.32M -$542K -24,783 -8%
FFP
112
Forbes Financial Planning
Rhode Island
$6.31M +$893K +40,845 +16%
ATWA
113
Arbor Trust Wealth Advisors
Michigan
$6.31M -$52.9K -2,421 -0.8%
MCM
114
MAI Capital Management
Ohio
$6.17M -$86.2K -3,945 -1%
RWM
115
RKL Wealth Management
Pennsylvania
$6.08M +$71.2K +3,255 +1%
CAWM
116
Capital Advisors Wealth Management
Washington
$6.06M -$699K -31,962 -10%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$6.01M -$368K -16,815 -6%
Citadel Advisors
118
Citadel Advisors
Florida
$5.95M +$5.95M +272,334 New
ISWM
119
Independent Solutions Wealth Management
New York
$5.9M -$172K -7,887 -3%
WA
120
WBH Advisory
Maryland
$5.89M +$5.89M +269,244 New
OCM
121
One Capital Management
California
$5.88M -$131K -5,970 -2%
PFWA
122
Paces Ferry Wealth Advisors
Georgia
$5.86M -$2.91M -133,320 -33%
IWC
123
Integrated Wealth Concepts
Massachusetts
$5.77M +$770K +35,202 +15%
SKK
124
Shepherd Kaplan Krochuk
Massachusetts
$5.65M -$131K -5,973 -2%
PAS
125
Park Avenue Securities
New York
$5.53M -$645K -29,487 -10%
3 4
5
6 7