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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 %
Jane Street
151
Jane Street
New York
$4.04M -$1.72M -78,474 -30%
FTUS
152
Flow Traders U.S.
New York
$3.98M +$3.98M +182,016 New
MFG
153
MidWestOne Financial Group
Iowa
$3.98M +$757K +34,626 +23%
CA
154
Continuum Advisory
Idaho
$3.97M -$193K -8,811 -5%
CFGS
155
Concourse Financial Group Securities
Alabama
$3.96M -$222K -10,161 -5%
SCA
156
Stonebridge Capital Advisors
Minnesota
$3.96M +$123K +5,610 +3%
CG
157
Colony Group
Massachusetts
$3.95M -$209K -9,564 -5%
AIA
158
Ally Invest Advisors
North Carolina
$3.94M +$1.22M +55,629 +45%
TWP
159
Transparent Wealth Partners
Arkansas
$3.94M -$114K -5,223 -3%
ECG
160
Edge Capital Group
Georgia
$3.91M +$233K +10,650 +6%
SFG
161
StrategIQ Financial Group
Indiana
$3.91M +$42.6K +1,947 +1%
AAS
162
Avantax Advisory Services
Texas
$3.77M +$177K +8,082 +5%
CAG
163
Compass Advisory Group
New York
$3.76M -$114K -5,196 -3%
SWM
164
Sculati Wealth Management
Michigan
$3.7M -$9.44K -432 -0.3%
PSCM
165
Per Stirling Capital Management
Texas
$3.7M -$315K -14,430 -8%
AC
166
Avant Capital
Louisiana
$3.64M +$303K +13,857 +9%
BBPWM
167
Blue Bell Private Wealth Management
Pennsylvania
$3.61M -$21.6K -990 -0.6%
MMHP
168
Murphy Middleton Hinkle & Parker
Georgia
$3.59M +$123K +5,649 +4%
VBWMG
169
Von Berge Wealth Management Group
California
$3.59M -$32.7K -1,488 -0.9%
FWM
170
Fortress Wealth Management
California
$3.52M -$110K -5,025 -3%
GFWA
171
Grey Fox Wealth Advisors
Delaware
$3.51M +$639K +29,247 +22%
SDWMA
172
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.4M +$6.95K +318 +0.2%
DP
173
DDD Partners
Washington
$3.36M +$156K +7,158 +5%
WA
174
Waterford Advisors
New York
$3.31M – – –
HIF
175
Hill Island Financial
Michigan
$3.28M +$994K +45,540 +43%
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