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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 %
WPIC
101
White Pine Investment Company
Michigan
$6.73M +$62.8K +2,922 +0.9%
WP
102
WealthShield Partners
North Carolina
$6.63M -$65.1K -3,030 -1%
OWM
103
Opes Wealth Management
California
$6.6M +$43.3K +2,016 +0.7%
ATWA
104
Arbor Trust Wealth Advisors
Michigan
$6.39M +$78.3K +3,642 +1%
WCA
105
Waypoint Capital Advisors
Minnesota
$6.39M -$880K -40,974 -12%
SS
106
Sunbelt Securities
Texas
$6.2M +$800K +37,248 +15%
SPI
107
Santori & Peters Inc
Pennsylvania
$6.14M -$46.7K -2,172 -0.8%
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$6.12M +$412K +19,185 +7%
SFA
109
Sequoia Financial Advisors
Ohio
$6.02M -$120K -5,568 -2%
BAMG
110
Brand Asset Management Group
Missouri
$5.98M -$454K -21,123 -7%
GIA
111
Gladstone Institutional Advisory
Florida
$5.84M -$1.26M -58,587 -18%
CAWM
112
Capital Advisors Wealth Management
Washington
$5.71M -$150K -6,963 -3%
RWM
113
RKL Wealth Management
Pennsylvania
$5.7M -$149K -6,915 -3%
CMP
114
Courage Miller Partners
Virginia
$5.68M +$375K +17,445 +7%
SKK
115
Shepherd Kaplan Krochuk
Massachusetts
$5.62M +$127K +5,889 +2%
PFWA
116
Paces Ferry Wealth Advisors
Georgia
$5.59M +$9.86K +459 +0.2%
TC
117
TownSquare Capital
Utah
$5.53M +$2.06M +95,925 +59%
CAG
118
Curtis Advisory Group
California
$5.4M -$2.75M -127,842 -34%
CAM
119
Cresset Asset Management
Illinois
$5.35M -$1.49M -69,126 -22%
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$5.31M -$133K -6,207 -2%
LTL
121
Lowery Thomas LLC
California
$5.3M +$334K +15,522 +7%
OCM
122
One Capital Management
California
$5.14M -$9.67K -450 -0.2%
CA
123
Cetera Advisors
Colorado
$5.1M +$708K +32,970 +16%
NDSI
124
Newman Dignan & Sheerar Inc
Rhode Island
$4.91M -$272K -12,666 -5%
BAM
125
Berkshire Asset Management
Pennsylvania
$4.78M +$159K +7,416 +3%
3 4
5
6 7