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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.

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
1
Mather Group
Illinois
$525M
2
FA
2
Financial Advisors
Massachusetts
$56.4M
3
SEI Investments
3
SEI Investments
Pennsylvania
$504M
4
US Bancorp
4
US Bancorp
Minnesota
$31.5M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$100M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.33B
2
FWP
2
FAS Wealth Partners
Kansas
$52.1M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
OIA
4
OneDigital Investment Advisors
Kansas
$57.6M
5
AG
5
Appleton Group
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FCI
26
Financial Counselors Inc
Kansas
$43.3M 1,966,098 +91,647 +5%
Ameriprise
27
Ameriprise
Minnesota
$38.2M 1,735,695 +67,437 +4%
MGIA
28
Moneta Group Investment Advisors
Missouri
$36.3M 1,584,723 +209,421 +15%
US Bancorp
29
US Bancorp
Minnesota
$31.5M 1,429,590 +1,411,740 +7,909%
FMP
30
Financial Management Professionals
Texas
$31.1M 1,414,608 +2,214 +0.2%
GG
31
GenWealth Group
New Jersey
$28.5M 1,296,612 -56,355 -4%
Creative Planning
32
Creative Planning
Kansas
$27.9M 1,266,678 +526,152 +71%
FFN
33
Focus Financial Network
Minnesota
$27.5M 1,250,964 -5,949 -0.5%
Bank of America
34
Bank of America
North Carolina
$27.5M 1,248,351 +51,087 +4%
Wells Fargo
35
Wells Fargo
California
$27.4M 1,243,887 -31,287 -2%
BA
36
Ballast Advisors
Minnesota
$27.4M 1,243,686 -1,017 -0.1%
SWRP
37
Summit Wealth & Retirement Planning
California
$26.6M 1,210,386 +445,236 +58%
CI
38
CX Institutional
Indiana
$25.1M 1,140,480 +702,126 +160%
NFG
39
Nadler Financial Group
Illinois
$24.3M 1,104,630 +102,657 +10%
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.3M 1,060,521 +1,060,521 New
BPA
41
Beacon Pointe Advisors
California
$22.6M 1,025,091 +23,754 +2%
MM
42
Main Management
California
$21.3M 969,447 +342 +0%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$21.2M 965,331 +927,279 +2,437%
MFGP
44
Marshall Financial Group (Pennsylvania)
Pennsylvania
$20.3M 923,703 +1,050 +0.1%
NQWM
45
Northwest Quadrant Wealth Management
Oregon
$20.3M 920,451 +40,824 +5%
MML Investors Services
46
MML Investors Services
Massachusetts
$20.2M 917,733 +475,731 +108%
SA
47
Scarborough Advisors
Maryland
$19.7M 892,971 -66,219 -7%
NCMW
48
Northern Capital Management (Washington)
Washington
$19.6M 890,088 -6,882 -0.8%
VWA
49
Visionary Wealth Advisors
Illinois
$18.3M 830,508 -29,478 -3%
PMG
50
ProVise Management Group
Florida
$18.2M 828,744 -70,008 -8%
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