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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 %
CAWM
151
Capital Advisors Wealth Management
Washington
$4.63M -$1.58M -67,437 -25%
HWM
152
HB Wealth Management
Georgia
$4.5M -$228K -9,759 -5%
DB
153
Dravo Bay
Delaware
$4.5M +$1.17M +50,190 +35%
SF
154
Safeguard Financial
Wisconsin
$4.44M +$277K +11,835 +7%
SFG
155
StrategIQ Financial Group
Indiana
$4.4M +$63.1K +2,700 +1%
PFA
156
Petra Financial Advisors
Colorado
$4.37M +$127K +5,442 +3%
SF
157
Summit Financial
New Jersey
$4.36M -$21.4K -915 -0.5%
SWM
158
Sculati Wealth Management
Michigan
$4.34M +$63.4K +2,712 +1%
PIA
159
Panoramic Investment Advisors
Colorado
$4.27M +$50K +2,139 +1%
ECG
160
Edge Capital Group
Georgia
$4.22M +$162K +6,936 +4%
SCA
161
Stonebridge Capital Advisors
Minnesota
$4.22M +$16.3K +699 +0.4%
PSCM
162
Per Stirling Capital Management
Texas
$4.21M +$18.8K +804 +0.4%
CA
163
Continuum Advisory
Idaho
$4.12M +$3.3K +141 +0.1%
SWM
164
SeaCrest Wealth Management
New York
$4.11M -$539K -23,145 -12%
ACA
165
Affinity Capital Advisors
California
$4.01M -$599K -25,656 -13%
MWM
166
Meridian Wealth Management
Kentucky
$3.98M -$3.98M -170,181 -50%
DP
167
DDD Partners
Washington
$3.97M +$235K +10,047 +6%
MMHP
168
Murphy Middleton Hinkle & Parker
Georgia
$3.93M +$55.1K +2,358 +1%
Focus Partners Wealth
169
Focus Partners Wealth
Massachusetts
$3.88M +$3.88M +166,152 New
NFG
170
Nadler Financial Group
Illinois
$3.78M +$1.22M +52,050 +47%
EFG
171
Embree Financial Group
Illinois
$3.78M +$3.78M +161,637 New
LFP
172
Leeward Financial Partners
Washington
$3.74M +$529K +22,656 +16%
CFA
173
Cahill Financial Advisors
Minnesota
$3.68M +$269K +11,517 +8%
LIM
174
Leavell Investment Management
Alabama
$3.62M -$546K -23,355 -13%
Koshinski Asset Management
175
Koshinski Asset Management
Illinois
$3.62M +$1.67M +71,565 +86%
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