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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.

New
Increased
Maintained
Reduced
Closed
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 %
WPIC
101
White Pine Investment Company
Michigan
$7.72M +$404K +17,310 +6%
HSA
102
HBK Sorce Advisory
Pennsylvania
$7.61M -$529K -22,644 -7%
BHB
103
Bank Hapoalim BM
Israel
$7.43M – – –
Envestnet Portfolio Solutions
104
Envestnet Portfolio Solutions
Illinois
$7.41M -$455K -19,461 -6%
WP
105
WealthShield Partners
North Carolina
$7.32M +$112K +4,779 +2%
BA
106
Brightwater Advisory
Florida
$7.24M +$7.24M +355,377 New
SS
107
Sunbelt Securities
Texas
$7.22M +$484K +20,709 +7%
OWM
108
Opes Wealth Management
California
$7.16M -$16.1K -690 -0.2%
PP
109
PrairieView Partners
Minnesota
$7.14M -$339K -14,523 -5%
BAMG
110
Brand Asset Management Group
Missouri
$7.01M +$504K +21,579 +8%
SWA
111
Stratos Wealth Advisors
Ohio
$6.98M -$4.09M -174,987 -37%
RWP
112
RWA Wealth Partners
Massachusetts
$6.86M +$4.45M +190,533 +185%
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$6.78M +$125K +5,331 +2%
SDWMA
114
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.76M +$3.78M +161,877 +127%
SPI
115
Santori & Peters Inc
Pennsylvania
$6.72M +$48.1K +2,058 +0.7%
CKAIS
116
Christensen King & Associates Investment Services
Washington
$6.58M +$6.58M +281,508 New
ATWA
117
Arbor Trust Wealth Advisors
Michigan
$6.37M -$583K -24,963 -8%
RJFSA
118
Raymond James Financial Services Advisors
Florida
$6.36M +$1.93M +82,518 +44%
SFA
119
Sequoia Financial Advisors
Ohio
$6.34M -$207K -8,871 -3%
RL
120
Retireful LLC
Michigan
$6.3M +$6.3M +269,403 New
GIA
121
Gladstone Institutional Advisory
Florida
$6.26M -$86.3K -3,693 -1%
CMP
122
Courage Miller Partners
Virginia
$6.25M +$76.7K +3,282 +1%
AFG
123
Atomi Financial Group
New York
$6.21M +$6.21M +265,962 New
OPS
124
Orion Portfolio Solutions
Nebraska
$6.2M +$1.84M +78,630 +42%
BCI
125
Brinker Capital Investments
Pennsylvania
$6.2M +$1.84M +78,630 +42%
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5
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