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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 %
NEPWA
426
New England Private Wealth Advisors
Massachusetts
$440K +$2.97K +135 +0.7%
KA
427
Klingman & Associates
New York
$440K -$7.92K -360 -2%
KC
428
Kades & Cheifetz
Pennsylvania
$439K +$439K +19,965 New
ES
429
ETF Store
Kansas
$434K +$51.2K +2,244 +13%
CIR
430
Clear Investment Research
Georgia
$431K – – –
CIBC Private Wealth Group
431
CIBC Private Wealth Group
Georgia
$430K +$29.4K +1,500 +7%
DACG
432
Donor Advised Charitable Giving
California
$427K +$427K +19,404 New
MWM
433
Mission Wealth Management
California
$423K +$25.7K +1,167 +6%
Stifel Financial
434
Stifel Financial
Missouri
$421K -$45K -2,046 -10%
DWT
435
Dorsey & Whitney Trust
South Dakota
$420K – – –
APG
436
Abacus Planning Group
South Carolina
$419K -$23.4K -1,062 -5%
MFC
437
Morris Financial Concepts
South Carolina
$417K -$15.2K -690 -4%
CAG
438
Csenge Advisory Group
Florida
$416K -$274K -12,441 -40%
CW
439
CIC Wealth
Maryland
$415K +$415K +18,852 New
RPGK
440
Retirement Planning Group (Kansas)
Kansas
$407K -$19.5K -888 -5%
NHT
441
New Hampshire Trust
New Hampshire
$407K +$407K +18,510 New
PIMG
442
Patriot Investment Management Group
Tennessee
$407K +$23.5K +1,032 +6%
RGF
443
Retirement Guys Formula
Ohio
$400K +$76.4K +3,471 +24%
MLA
444
My Legacy Advisors
Oregon
$396K -$147K -6,414 -27%
FA
445
Flagstar Advisors
New York
$392K -$355K -16,146 -48%
EL
446
Essex LLC
Illinois
$392K -$13.5K -615 -3%
SWM
447
Spire Wealth Management
Virginia
$390K +$258K +11,733 +196%
Lido Advisors
448
Lido Advisors
California
$389K -$462 -21 -0.1%
AF
449
Allworth Financial
California
$385K +$82.7K +3,759 +27%
BCWM
450
Bartlett & Co Wealth Management
Ohio
$384K +$38.6K +1,752 +11%
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