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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 %
WA
176
Waterford Advisors
New York
$3.55M +$16.3K +696 +0.5%
BBPWM
177
Blue Bell Private Wealth Management
Pennsylvania
$3.54M -$101K -4,341 -3%
BSW
178
Buckingham Strategic Wealth
Missouri
$3.51M -$605K -25,893 -15%
Pathstone Holdings
179
Pathstone Holdings
New Jersey
$3.48M +$3.48M +148,812 New
SAF
180
Smith Anglin Financial
Texas
$3.42M -$1.56M -66,669 -31%
EFG
181
Everhart Financial Group
Ohio
$3.35M +$231K +9,882 +7%
CSPIA
182
Cary Street Partners Investment Advisory
Virginia
$3.31M -$124K -5,298 -4%
GWA
183
GGM Wealth Advisors
Maryland
$3.23M -$69K -2,934 -2%
VBWMG
184
Von Berge Wealth Management Group
California
$3.22M -$604K -25,971 -16%
FWM
185
Fortress Wealth Management
California
$3.21M -$139K -5,955 -4%
SCM
186
Steele Capital Management
Iowa
$3.21M +$3.21M +137,547 New
DAS
187
Dynamic Advisor Solutions
Arizona
$3.19M +$188K +8,079 +6%
VC
188
Veery Capital
Delaware
$3.15M +$250K +10,710 +9%
IWM
189
IHT Wealth Management
Illinois
$3.12M -$293K -12,537 -9%
RIA
190
Retirement Investment Advisors
Oklahoma
$3.12M +$3.12M +133,470 New
LIA
191
LifePlan Investment Advisors
North Carolina
$3.09M +$78.2K +3,348 +3%
BCM
192
Barden Capital Management
Texas
$3.02M – – –
GRP
193
Global Retirement Partners
California
$3.02M +$1.09M +47,136 +56%
MSFS
194
Main Street Financial Solutions
Pennsylvania
$2.98M +$130K +5,583 +5%
AA
195
Apriem Advisors
California
$2.91M -$60.6K -2,595 -2%
Truist Financial
196
Truist Financial
North Carolina
$2.87M -$28.9K -1,236 -1%
GFWA
197
Grey Fox Wealth Advisors
Delaware
$2.86M -$1.19M -51,006 -29%
BOPW
198
Brandywine Oak Private Wealth
Pennsylvania
$2.85M +$189K +8,100 +7%
EWA
199
EP Wealth Advisors
California
$2.82M -$15.6K -669 -0.6%
CPRC
200
Consolidated Portfolio Review Corp
New York
$2.82M +$1.76M +75,519 +167%
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