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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.

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
1
Mather Group
Illinois
$563M
2
Lido Advisors
2
Lido Advisors
California
$23M
3
SEI Investments
3
SEI Investments
Pennsylvania
$522M
4
NFW
4
Noble Family Wealth
Florida
$15.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$204M

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$281M
2
LPL Financial
2
LPL Financial
California
$70.6M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.31B
4
FWP
4
FAS Wealth Partners
Kansas
$34.7M
5
WIA
5
World Investment Advisors
California
$821K
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.31B 19,938,471 -272,669 -1%
MG
2
Mather Group
Illinois
$563M 8,592,533 +633,441 +8%
SEI Investments
3
SEI Investments
Pennsylvania
$522M 7,954,414 +320,209 +4%
Osaic Holdings
4
Osaic Holdings
Arizona
$387M 5,880,002 +114,819 +2%
APP
5
Avantax Planning Partners
Iowa
$281M 4,285,341 -1,063,958 -20%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$252M 3,843,784 -122,663 -3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$204M 3,108,425 +211,876 +7%
Mariner
8
Mariner
Kansas
$154M 2,352,539 -72,822 -3%
Betterment LLC
9
Betterment LLC
New York
$129M 1,967,636 -42,940 -2%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$98.9M 1,507,368 -13,190 -0.9%
SC
11
Savant Capital
Illinois
$97.5M 1,486,512 -50,174 -3%
GAM
12
Gemmer Asset Management
California
$77.3M 1,178,987 +44,200 +4%
KF
13
Krilogy Financial
Missouri
$73.7M 1,124,495 +51,243 +5%
LPL Financial
14
LPL Financial
California
$70.6M 1,076,966 -396,995 -27%
MMEA
15
Main Management ETF Advisors
California
$62.3M 950,250 +25,340 +3%
FA
16
Financial Advisors
Massachusetts
$56.8M 866,550 +12,352 +1%
HighTower Advisors
17
HighTower Advisors
Illinois
$56.1M 855,653 +140,902 +20%
OIA
18
OneDigital Investment Advisors
Kansas
$52.3M 797,264 -75,210 -9%
RRWA
19
Rainey & Randall Wealth Advisors
Florida
$52.2M 796,611 +45,829 +6%
MAG
20
Mokosak Advisory Group
Iowa
$48.8M 743,504 -14,452 -2%
UCFA
21
United Capital Financial Advisors
Texas
$48.6M 740,998 -51,059 -6%
Morgan Stanley
22
Morgan Stanley
New York
$43.3M 660,565 -109,670 -14%
UBS Group
23
UBS Group
Switzerland
$41.8M 636,818 -65,892 -9%
FCI
24
Financial Counselors Inc
Kansas
$40.9M 624,131 -31,235 -5%
Ameriprise
25
Ameriprise
Minnesota
$38.9M 592,638 +14,073 +2%
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