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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 %
FANJ
201
Financial Architects (New Jersey)
New Jersey
$2.38M -$27.2K -1,218 -1%
AF
202
Advisornet Financial
Minnesota
$2.37M -$20.3K -909 -0.8%
Janney Montgomery Scott
203
Janney Montgomery Scott
Pennsylvania
$2.37M +$88.9K +3,975 +4%
RWP
204
RWA Wealth Partners
Massachusetts
$2.34M +$1.69M +75,501 +259%
NRI
205
NFP Retirement Inc
California
$2.31M -$122K -5,466 -5%
WIC
206
Woodmont Investment Counsel
Tennessee
$2.31M +$8.39K +375 +0.4%
FA
207
Fagan Associates
New York
$2.3M -$54.3K -2,430 -2%
JPMPWA
208
J.P. Morgan Private Wealth Advisors
California
$2.22M -$80.9K -3,618 -4%
PFA
209
Pure Financial Advisors
California
$2.19M -$232K -10,395 -10%
MGIA
210
Matthew Goff Investment Advisor
Texas
$2.13M -$1.28K -57 -0.1%
BFM
211
Broadview Financial Management
Wisconsin
$2.13M +$40.4K +1,806 +2%
ACG
212
Allen Capital Group
Nebraska
$2.1M +$200K +8,946 +11%
MOS
213
MGO One Seven
Ohio
$2.08M +$460K +20,568 +28%
AL
214
ACAS LLC
California
$2M -$28.8K -1,290 -1%
GRP
215
Global Retirement Partners
California
$1.99M -$76.5K -3,423 -4%
AFS
216
Annapolis Financial Services
Maryland
$1.98M +$4.5K +201 +0.2%
MWM
217
Merriman Wealth Management
Washington
$1.97M +$100K +4,473 +5%
KP
218
Keel Point
Alabama
$1.95M +$397K +17,772 +26%
Koshinski Asset Management
219
Koshinski Asset Management
Illinois
$1.94M -$1.13M -50,361 -37%
CW
220
CreativeOne Wealth
Kansas
$1.92M -$302K -13,488 -14%
CA
221
Claro Advisors
Massachusetts
$1.9M +$1.25M +55,782 +191%
AWS
222
Atria Wealth Solutions
New York
$1.9M -$603K -26,958 -24%
DSC
223
Duncker Streett & Co
Missouri
$1.89M +$2.01K +90 +0.1%
MMA
224
Miracle Mile Advisors
California
$1.88M -$54.4K -2,433 -3%
DWM
225
Dakota Wealth Management
Florida
$1.84M +$288K +12,885 +19%
7 8
9
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