SCHV icon

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 %
LFP
176
Leeward Financial Partners
Washington
$2.95M +$68.3K +3,180 +2%
HIF
177
Hill Island Financial
Michigan
$2.88M +$902 +42 +0%
EFG
178
Everhart Financial Group
Ohio
$2.86M -$64K -2,979 -2%
LIA
179
LifePlan Investment Advisors
North Carolina
$2.77M +$38.9K +1,812 +1%
DAS
180
Dynamic Advisor Solutions
Arizona
$2.77M +$104K +4,851 +4%
SDWMA
181
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.74M -$512K -23,826 -16%
DPI
182
Diversified Portfolios Inc
Michigan
$2.74M +$444K +20,655 +19%
AA
183
Apriem Advisors
California
$2.73M -$124K -5,760 -4%
PFO
184
Pathstone Family Office
New Jersey
$2.7M +$5.61K +261 +0.2%
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$2.67M -$982K -45,714 -27%
VC
186
Veery Capital
Delaware
$2.67M +$5.09K +237 +0.2%
Truist Financial
187
Truist Financial
North Carolina
$2.66M +$34.3K +1,596 +1%
TF
188
Theory Financial
Colorado
$2.63M -$294K -13,689 -10%
MSFS
189
Main Street Financial Solutions
Pennsylvania
$2.62M +$1.99M +92,613 +316%
NSAM
190
North Star Asset Management
Wisconsin
$2.61M -$44.8K -2,085 -2%
EWA
191
EP Wealth Advisors
California
$2.61M +$223K +10,395 +9%
AWG
192
Altus Wealth Group
Colorado
$2.56M +$21.8K +1,014 +0.9%
RJA
193
Raymond James & Associates
Florida
$2.5M +$59K +2,748 +2%
BOPW
194
Brandywine Oak Private Wealth
Pennsylvania
$2.45M -$14.4K -672 -0.6%
CCG
195
Coastwise Capital Group
California
$2.43M -$37.3K -1,737 -2%
NRI
196
NFP Retirement Inc
California
$2.38M +$156K +7,248 +7%
NFG
197
Nadler Financial Group
Illinois
$2.36M -$66.4K -3,090 -3%
VFIC
198
Valley Forge Investment Consultants
Pennsylvania
$2.35M +$5.67K +264 +0.2%
MFT
199
Moisand Fitzgerald Tamayo
Florida
$2.32M -$451K -21,009 -16%
ADL
200
Asset Dedication LLC
California
$2.26M -$105K -4,890 -4%
6 7
8
9 10