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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
+$109M
2
Morgan Stanley
Morgan Stanley
New York
+$51.8M
3
MG
Mather Group
Illinois
+$47.7M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$38.3M
5
Goldman Sachs
Goldman Sachs
New York
+$26.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$86.9M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$25.2M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$18.3M
4
Lido Advisors
Lido Advisors
California
-$15.2M
5
DP
Denver PWM
Colorado
-$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWG
201
Altus Wealth Group
Colorado
$2.79M +$8.76K +375 +0.3%
TF
202
Theory Financial
Colorado
$2.77M -$85.7K -3,666 -3%
NSAM
203
North Star Asset Management
Wisconsin
$2.76M -$78K -3,336 -3%
RJA
204
Raymond James & Associates
Florida
$2.72M +$981 +42 +0%
CAG
205
Compass Advisory Group
New York
$2.68M -$566K -24,225 -17%
CIS
206
Custom Index Systems
New York
$2.67M +$2.67M +114,285 New
CCG
207
Coastwise Capital Group
California
$2.65M +$8.13K +348 +0.3%
SF
208
Schaeffer Financial
Maryland
$2.59M +$2.59M +110,775 New
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$2.57M -$341K -14,613 -12%
TNA
210
True North Advisors
Texas
$2.56M +$222K +9,492 +10%
NRI
211
NFP Retirement Inc
California
$2.53M -$59.9K -2,562 -2%
Susquehanna International Group
212
Susquehanna International Group
Pennsylvania
$2.52M +$577K +24,702 +30%
AWM
213
AE Wealth Management
Kansas
$2.51M -$1.73M -73,383 -41%
Lido Advisors
214
Lido Advisors
California
$2.5M -$15.2M -651,804 -86%
HIF
215
Hill Island Financial
Michigan
$2.47M -$663K -28,365 -21%
WIC
216
Woodmont Investment Counsel
Tennessee
$2.44M – – –
Fidelity Investments
217
Fidelity Investments
Massachusetts
$2.4M +$551K +23,571 +30%
Janney Montgomery Scott
218
Janney Montgomery Scott
Pennsylvania
$2.34M +$841 +36 +0%
FA
219
Fagan Associates
New York
$2.32M -$25.9K -1,110 -1%
ADL
220
Asset Dedication LLC
California
$2.32M -$137K -5,898 -6%
DWM
221
Dakota Wealth Management
Florida
$2.31M +$160K +6,858 +7%
WIA
222
Westbourne Investment Advisors
Maryland
$2.3M +$32.5K +1,389 +1%
BFM
223
Broadview Financial Management
Wisconsin
$2.24M +$5.33K +228 +0.2%
SWP
224
Stratos Wealth Partners
Ohio
$2.22M +$594K +25,416 +37%
BWM
225
Brown Wealth Management
Illinois
$2.2M +$20.3K +870 +0.9%
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