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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.

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
1
SEI Investments
Pennsylvania
$728M
2
Morgan Stanley
2
Morgan Stanley
New York
$96.6M
3
MG
3
Mather Group
Illinois
$739M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$458M
5
DW
5
Dodds Wealth
Colorado
$30.1M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$397M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.37B
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$34.4M
4
Lido Advisors
4
Lido Advisors
California
$2.5M
5
DP
5
Denver PWM
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.37B 19,477,834 -359,486 -2%
MG
2
Mather Group
Illinois
$739M 10,542,762 +680,703 +7%
SEI Investments
3
SEI Investments
Pennsylvania
$728M 10,378,700 +1,554,598 +18%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$458M 6,535,708 +546,444 +9%
Osaic Holdings
5
Osaic Holdings
Arizona
$397M 5,661,928 -1,239,927 -18%
APP
6
Avantax Planning Partners
Iowa
$292M 4,170,351 -111,293 -3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$270M 3,853,373 +31,577 +0.8%
Mariner
8
Mariner
Kansas
$174M 2,485,164 +66,899 +3%
Betterment LLC
9
Betterment LLC
New York
$129M 1,837,285 -35,430 -2%
Morgan Stanley
10
Morgan Stanley
New York
$96.6M 1,377,884 +739,190 +116%
SC
11
Savant Capital
Illinois
$93.3M 1,330,724 -63,148 -5%
GAM
12
Gemmer Asset Management
California
$88.8M 1,266,715 +15,600 +1%
KF
13
Krilogy Financial
Missouri
$77.4M 1,104,575 -3,703 -0.3%
LPL Financial
14
LPL Financial
California
$73.5M 1,048,757 -29,920 -3%
FA
15
Financial Advisors
Massachusetts
$62.2M 887,328 +4,959 +0.6%
HighTower Advisors
16
HighTower Advisors
Illinois
$61.5M 876,782 +282 +0%
RRWA
17
Rainey & Randall Wealth Advisors
Florida
$61.5M 876,869 +21,287 +2%
MAG
18
Mokosak Advisory Group
Iowa
$57.7M 822,674 +23,321 +3%
FFN
19
Focus Financial Network
Minnesota
$54.2M 773,436 +363,441 +89%
MGIA
20
Moneta Group Investment Advisors
Missouri
$51.7M 737,117 +50,478 +7%
UCFA
21
United Capital Financial Advisors
Texas
$46.7M 666,898 -44,002 -6%
FCI
22
Financial Counselors Inc
Kansas
$45.6M 649,961 +42,017 +7%
OIA
23
OneDigital Investment Advisors
Kansas
$44.5M 635,513 -25,990 -4%
UBS Group
24
UBS Group
Switzerland
$43.9M 626,936 -3,816 -0.6%
Bank of America
25
Bank of America
North Carolina
$34.9M 498,529 +9,131 +2%
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