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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 %
CP
251
Coho Partners
Pennsylvania
$1.62M +$1.62M +73,416 New
FSG
252
Financial Strategies Group
Michigan
$1.61M +$64.4K +2,925 +4%
JFG
253
JMG Financial Group
Illinois
$1.59M +$673K +30,585 +73%
GB
254
Gunma Bank
Japan
$1.58M – – –
LPIC
255
LeJeune Puetz Investment Counsel
Michigan
$1.58M +$86K +3,906 +6%
MWM
256
Merriman Wealth Management
Washington
$1.54M -$1.42M -64,704 -48%
SWP
257
Stratos Wealth Partners
Ohio
$1.53M – – –
KP
258
Keel Point
Alabama
$1.53M -$1.44M -65,427 -48%
CFG
259
Cooper Financial Group
California
$1.52M -$704K -32,010 -32%
JWCA
260
J.W. Cole Advisors
Florida
$1.51M +$222K +10,098 +17%
CFO
261
Collective Family Office
Pennsylvania
$1.5M +$1.5M +68,190 New
SFS
262
Sowell Financial Services
Arkansas
$1.5M -$149K -6,777 -9%
FOA
263
Five Oceans Advisors
California
$1.49M -$1.58K -72 -0.1%
WAM
264
WNY Asset Management
New York
$1.49M -$335K -15,231 -18%
FWS
265
FinDec Wealth Services
California
$1.49M +$1.49M +67,758 New
TIM
266
Tortoise Investment Management
New York
$1.48M -$45.6K -2,073 -3%
CCM
267
Carlson Capital Management
Minnesota
$1.47M -$67.4K -3,063 -4%
FFA
268
Farther Finance Advisors
California
$1.46M +$1.46M +66,495 New
ECM
269
Elgethun Capital Management
South Dakota
$1.46M +$1.02M +46,449 +230%
PA
270
Parallel Advisors
California
$1.4M -$326K -14,832 -19%
MSWMA
271
Market Street Wealth Management Advisors
Indiana
$1.36M -$348K -15,816 -20%
AWS
272
AJ Wealth Strategies
New York
$1.35M – – –
ZIM
273
Zacks Investment Management
Illinois
$1.35M +$124K +5,631 +10%
AIS
274
American Investment Services
Massachusetts
$1.34M – – –
BRWA
275
B. Riley Wealth Advisors
Florida
$1.33M -$193K -8,748 -13%
9 10
11
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