SCHV icon

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 %
RFA
326
Resurgent Financial Advisors
Georgia
$860K +$17.2K +780 +2%
KWM
327
Kolinsky Wealth Management
New Jersey
$859K +$4.23K +192 +0.5%
MIA
328
Milestone Investment Advisors
Wisconsin
$859K +$859K +39,021 New
CBFP
329
Cedar Brook Financial Partners
Ohio
$852K +$46.5K +2,112 +6%
WANY
330
Wealthspire Advisors (New York)
New York
$852K -$102K -4,629 -11%
LWM
331
Laidlaw Wealth Management
New York
$839K -$121K -5,505 -13%
PFA
332
Pinnacle Family Advisors
Missouri
$835K +$835K +37,932 New
HI
333
Harbour Investments
Wisconsin
$832K +$148K +6,720 +22%
HTC
334
Haverford Trust Company
Pennsylvania
$831K – – –
MPM
335
Meritage Portfolio Management
Kansas
$828K -$3.29M -149,472 -80%
MFG
336
Magnus Financial Group
New York
$825K +$114K +5,175 +16%
FAG
337
Fortitude Advisory Group
Washington
$824K +$11.4K +516 +1%
BAM
338
Baldrige Asset Management
Pennsylvania
$818K -$29.8K -1,353 -4%
BFG
339
Berger Financial Group
Minnesota
$816K +$244K +11,091 +43%
AIM
340
Athena Investment Management
California
$811K +$84.6K +3,846 +12%
HI
341
Hoey Investments
Pennsylvania
$809K -$1.58K -72 -0.2%
SWA
342
Sax Wealth Advisors
New Jersey
$806K – – –
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$803K +$38K +1,725 +5%
CFD
344
Creative Financial Designs
Indiana
$803K +$43.2K +1,965 +6%
WMR
345
Wealth Management Resources
Rhode Island
$784K -$7.2K -327 -0.9%
SWM
346
Southern Wealth Management
Texas
$783K +$53.9K +2,448 +7%
JF
347
Joule Financial
Kentucky
$768K -$1.06K -48 -0.1%
GCM
348
Gunderson Capital Management
South Carolina
$767K +$767K +34,866 New
PP
349
Pegasus Partners
Wisconsin
$760K -$663K -30,129 -47%
BMCM
350
Bryn Mawr Capital Management
Pennsylvania
$757K +$757K +34,383 New
12 13
14
15 16