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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.

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
1
Wealth Enhancement Advisory Services
Minnesota
$386M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$445M
3
MG
3
Mather Group
Illinois
$636M
4
SEI Investments
4
SEI Investments
Pennsylvania
$569M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$246M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$48.5M
2
NQWM
2
Northwest Quadrant Wealth Management
Oregon
$0
3
BCIM
3
Bishop & Co Investment Management
Pennsylvania
$19.4K
4
Cerity Partners
4
Cerity Partners
New York
$1.02M
5
PA
5
Prism Advisors
California
$593K
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.28B 19,837,320 -163,387 -0.8%
MG
2
Mather Group
Illinois
$636M 9,862,059 +652,525 +7%
SEI Investments
3
SEI Investments
Pennsylvania
$569M 8,824,102 +445,094 +5%
Osaic Holdings
4
Osaic Holdings
Arizona
$445M 6,901,855 +1,165,712 +20%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$386M 5,989,264 +1,997,280 +50%
APP
6
Avantax Planning Partners
Iowa
$276M 4,281,644 +34,332 +0.8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$246M 3,821,796 +286,280 +8%
Mariner
8
Mariner
Kansas
$156M 2,418,265 +73,399 +3%
Betterment LLC
9
Betterment LLC
New York
$121M 1,872,715 -51,070 -3%
SC
10
Savant Capital
Illinois
$89.8M 1,393,872 -42,057 -3%
GAM
11
Gemmer Asset Management
California
$80.6M 1,251,115 +12,274 +1%
KF
12
Krilogy Financial
Missouri
$71.4M 1,108,278 -13,563 -1%
LPL Financial
13
LPL Financial
California
$69.5M 1,078,677 -7,565 -0.7%
FA
14
Financial Advisors
Massachusetts
$56.9M 882,369 +3,713 +0.4%
HighTower Advisors
15
HighTower Advisors
Illinois
$56.5M 876,500 +30,809 +4%
RRWA
16
Rainey & Randall Wealth Advisors
Florida
$55.2M 855,582 +35,417 +4%
MAG
17
Mokosak Advisory Group
Iowa
$51.5M 799,353 +23,408 +3%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$48.5M 752,352 -633,516 -46%
UCFA
19
United Capital Financial Advisors
Texas
$45.8M 710,900 -8,346 -1%
MGIA
20
Moneta Group Investment Advisors
Missouri
$44.3M 686,639 +34,576 +5%
OIA
21
OneDigital Investment Advisors
Kansas
$42.6M 661,503 -46,556 -7%
Morgan Stanley
22
Morgan Stanley
New York
$41.2M 638,694 -21,064 -3%
UBS Group
23
UBS Group
Switzerland
$40.7M 630,752 -14,184 -2%
FCI
24
Financial Counselors Inc
Kansas
$39.2M 607,944 -12,990 -2%
Bank of America
25
Bank of America
North Carolina
$31.5M 489,398 +5,687 +1%
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