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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 %
RJA
201
Raymond James & Associates
Florida
$2.44M -$38.8K -1,773 -2%
Goldman Sachs
202
Goldman Sachs
New York
$2.43M -$986K -45,126 -29%
VFIC
203
Valley Forge Investment Consultants
Pennsylvania
$2.38M +$5.18K +237 +0.2%
NRI
204
NFP Retirement Inc
California
$2.38M -$69.8K -3,192 -3%
PFA
205
Pure Financial Advisors
California
$2.37M -$10.1K -462 -0.4%
FANJ
206
Financial Architects (New Jersey)
New Jersey
$2.35M -$60.1K -2,748 -2%
AF
207
Advisornet Financial
Minnesota
$2.34M +$98.6K +4,512 +4%
FA
208
Fagan Associates
New York
$2.3M -$62.2K -2,847 -3%
WIC
209
Woodmont Investment Counsel
Tennessee
$2.25M -$133K -6,075 -6%
JPMPWA
210
J.P. Morgan Private Wealth Advisors
California
$2.25M -$117K -5,343 -5%
Janney Montgomery Scott
211
Janney Montgomery Scott
Pennsylvania
$2.23M -$5.51K -252 -0.2%
BWM
212
BCS Wealth Management
Tennessee
$2.23M +$454K +20,793 +26%
CW
213
CreativeOne Wealth
Kansas
$2.17M +$149K +6,798 +7%
PWA
214
Providence Wealth Advisors
Illinois
$2.15M -$388K -17,565 -15%
WSTAM
215
Wilbanks Smith & Thomas Asset Management
Virginia
$2.1M -$129K -5,898 -6%
MGIA
216
Matthew Goff Investment Advisor
Texas
$2.09M +$2.09M +95,394 New
BFM
217
Broadview Financial Management
Wisconsin
$2.04M +$39.5K +1,806 +2%
GRP
218
Global Retirement Partners
California
$2M +$76.4K +3,531 +4%
AL
219
ACAS LLC
California
$1.99M -$1.97K -90 -0.1%
IA
220
IFP Advisors
Florida
$1.96M -$7.06M -392,892 -78%
AFS
221
Annapolis Financial Services
Maryland
$1.93M +$4.33K +198 +0.2%
FAIM
222
Financial Advocates Investment Management
Washington
$1.91M -$522K -23,868 -21%
BMM
223
Berkshire Money Management
Massachusetts
$1.9M -$124K -5,673 -6%
MMA
224
Miracle Mile Advisors
California
$1.89M -$10.4K -474 -0.5%
JGCM
225
Joseph Group Capital Management
Ohio
$1.87M -$206K -9,408 -10%
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