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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

694 hedge funds and large institutions have $6.91B invested in Schwab US Large-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 233 increasing their positions, 238 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
+58
Holders Change %
+9.12%
% of All Funds
11.2%
Holding in Top 10
87
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.57%
% of All Funds
1.4%
New
115
Increased
233
Reduced
238
Closed
45
Calls
$984K
Puts
$257K
Net Calls
+$727K
Net Calls Change
+$294K

Top Buyers

1
MG
Mather Group
Illinois
$525M
2
FA
Financial Advisors
Massachusetts
$56.4M
3
SEI Investments
SEI Investments
Pennsylvania
$504M
4
US Bancorp
US Bancorp
Minnesota
$31.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$100M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.33B
2
FWP
FAS Wealth Partners
Kansas
$52.1M
3
CCMG
Clark Capital Management Group
Pennsylvania
$0
4
OIA
OneDigital Investment Advisors
Kansas
$57.6M
5
AG
Appleton Group
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
226
Ledge Wealth Management
Minnesota
$2.23M +$768K +34,902 +52%
WI
227
Wintrust Investments
Illinois
$2.14M -$26.7K -1,215 -1%
JGCM
228
Joseph Group Capital Management
Ohio
$2.09M +$115K +5,235 +6%
BMM
229
Berkshire Money Management
Massachusetts
$2.04M -$58.4K -2,655 -3%
CW
230
CreativeOne Wealth
Kansas
$2.04M -$13.1K -597 -0.6%
BFM
231
Broadview Financial Management
Wisconsin
$2.02M -$103K -4,659 -5%
AL
232
ACAS LLC
California
$2M +$2M +91,005 New
BFA
233
Beaumont Financial Advisors
Massachusetts
$1.96M -$30.8K -1,401 -2%
AA
234
Aire Advisors
California
$1.96M +$673K +30,588 +52%
GRP
235
Global Retirement Partners
California
$1.95M -$779K -35,409 -29%
AFS
236
Annapolis Financial Services
Maryland
$1.94M +$4.95K +225 +0.3%
MMA
237
Miracle Mile Advisors
California
$1.92M -$178K -8,103 -9%
DSC
238
Duncker Streett & Co
Missouri
$1.88M +$2.25K +102 +0.1%
TF
239
Theory Financial
Colorado
$1.86M +$1.86M +84,393 New
KM
240
Kalos Management
Georgia
$1.83M -$3.7K -168 -0.2%
WIA
241
Westbourne Investment Advisors
Maryland
$1.82M +$80.6K +3,663 +5%
ACI
242
Alpha Cubed Investments
California
$1.81M -$104K -4,734 -5%
BWM
243
BCS Wealth Management
Tennessee
$1.79M -$34.7K -1,578 -2%
CSWM
244
Cassady Schiller Wealth Management
Ohio
$1.78M +$397K +18,036 +29%
SFG
245
Sovereign Financial Group
Connecticut
$1.76M -$408K -18,531 -19%
BWM
246
BerganKDV Wealth Management
Minnesota
$1.72M -$181K -8,241 -10%
CM
247
Columbus Macro
Pennsylvania
$1.71M -$74.2K -3,372 -4%
BFG
248
Bleakley Financial Group
New Jersey
$1.64M +$1.64M +74,748 New
Fidelity Investments
249
Fidelity Investments
Massachusetts
$1.62M +$68.1K +3,096 +4%
JC
250
Jentner Corp
Ohio
$1.62M -$102K -4,623 -6%
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10
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