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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 %
JIC
351
Johnson Investment Counsel
Ohio
$752K +$125K +5,667 +20%
AIP
352
Almanack Investment Partners
Pennsylvania
$751K +$751K +34,140 New
BDFN
353
Bond & Devick Financial Network
Minnesota
$750K +$153K +6,960 +26%
RG
354
Retirement Group
California
$747K -$397K -18,042 -35%
BL
355
BFSG LLC
California
$728K +$728K +33,063 New
VCP
356
Vista Capital Partners
Oregon
$720K +$236K +10,719 +49%
GWM
357
Gray Wealth Management
Maine
$718K -$24.2K -1,098 -3%
MAM
358
Marotta Asset Management
Virginia
$717K -$5.48K -249 -0.8%
JCIA
359
Jackson Creek Investment Advisors
Colorado
$712K -$33.9K -1,539 -5%
WCM
360
Whitener Capital Management
North Carolina
$702K +$57.7K +2,622 +9%
SG
361
StoneX Group
New York
$692K +$28.4K +1,290 +4%
AWM
362
Atticus Wealth Management
Florida
$690K +$648K +29,448 +1,529%
Rockefeller Capital Management
363
Rockefeller Capital Management
New York
$687K -$14K -639 -2%
BWP
364
Bernardo Wealth Planning
Pennsylvania
$686K – – –
PNC Financial Services Group
365
PNC Financial Services Group
Pennsylvania
$684K +$119K +5,406 +21%
AIC
366
Ayalon Insurance Company
Israel
$682K +$90K +4,086 +15%
IP
367
Ignite Planners
California
$681K +$681K +29,886 New
BFO
368
Biltmore Family Office
North Carolina
$680K +$680K +30,903 New
IAIM
369
International Assets Investment Management
Florida
$679K -$790 -39 -0.1%
LPAM
370
Lodestar Private Asset Management
California
$679K +$679K +30,861 New
BBW
371
Blue Barn Wealth
Utah
$676K -$39.2K -1,782 -5%
VP
372
Verum Partners
North Carolina
$672K +$672K +30,528 New
CWA
373
CM Wealth Advisors
Ohio
$662K – – –
RDWM
374
Red Door Wealth Management
Tennessee
$659K +$55.1K +2,502 +9%
AFAS
375
Acorn Financial Advisory Services
Virginia
$655K -$19.2K -873 -3%
13 14
15
16 17