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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 %
BC
451
Bartlett & Co
Ohio
$384K +$38.5K +1,752 +11%
CAI
452
Capital Advisors Inc
Oklahoma
$383K +$383K +17,400 New
DPI
453
Diversified Portfolios Inc
Michigan
$383K -$152K -6,918 -28%
OCPWS
454
One Charles Private Wealth Services
Massachusetts
$383K – – –
EHC
455
Everett Harris & Co
California
$381K +$6.53K +297 +2%
DFA
456
DHJJ Financial Advisors
Illinois
$379K -$118K -5,367 -24%
DW
457
Domani Wealth
Pennsylvania
$378K -$3.7K -168 -1%
SSW
458
Stone Summit Wealth
Florida
$375K -$176K -7,977 -32%
LF
459
LifeSteps Financial
California
$372K -$99.6K -4,524 -21%
EH
460
Equitable Holdings
New York
$372K +$72.3K +3,285 +24%
CFFP
461
Center for Financial Planning
Michigan
$372K – – –
AAS
462
Annex Advisory Services
Wisconsin
$368K -$13.9K -633 -4%
BIA
463
Bigelow Investment Advisors
Maine
$367K +$109K +4,935 +42%
PWA
464
Physician Wealth Advisors
Utah
$365K – – –
BIM
465
Bridges Investment Management
Nebraska
$363K -$2.31K -105 -0.6%
SQA
466
Simon Quick Advisors
New Jersey
$363K +$2.51K +114 +0.7%
PGAM
467
Princeton Global Asset Management
New Jersey
$363K -$1.06K -48 -0.3%
GA
468
Goldstein Advisors
Wisconsin
$356K +$356K +16,176 New
EP
469
Eudaimonia Partners
Tennessee
$355K +$7.59K +345 +2%
APW
470
Aurora Private Wealth
New Jersey
$355K -$144K -6,528 -29%
DIS
471
Diversified Investment Strategies
Louisiana
$353K +$16.5K +750 +5%
SPWM
472
Schrum Private Wealth Management
Florida
$353K +$66 +3 +0%
GG
473
Gofen & Glossberg
Illinois
$353K -$6.74K -306 -2%
MA
474
MONECO Advisors
Connecticut
$348K -$8.39K -381 -2%
PWMG
475
Prestige Wealth Management Group
New Jersey
$348K – – –
17 18
19
20 21