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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 %
S
376
SignatureFD
Georgia
$632K -$5.55K -252 -0.9%
PGFC
377
Peapack-Gladstone Financial Corp
New Jersey
$631K – – –
CA
378
Claro Advisors
Massachusetts
$631K +$631K +28,656 New
GT
379
Greenleaf Trust
Michigan
$630K – – –
DADC
380
D.A. Davidson & Co
Montana
$621K -$41.5K -1,887 -6%
AFP
381
Ausdal Financial Partners
Iowa
$620K -$503K -22,848 -45%
KA
382
Kovack Advisors
Florida
$605K +$726 +33 +0.1%
BJL
383
Brighton Jones LLC
Washington
$596K -$65.2K -2,964 -10%
SAS
384
SMI Advisory Services
Indiana
$595K – – –
MC
385
Montag & Caldwell
Georgia
$587K -$431K -19,599 -42%
RWP
386
Revolve Wealth Partners
New Jersey
$583K -$36.3K -1,650 -6%
UB
387
UMB Bank
Missouri
$581K – – –
IF
388
Ironwood Financial
Arizona
$579K -$79.2K -3,600 -12%
WDL
389
Well Done LLC
Michigan
$578K – – –
IAS
390
IMA Advisory Services
Colorado
$574K -$54.9K -2,493 -9%
MCM
391
Mengis Capital Management
Oregon
$574K -$92K -4,185 -14%
SSWM
392
Smith Salley Wealth Management
North Carolina
$571K – – –
TFA
393
Teamwork Financial Advisors
Texas
$564K -$18.6K -843 -3%
SBIA
394
Sheaff Brock Investment Advisors
Indiana
$562K -$18.5K -840 -3%
TIM
395
Thompson Investment Management
Wisconsin
$562K -$30.1K -1,368 -5%
HWA
396
HHM Wealth Advisors
Tennessee
$560K -$12.4K -564 -2%
WF
397
Wayfinding Financial
Washington
$555K +$172K +7,464 +45%
SFWC
398
Strategic Family Wealth Counselors
New Jersey
$552K +$65.5K +2,976 +13%
KLI
399
Kelman-Lazarov Inc
Tennessee
$549K -$26.3K -1,197 -5%
WP
400
WealthSource Partners
California
$549K +$549K +24,939 New
14 15
16
17 18