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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 %
SWM
301
Seed Wealth Management
Illinois
$1.06M +$1.06M +48,360 New
GJIA
302
Glass Jacobson Investment Advisors
Maryland
$1.06M +$1.06M +48,132 New
AIM
303
Avity Investment Management
Connecticut
$1.06M – – –
NA
304
NewEdge Advisors
Louisiana
$1.03M +$1.03M +48,288 New
Bank of Montreal
305
Bank of Montreal
Ontario, Canada
$1.01M +$27.2K +1,197 +3%
CWC
306
Carolinas Wealth Consulting
North Carolina
$1.01M -$270K -12,282 -21%
KAM
307
KEB Asset Management
Illinois
$998K – – –
ZF
308
Zhang Financial
Michigan
$987K +$236K +10,743 +32%
PCWA
309
Pacific Capital Wealth Advisors
California
$985K -$100K -4,548 -9%
CCM
310
Condor Capital Management
New Jersey
$972K -$15.2K -690 -2%
PAMG
311
Patton Albertson Miller Group
Tennessee
$968K – – –
BCM
312
Brookstone Capital Management
Illinois
$963K +$73.2K +3,237 +8%
ASN
313
Advisory Services Network
Georgia
$962K +$36.5K +1,659 +4%
AWM
314
Apollon Wealth Management
South Carolina
$960K +$54.2K +2,463 +6%
SCM
315
SOL Capital Management
Maryland
$954K -$3.3K -150 -0.3%
JPLA
316
Joseph P. Lucia & Associates
New York
$952K -$50K -2,271 -5%
DI
317
DFPG Investments
Utah
$932K +$932K +40,908 New
ACA
318
Atlas Capital Advisors
Wyoming
$924K -$430K -19,557 -32%
KJWM
319
Kiley Juergens Wealth Management
Washington
$918K +$9.84K +447 +1%
ASI
320
Advisory Services & Investments
Oregon
$915K -$287K -13,053 -24%
SWM
321
Silverlake Wealth Management
Vermont
$891K -$7.2K -327 -0.8%
MOS
322
MGO One Seven
Ohio
$889K +$889K +40,392 New
RBFC
323
Roman Butler Fullerton & Co
Missouri
$880K +$880K +38,610 New
PWM
324
Prosperity Wealth Management
California
$870K +$870K +39,546 New
PAG
325
Private Advisor Group
New Jersey
$866K -$17.7K -1,356 -2%
11 12
13
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