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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
Wealth Enhancement Advisory Services
Minnesota
$386M
2
Osaic Holdings
Osaic Holdings
Arizona
$445M
3
MG
Mather Group
Illinois
$636M
4
SEI Investments
SEI Investments
Pennsylvania
$569M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$246M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$48.5M
2
NQWM
Northwest Quadrant Wealth Management
Oregon
$0
3
BCIM
Bishop & Co Investment Management
Pennsylvania
$19.4K
4
Cerity Partners
Cerity Partners
New York
$1.02M
5
PA
Prism Advisors
California
$593K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
126
Glassman Wealth Services
Virginia
$4.72M +$21.8K +1,014 +0.5%
IFS
127
Ifrah Financial Services
Arkansas
$4.58M +$131K +6,087 +3%
SAF
128
Smith Anglin Financial
Texas
$4.57M -$214K -9,975 -4%
MFG
129
MidWestOne Financial Group
Iowa
$4.5M +$453K +21,072 +11%
WA
130
WBH Advisory
Maryland
$4.38M -$1.58M -73,371 -26%
HWM
131
HB Wealth Management
Georgia
$4.35M -$5.29K -246 -0.1%
AAS
132
Avantax Advisory Services
Texas
$4.3M +$426K +19,839 +11%
SWM
133
SeaCrest Wealth Management
New York
$4.29M +$28.4K +1,320 +0.7%
RDIA
134
RE Dickinson Investment Advisors
Iowa
$4.29M +$70.2K +3,267 +2%
WRPWM
135
Werba Rubin Papier Wealth Management
California
$4.29M -$187K -8,694 -4%
ACA
136
Affinity Capital Advisors
California
$4.24M -$262K -12,186 -6%
PAS
137
Park Avenue Securities
New York
$4.14M -$1.44M -67,101 -26%
RJFSA
138
Raymond James Financial Services Advisors
Florida
$4.07M -$328K -15,279 -7%
SF
139
Summit Financial
New Jersey
$4.03M -$48.8K -2,271 -1%
BCI
140
Brinker Capital Investments
Pennsylvania
$4M -$153K -7,104 -4%
OPS
141
Orion Portfolio Solutions
Nebraska
$4M -$153K -7,104 -4%
SFG
142
StrategIQ Financial Group
Indiana
$3.99M +$50K +2,328 +1%
SWM
143
Sculati Wealth Management
Michigan
$3.93M +$114K +5,307 +3%
PFA
144
Petra Financial Advisors
Colorado
$3.9M +$378K +17,589 +11%
PIA
145
Panoramic Investment Advisors
Colorado
$3.88M +$3.88M +180,441 New
AWM
146
AE Wealth Management
Kansas
$3.87M +$1.3M +60,549 +51%
SCA
147
Stonebridge Capital Advisors
Minnesota
$3.86M -$81.3K -3,783 -2%
PSCM
148
Per Stirling Capital Management
Texas
$3.85M +$121K +5,616 +3%
LIM
149
Leavell Investment Management
Alabama
$3.83M -$1.33M -61,977 -26%
SF
150
Safeguard Financial
Wisconsin
$3.82M -$212K -9,867 -5%
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