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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 %
OWM
101
Opes Wealth Management
California
$6.82M +$109K +4,872 +2%
BAMG
102
Brand Asset Management Group
Missouri
$6.7M -$247K -11,055 -4%
ISWM
103
Independent Solutions Wealth Management
New York
$6.67M +$632K +28,254 +10%
ATWA
104
Arbor Trust Wealth Advisors
Michigan
$6.57M +$116K +5,181 +2%
SPI
105
Santori & Peters Inc
Pennsylvania
$6.44M -$111K -4,944 -2%
SFA
106
Sequoia Financial Advisors
Ohio
$6.39M -$410K -18,354 -6%
IWC
107
Integrated Wealth Concepts
Massachusetts
$6.39M +$488K +21,828 +8%
FFP
108
Forbes Financial Planning
Rhode Island
$6.31M -$151K -6,744 -2%
MCM
109
MAI Capital Management
Ohio
$6.27M -$44.5K -1,992 -0.7%
PFG
110
Piershale Financial Group
Illinois
$6.26M +$6.25M +279,417 +93,139%
WA
111
WBH Advisory
Maryland
$6.2M +$183K +8,163 +3%
CAWM
112
Capital Advisors Wealth Management
Washington
$6.09M -$110K -4,899 -2%
RWM
113
RKL Wealth Management
Pennsylvania
$6.09M -$130K -5,832 -2%
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$5.94M -$2.09M -93,420 -26%
PAS
115
Park Avenue Securities
New York
$5.81M +$156K +6,954 +3%
PFWA
116
Paces Ferry Wealth Advisors
Georgia
$5.8M -$193K -8,613 -3%
AIA
117
Ally Invest Advisors
North Carolina
$5.78M +$1.75M +78,243 +43%
SKK
118
Shepherd Kaplan Krochuk
Massachusetts
$5.71M -$66K -2,949 -1%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$5.67M -$483K -21,621 -8%
SS
120
Sunbelt Securities
Texas
$5.62M +$268K +11,979 +5%
CMP
121
Courage Miller Partners
Virginia
$5.52M +$5.23K +234 +0.1%
CI
122
Conning Inc
Connecticut
$5.5M -$1.69M -75,492 -23%
NDSI
123
Newman Dignan & Sheerar Inc
Rhode Island
$5.39M -$1.99M -89,121 -27%
LIM
124
Leavell Investment Management
Alabama
$5.38M -$1.09M -48,849 -17%
OCM
125
One Capital Management
California
$5.36M -$648K -28,998 -11%
3 4
5
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