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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 %
AWMG
401
Alliance Wealth Management Group
New Jersey
$541K -$1.78K -81 -0.3%
TCM
402
Towercrest Capital Management
Pennsylvania
$541K -$1.78K -81 -0.3%
CIP
403
Capital Insight Partners
Arizona
$534K -$72.8K -3,309 -12%
DWP
404
Destiny Wealth Partners
Florida
$529K -$459K -20,841 -46%
CAAM
405
Cornerstone Advisors Asset Management
Pennsylvania
$521K +$521K +23,658 New
LF
406
Lantz Financial
Illinois
$520K – – –
BAM
407
Belpointe Asset Management
Nevada
$519K -$56.9K -2,586 -10%
RWP
408
RWA Wealth Partners
Massachusetts
$512K +$512K +22,452 New
William Blair & Company
409
William Blair & Company
Illinois
$506K -$8.39K -381 -2%
LEFP
410
Leading Edge Financial Planning
Tennessee
$497K +$497K +22,584 New
LWAC
411
Laurel Wealth Advisors (California)
California
$486K +$1.59K +72 +0.3%
NS
412
Newman & Schimel
Illinois
$483K -$30.8K -1,398 -6%
AWM
413
Avior Wealth Management
Nebraska
$482K -$8.45K -384 -2%
NFG
414
Nations Financial Group
Iowa
$480K -$45.2K -2,052 -9%
MGWM
415
Marks Group Wealth Management
Minnesota
$474K – – –
VST
416
Van Strum & Towne
California
$468K – – –
GG
417
Greenwood Gearhart
Arkansas
$466K -$20K -909 -4%
RC
418
Roundview Capital
New Jersey
$465K – – –
KCM
419
Kathmere Capital Management
Pennsylvania
$459K -$166K -7,530 -27%
RFN
420
RDA Financial Network
Iowa
$454K +$62.7K +2,847 +16%
LFG
421
Larson Financial Group
Missouri
$451K +$356K +16,170 +375%
MHS
422
M Holdings Securities
Oregon
$450K – – –
CWM
423
Cadence Wealth Management
Massachusetts
$449K -$94.8K -4,308 -17%
SW
424
SkyOak Wealth
Michigan
$448K +$29.2K +1,326 +7%
RCM
425
Radnor Capital Management
Pennsylvania
$443K – – –
15 16
17
18 19