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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 %
LFP
176
Leeward Financial Partners
Washington
$3M -$2.33M -104,211 -44%
HIF
177
Hill Island Financial
Michigan
$3M -$367K -16,431 -11%
BSW
178
Buckingham Strategic Wealth
Missouri
$2.99M +$20.3K +909 +0.7%
AA
179
Apriem Advisors
California
$2.97M -$160K -7,155 -5%
EWA
180
EP Wealth Advisors
California
$2.95M +$2.45M +92,037 +485%
IWM
181
IHT Wealth Management
Illinois
$2.89M -$15.1K -675 -0.5%
MFT
182
Moisand Fitzgerald Tamayo
Florida
$2.89M -$360K -16,092 -11%
LIA
183
LifePlan Investment Advisors
North Carolina
$2.85M +$2.85M +127,254 New
PFO
184
Pathstone Family Office
New Jersey
$2.81M -$4.26M -190,665 -60%
DAS
185
Dynamic Advisor Solutions
Arizona
$2.78M -$52.4K -2,343 -2%
VC
186
Veery Capital
Delaware
$2.77M -$426K -19,062 -13%
NSAM
187
North Star Asset Management
Wisconsin
$2.77M -$38.4K -1,719 -1%
TNA
188
True North Advisors
Texas
$2.74M +$2.74M +122,403 New
Truist Financial
189
Truist Financial
North Carolina
$2.74M -$413K -18,450 -13%
AWM
190
AE Wealth Management
Kansas
$2.68M -$54.1K -2,418 -2%
BWM
191
Brown Wealth Management
Illinois
$2.65M +$2.65M +118,380 New
AWG
192
Altus Wealth Group
Colorado
$2.64M -$51.1K -2,283 -2%
CCG
193
Coastwise Capital Group
California
$2.57M -$23.8K -1,065 -0.9%
BOPW
194
Brandywine Oak Private Wealth
Pennsylvania
$2.56M -$20.7K -924 -0.8%
RJA
195
Raymond James & Associates
Florida
$2.54M +$46.2K +2,064 +2%
NFG
196
Nadler Financial Group
Illinois
$2.52M -$11.5M -514,068 -82%
ADL
197
Asset Dedication LLC
California
$2.46M -$47.7K -2,133 -2%
VFIC
198
Valley Forge Investment Consultants
Pennsylvania
$2.44M +$5.64K +252 +0.2%
BCM
199
Barden Capital Management
Texas
$2.44M -$918K -41,052 -27%
DPI
200
Diversified Portfolios Inc
Michigan
$2.39M +$1.48M +66,126 +162%
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