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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 %
CA
151
Continuum Advisory
Idaho
$3.79M -$140K -6,522 -4%
AC
152
Avant Capital
Louisiana
$3.78M +$144K +6,705 +4%
BSW
153
Buckingham Strategic Wealth
Missouri
$3.78M +$907K +42,231 +32%
ECG
154
Edge Capital Group
Georgia
$3.74M -$84.4K -3,930 -2%
GFWA
155
Grey Fox Wealth Advisors
Delaware
$3.73M +$58.3K +2,715 +2%
CG
156
Colony Group
Massachusetts
$3.66M -$114K -5,316 -3%
MMHP
157
Murphy Middleton Hinkle & Parker
Georgia
$3.56M +$22.8K +1,059 +0.6%
GB
158
Gunma Bank
Japan
$3.55M +$2M +93,000 +129%
VBWMG
159
Von Berge Wealth Management Group
California
$3.54M -$16.2K -753 -0.5%
CFGS
160
Concourse Financial Group Securities
Alabama
$3.5M -$951K -44,274 -21%
TWM
161
Thrive Wealth Management
Pennsylvania
$3.48M -$124K -5,784 -3%
DP
162
DDD Partners
Washington
$3.39M +$94.8K +4,464 +3%
BBPWM
163
Blue Bell Private Wealth Management
Pennsylvania
$3.35M -$109K -5,088 -3%
WA
164
Waterford Advisors
New York
$3.25M – – –
AssetMark Inc
165
AssetMark Inc
California
$3.23M +$2.98M +138,888 +1,226%
CSPIA
166
Cary Street Partners Investment Advisory
Virginia
$3.15M -$1.68K -78 -0.1%
IWM
167
IHT Wealth Management
Illinois
$3.14M +$363K +16,905 +13%
CFA
168
Cahill Financial Advisors
Minnesota
$3.13M +$8.25K +384 +0.3%
FWM
169
Fortress Wealth Management
California
$3.08M -$270K -12,564 -8%
DB
170
Dravo Bay
Delaware
$3.06M -$39.6K -1,842 -1%
BCM
171
Barden Capital Management
Texas
$3.02M +$682K +31,761 +29%
GWA
172
GGM Wealth Advisors
Maryland
$3.02M +$3.74K +174 +0.1%
FAM
173
Family Asset Management
South Carolina
$3.01M -$1.13M -52,581 -27%
CAG
174
Compass Advisory Group
New York
$2.99M -$381K -17,745 -11%
Baird Financial Group
175
Baird Financial Group
Wisconsin
$2.97M +$1.26M +58,767 +74%
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