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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
1
Mather Group
Illinois
$618M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$237M
3
SEI Investments
3
SEI Investments
Pennsylvania
$562M
4
BCIM
4
Bishop & Co Investment Management
Pennsylvania
$18.8M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$19.5M

Top Sellers

1
MMEA
1
Main Management ETF Advisors
California
$0
2
FMP
2
Financial Management Professionals
Texas
$119K
3
MM
3
Main Management
California
$0
4
SA
4
Scarborough Advisors
Maryland
$0
5
NFG
5
Nadler Financial Group
Illinois
$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
151
Sculati Wealth Management
Michigan
$3.98M +$188K +8,421 +5%
ECG
152
Edge Capital Group
Georgia
$3.98M -$28.4K -1,269 -0.7%
CG
153
Colony Group
Massachusetts
$3.92M -$119K -5,304 -3%
PSCM
154
Per Stirling Capital Management
Texas
$3.88M +$95.6K +4,275 +3%
GFWA
155
Grey Fox Wealth Advisors
Delaware
$3.82M +$228K +10,203 +6%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$3.81M +$3.06M +136,818 +410%
AC
157
Avant Capital
Louisiana
$3.78M +$57.8K +2,583 +2%
TWM
158
Thrive Wealth Management
Pennsylvania
$3.75M -$784K -35,055 -17%
VBWMG
159
Von Berge Wealth Management Group
California
$3.7M +$42.5K +1,902 +1%
MMHP
160
Murphy Middleton Hinkle & Parker
Georgia
$3.69M +$11.6K +519 +0.3%
PFA
161
Petra Financial Advisors
Colorado
$3.67M +$3.29M +146,928 +860%
TC
162
TownSquare Capital
Utah
$3.61M +$3.61M +161,580 New
BBPWM
163
Blue Bell Private Wealth Management
Pennsylvania
$3.6M -$92K -4,113 -2%
CAG
164
Compass Advisory Group
New York
$3.51M -$343K -15,351 -9%
FWM
165
Fortress Wealth Management
California
$3.49M -$115K -5,133 -3%
DP
166
DDD Partners
Washington
$3.47M +$32.7K +1,464 +1%
WA
167
Waterford Advisors
New York
$3.39M – – –
SDWMA
168
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.39M -$92.5K -4,134 -3%
CSPIA
169
Cary Street Partners Investment Advisory
Virginia
$3.28M +$50.3K +2,247 +2%
IA
170
IFP Advisors
Florida
$3.28M +$837K +37,446 +34%
CFA
171
Cahill Financial Advisors
Minnesota
$3.25M +$167K +7,458 +5%
DB
172
Dravo Bay
Delaware
$3.22M -$85.5K -3,825 -3%
GWA
173
GGM Wealth Advisors
Maryland
$3.15M -$92.7K -4,125 -3%
EFG
174
Everhart Financial Group
Ohio
$3.05M -$147K -6,576 -5%
TF
175
Theory Financial
Colorado
$3.04M +$497K +22,209 +20%
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