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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.34B 20,000,707 +62,236 +0.3%
MG
2
Mather Group
Illinois
$618M 9,209,534 +617,001 +7%
SEI Investments
3
SEI Investments
Pennsylvania
$562M 8,379,008 +424,594 +5%
Osaic Holdings
4
Osaic Holdings
Arizona
$385M 5,736,143 -143,859 -2%
APP
5
Avantax Planning Partners
Iowa
$285M 4,247,312 -38,029 -0.9%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$268M 3,991,984 +148,200 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$237M 3,535,516 +427,091 +14%
Mariner
8
Mariner
Kansas
$157M 2,344,866 -7,673 -0.3%
Betterment LLC
9
Betterment LLC
New York
$129M 1,923,785 -43,851 -2%
SC
10
Savant Capital
Illinois
$96.3M 1,435,929 -50,583 -3%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$93M 1,385,868 -121,500 -8%
GAM
12
Gemmer Asset Management
California
$83.1M 1,238,841 +59,854 +5%
KF
13
Krilogy Financial
Missouri
$75.3M 1,121,841 -2,654 -0.2%
LPL Financial
14
LPL Financial
California
$72.9M 1,086,242 +9,276 +0.9%
FA
15
Financial Advisors
Massachusetts
$58.9M 878,656 +12,106 +1%
HighTower Advisors
16
HighTower Advisors
Illinois
$56.7M 845,691 -9,962 -1%
RRWA
17
Rainey & Randall Wealth Advisors
Florida
$55M 820,165 +23,554 +3%
MAG
18
Mokosak Advisory Group
Iowa
$52.1M 775,945 +32,441 +4%
UCFA
19
United Capital Financial Advisors
Texas
$48.3M 719,246 -21,752 -3%
OIA
20
OneDigital Investment Advisors
Kansas
$47.5M 708,059 -89,205 -11%
Morgan Stanley
21
Morgan Stanley
New York
$44.3M 659,758 -807 -0.1%
MGIA
22
Moneta Group Investment Advisors
Missouri
$43.7M 652,063 +72,251 +12%
UBS Group
23
UBS Group
Switzerland
$43.3M 644,936 +8,118 +1%
FCI
24
Financial Counselors Inc
Kansas
$41.7M 620,934 -3,197 -0.5%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$33.9M 508,270 -17,854 -3%
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