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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
Mather Group
Illinois
$563M
2
Lido Advisors
Lido Advisors
California
$23M
3
SEI Investments
SEI Investments
Pennsylvania
$522M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$204M
5
HighTower Advisors
HighTower Advisors
Illinois
$56.1M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
$281M
2
LPL Financial
LPL Financial
California
$70.6M
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.31B
4
FWP
FAS Wealth Partners
Kansas
$34.7M
5
WIA
World Investment Advisors
California
$821K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
126
GSB Wealth Management
Connecticut
$5.43M +$512K +23,277 +10%
CMP
127
Courage Miller Partners
Virginia
$5.39M +$497K +22,731 +10%
BWM
128
BCGM Wealth Management
Indiana
$5.28M -$774K -35,409 -13%
LFP
129
Leeward Financial Partners
Washington
$5.21M +$210K +9,624 +4%
SS
130
Sunbelt Securities
Texas
$5.16M -$15.9K -735 -0.3%
SAF
131
Smith Anglin Financial
Texas
$5.07M -$1.35M -61,593 -21%
BlackRock
132
BlackRock
New York
$4.96M -$1.67M -76,368 -25%
LTL
133
Lowery Thomas LLC
California
$4.89M -$648K -29,646 -12%
GWS
134
Glassman Wealth Services
Virginia
$4.88M -$23.2K -1,059 -0.5%
ACA
135
Affinity Capital Advisors
California
$4.87M -$311K -14,220 -6%
RA
136
Riversedge Advisors
Delaware
$4.62M +$10.8K +495 +0.2%
HWM
137
HB Wealth Management
Georgia
$4.61M -$26K -1,188 -0.6%
SCI
138
Stableford Capital II
Arizona
$4.55M +$4.55M +206,619 New
CA
139
Cetera Advisors
Colorado
$4.54M -$153K -6,996 -3%
WRPWM
140
Werba Rubin Papier Wealth Management
California
$4.5M -$652K -29,829 -13%
IFS
141
Ifrah Financial Services
Arkansas
$4.48M -$39.2K -1,794 -0.9%
MWM
142
Meridian Wealth Management
Kentucky
$4.48M +$90.5K +4,140 +2%
SWM
143
SeaCrest Wealth Management
New York
$4.45M -$120K -5,496 -3%
BAM
144
Berkshire Asset Management
Pennsylvania
$4.45M -$164K -7,518 -4%
FAM
145
Family Asset Management
South Carolina
$4.44M +$248K +11,349 +6%
TWM
146
Thrive Wealth Management
Pennsylvania
$4.43M +$9.38K +429 +0.2%
RJFSA
147
Raymond James Financial Services Advisors
Florida
$4.36M -$661K -30,255 -13%
RDIA
148
RE Dickinson Investment Advisors
Iowa
$4.22M -$4.56M -208,800 -52%
SF
149
Summit Financial
New Jersey
$4.06M +$42.8K +1,956 +1%
SF
150
Safeguard Financial
Wisconsin
$4.06M -$453K -20,739 -10%
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