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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 %
WIC
201
Woodmont Investment Counsel
Tennessee
$2.24M +$24.2K +1,125 +1%
RWP
202
RWA Wealth Partners
Massachusetts
$2.22M -$30.7K -1,431 -1%
FA
203
Fagan Associates
New York
$2.16M -$51.6K -2,403 -2%
Janney Montgomery Scott
204
Janney Montgomery Scott
Pennsylvania
$2.16M -$126K -5,847 -6%
TNA
205
True North Advisors
Texas
$2.15M -$484K -22,545 -18%
JPMPWA
206
J.P. Morgan Private Wealth Advisors
California
$2.12M -$7.28K -339 -0.3%
PFA
207
Pure Financial Advisors
California
$2.09M -$16.2K -753 -0.8%
WIA
208
Westbourne Investment Advisors
Maryland
$2.09M +$418K +19,455 +25%
BFM
209
Broadview Financial Management
Wisconsin
$2.06M +$8.96K +417 +0.4%
ACG
210
Allen Capital Group
Nebraska
$2.03M +$35.6K +1,674 +2%
BWM
211
Brown Wealth Management
Illinois
$2M -$539K -25,074 -21%
DWM
212
Dakota Wealth Management
Florida
$1.97M +$203K +9,456 +11%
AL
213
ACAS LLC
California
$1.93M +$2.45K +114 +0.1%
FAIM
214
Financial Advocates Investment Management
Washington
$1.92M +$189K +8,655 +11%
AFS
215
Annapolis Financial Services
Maryland
$1.9M +$4.58K +213 +0.2%
MWM
216
Merriman Wealth Management
Washington
$1.87M -$25K -1,164 -1%
KP
217
Keel Point
Alabama
$1.86M -$15.6K -726 -0.8%
ASN
218
Advisory Services Network
Georgia
$1.86M +$939K +43,725 +102%
KAS
219
KPP Advisory Services
Kentucky
$1.85M +$1.85M +86,289 New
JWCA
220
J.W. Cole Advisors
Florida
$1.84M +$219K +10,188 +14%
AWS
221
Atria Wealth Solutions
New York
$1.82M -$2.84K -132 -0.2%
DSC
222
Duncker Streett & Co
Missouri
$1.82M +$2.13K +99 +0.1%
Koshinski Asset Management
223
Koshinski Asset Management
Illinois
$1.79M -$68K -3,165 -4%
Susquehanna International Group
224
Susquehanna International Group
Pennsylvania
$1.79M +$1.16M +54,057 +185%
BWM
225
BCS Wealth Management
Tennessee
$1.78M +$1.78M +82,719 New
7 8
9
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