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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
Mather Group
Illinois
$618M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$237M
3
SEI Investments
SEI Investments
Pennsylvania
$562M
4
BCIM
Bishop & Co Investment Management
Pennsylvania
$18.8M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$19.5M

Top Sellers

1
MMEA
Main Management ETF Advisors
California
$0
2
FMP
Financial Management Professionals
Texas
$119K
3
MM
Main Management
California
$0
4
SA
Scarborough Advisors
Maryland
$0
5
NFG
Nadler Financial Group
Illinois
$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTL
126
Lowery Thomas LLC
California
$5.17M +$165K +7,386 +3%
SAF
127
Smith Anglin Financial
Texas
$4.98M -$206K -9,222 -4%
GWS
128
Glassman Wealth Services
Virginia
$4.89M -$103K -4,599 -2%
BAM
129
Berkshire Asset Management
Pennsylvania
$4.81M +$264K +11,799 +6%
RA
130
Riversedge Advisors
Delaware
$4.75M +$28.7K +1,284 +0.6%
ACA
131
Affinity Capital Advisors
California
$4.69M -$293K -13,116 -6%
MWM
132
Meridian Wealth Management
Kentucky
$4.67M +$86.1K +3,852 +2%
WRPWM
133
Werba Rubin Papier Wealth Management
California
$4.66M +$52.5K +2,346 +1%
CFGS
134
Concourse Financial Group Securities
Alabama
$4.63M +$579K +25,875 +14%
IFS
135
Ifrah Financial Services
Arkansas
$4.63M +$43.9K +1,965 +1%
RJFSA
136
Raymond James Financial Services Advisors
Florida
$4.58M +$117K +5,247 +3%
CA
137
Cetera Advisors
Colorado
$4.57M -$73.6K -3,291 -2%
HWM
138
HB Wealth Management
Georgia
$4.53M -$186K -8,298 -4%
SWM
139
SeaCrest Wealth Management
New York
$4.44M -$116K -5,193 -3%
RDIA
140
RE Dickinson Investment Advisors
Iowa
$4.39M +$72.4K +3,237 +2%
BCI
141
Brinker Capital Investments
Pennsylvania
$4.32M +$3.44M +153,897 +392%
OPS
142
Orion Portfolio Solutions
Nebraska
$4.32M +$3.44M +153,897 +392%
FAM
143
Family Asset Management
South Carolina
$4.31M -$237K -10,584 -5%
SF
144
Summit Financial
New Jersey
$4.24M +$87.7K +3,921 +2%
MFG
145
MidWestOne Financial Group
Iowa
$4.21M +$143K +6,411 +4%
SF
146
Safeguard Financial
Wisconsin
$4.2M +$43.7K +1,953 +1%
SCA
147
Stonebridge Capital Advisors
Minnesota
$4.1M +$51K +2,280 +1%
SFG
148
StrategIQ Financial Group
Indiana
$4.1M +$93.7K +4,188 +2%
CA
149
Continuum Advisory
Idaho
$4.09M +$30.7K +1,374 +0.8%
AAS
150
Avantax Advisory Services
Texas
$4.03M +$174K +7,788 +5%
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