SCHV icon

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
SEI Investments
Pennsylvania
$728M
2
Morgan Stanley
Morgan Stanley
New York
$96.6M
3
MG
Mather Group
Illinois
$739M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$458M
5
Goldman Sachs
Goldman Sachs
New York
$27.5M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$397M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.37B
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$34.4M
4
Lido Advisors
Lido Advisors
California
$2.5M
5
DP
Denver PWM
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCA
126
Waypoint Capital Advisors
Minnesota
$6.14M -$813K -34,776 -12%
TWM
127
Thrive Wealth Management
Pennsylvania
$6.1M +$2.32M +99,231 +61%
PFWA
128
Paces Ferry Wealth Advisors
Georgia
$6.03M -$48K -2,055 -0.8%
RWM
129
RKL Wealth Management
Pennsylvania
$6.01M -$193K -8,250 -3%
VWA
130
Visionary Wealth Advisors
Illinois
$5.95M -$10.2M -438,396 -63%
CA
131
Cetera Advisors
Colorado
$5.86M +$317K +13,575 +6%
MFG
132
MidWestOne Financial Group
Iowa
$5.67M +$772K +33,054 +16%
FFA
133
Florida Financial Advisors
Florida
$5.66M +$5.66M +242,130 New
CAM
134
Cresset Asset Management
Illinois
$5.65M -$164K -7,026 -3%
OCM
135
One Capital Management
California
$5.64M +$44.2K +1,893 +0.8%
SKK
136
Shepherd Kaplan Krochuk
Massachusetts
$5.59M -$517K -22,131 -8%
Mercer Global Advisors
137
Mercer Global Advisors
Colorado
$5.37M -$414K -17,697 -7%
TC
138
TownSquare Capital
Utah
$5.31M -$709K -30,363 -12%
EWA
139
Exencial Wealth Advisors
Oklahoma
$5.3M +$5.3M +227,013 New
IFS
140
Ifrah Financial Services
Arkansas
$5.15M +$169K +7,251 +3%
LTL
141
Lowery Thomas LLC
California
$5.13M -$639K -27,363 -11%
Baird Financial Group
142
Baird Financial Group
Wisconsin
$5.09M +$1.85M +79,251 +57%
NDSI
143
Newman Dignan & Sheerar Inc
Rhode Island
$5.03M -$309K -13,215 -6%
GWS
144
Glassman Wealth Services
Virginia
$5.02M -$115K -4,938 -2%
Bank of New York Mellon
145
Bank of New York Mellon
New York
$5M +$5M +214,188 New
GPFA
146
Game Plan Financial Advisors
Ohio
$4.85M +$4.85M +207,372 New
CAG
147
Curtis Advisory Group
California
$4.77M -$1.11M -47,520 -19%
DPI
148
Diversified Portfolios Inc
Michigan
$4.74M +$1.76M +75,318 +59%
RDIA
149
RE Dickinson Investment Advisors
Iowa
$4.66M -$9.46K -405 -0.2%
WRPWM
150
Werba Rubin Papier Wealth Management
California
$4.63M -$32.2K -1,380 -0.7%
4 5
6
7 8