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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
+$52.7M
2
FA
Financial Advisors
Massachusetts
+$44.2M
3
SEI Investments
SEI Investments
Pennsylvania
+$40.1M
4
US Bancorp
US Bancorp
Minnesota
+$31.1M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$28.7M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$61.3M
2
FWP
FAS Wealth Partners
Kansas
-$31.3M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$18.8M
4
OIA
OneDigital Investment Advisors
Kansas
-$15.6M
5
AG
Appleton Group
Wisconsin
-$8.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCWM
276
Cassaday & Co Wealth Management
Virginia
$1.32M +$1.32M +60,024 New
LAIC
277
Lederer & Associates Investment Counsel
California
$1.32M -$30K -1,362 -2%
GHA
278
GW Henssler & Associates
Georgia
$1.31M -$1.19K -54 -0.1%
Corient Private Wealth
279
Corient Private Wealth
Florida
$1.31M +$1.31M +59,478 New
WF
280
Warner Financial
Maryland
$1.31M +$432K +19,632 +49%
SPC
281
Sigma Planning Corp
Michigan
$1.28M +$14.3K +648 +1%
RRC
282
Relaxing Retirement Coach
Massachusetts
$1.27M -$9.64K -438 -0.8%
PCMC
283
Private Capital Management (Colorado)
Colorado
$1.26M +$111K +5,052 +10%
KHC
284
Koesten Hirschmann & Crabtree
Kansas
$1.25M +$1.25M +56,865 New
CWM
285
Cedar Wealth Management
California
$1.25M +$294K +13,374 +31%
NCM
286
Northwest Capital Management
Oregon
$1.23M -$60.3K -2,739 -5%
MCC
287
Money Concepts Capital
Florida
$1.23M +$80.3K +3,651 +7%
DWM
288
Dakota Wealth Management
Florida
$1.23M +$132K +5,979 +12%
AA
289
Alesco Advisors
New York
$1.22M +$451K +20,481 +59%
MWA
290
Monograph Wealth Advisors
California
$1.18M – – –
CWM
291
Chesapeake Wealth Management
Virginia
$1.18M +$60.1K +2,730 +5%
RIA
292
Regal Investment Advisors
Michigan
$1.17M +$30.2K +1,374 +3%
VFA
293
Valeo Financial Advisors
Indiana
$1.17M – – –
LJAC
294
L.J. Altfest & Co
New York
$1.16M +$5.48K +249 +0.5%
GCA
295
Gradient Capital Advisors
California
$1.14M -$73K -3,315 -6%
BL
296
BCWM LLC
Kansas
$1.14M -$13.9K -630 -1%
AL
297
Aspiriant LLC
California
$1.14M -$101K -4,584 -8%
BCIM
298
Bishop & Co Investment Management
Pennsylvania
$1.13M -$29.2K -1,329 -3%
NL
299
NWAM LLC
Washington
$1.13M +$144K +6,534 +15%
MAM
300
Marquette Asset Management
Minnesota
$1.13M – – –
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