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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 %
BCM
176
Barden Capital Management
Texas
$3.28M -$16K -732 -0.5%
DB
177
Dravo Bay
Delaware
$3.23M -$42.5K -1,944 -1%
MFT
178
Moisand Fitzgerald Tamayo
Florida
$3.17M -$198K -9,069 -6%
CSPIA
179
Cary Street Partners Investment Advisory
Virginia
$3.16M -$167K -7,638 -5%
GWA
180
GGM Wealth Advisors
Maryland
$3.16M +$1.57K +72 +0%
VC
181
Veery Capital
Delaware
$3.12M +$437K +19,989 +16%
EFG
182
Everhart Financial Group
Ohio
$3.12M +$219K +10,014 +8%
Truist Financial
183
Truist Financial
North Carolina
$3.08M +$184K +8,409 +6%
AA
184
Apriem Advisors
California
$3.06M -$47.2K -2,160 -2%
CFA
185
Cahill Financial Advisors
Minnesota
$3.02M -$63.2K -2,892 -2%
Koshinski Asset Management
186
Koshinski Asset Management
Illinois
$2.99M -$160K -7,308 -5%
BSW
187
Buckingham Strategic Wealth
Missouri
$2.92M – – –
TYCC
188
Texas Yale Capital Corp
Florida
$2.92M +$4.85K +222 +0.2%
IWM
189
IHT Wealth Management
Illinois
$2.84M +$26.7K +1,221 +0.9%
DAS
190
Dynamic Advisor Solutions
Arizona
$2.76M +$80.9K +3,699 +3%
NSAM
191
North Star Asset Management
Wisconsin
$2.74M -$8.79K -402 -0.3%
MA
192
MBA Advisors
Pennsylvania
$2.69M +$24.1K +1,104 +0.9%
AWM
193
AE Wealth Management
Kansas
$2.67M +$56.6K +2,589 +2%
AWG
194
Altus Wealth Group
Colorado
$2.63M -$39.6K -1,812 -1%
CCG
195
Coastwise Capital Group
California
$2.53M +$105K +4,809 +4%
BOPW
196
Brandywine Oak Private Wealth
Pennsylvania
$2.53M +$86K +3,933 +4%
TRCT
197
Tower Research Capital (TRC)
New York
$2.52M +$2.51M +114,765 +19,924%
TF
198
Theory Financial
Colorado
$2.49M +$643K +29,409 +35%
ADL
199
Asset Dedication LLC
California
$2.46M -$394 -18 -0%
AWS
200
Atria Wealth Solutions
New York
$2.44M -$116K -5,325 -5%
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