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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 %
IAA
476
Independent Advisor Alliance
North Carolina
$345K +$45.4K +2,064 +15%
RIM
477
Rockbridge Investment Management
New York
$345K +$594 +27 +0.2%
WWM
478
Western Wealth Management
Colorado
$343K -$99.4K -4,518 -22%
AA
479
Argent Advisors
Louisiana
$341K – – –
RWM
480
RBA Wealth Management
California
$341K +$5.74K +261 +2%
LNC
481
Lincoln National Corp
Pennsylvania
$336K +$74.8K +3,399 +29%
GCM
482
G2 Capital Management
Ohio
$334K – – –
SIA
483
Soltis Investment Advisors
Utah
$330K – – –
TW
484
TrinityPoint Wealth
Connecticut
$330K +$3.43K +156 +1%
Qube Research & Technologies (QRT)
485
Qube Research & Technologies (QRT)
United Kingdom
$329K +$37.6K +1,710 +13%
WW
486
Waterfront Wealth
Kansas
$328K – – –
RW
487
Reframe Wealth
Virginia
$326K +$326K +14,835 New
CDIA
488
Capital Directions Investment Advisors
Georgia
$326K +$326K +14,835 New
IF
489
Intrua Financial
Texas
$325K -$8.98K -405 -3%
Fifth Third Bancorp
490
Fifth Third Bancorp
Ohio
$323K -$28.9K -1,314 -8%
FCBT
491
First Citizens Bank & Trust
North Carolina
$310K +$310K +14,094 New
IWA
492
Intercontinental Wealth Advisors
Texas
$309K +$132 +6 +0%
AWA
493
Acorn Wealth Advisors
Michigan
$298K +$1.91K +87 +0.6%
JWM
494
Janiczek Wealth Management
Colorado
$298K -$7.2K -315 -2%
ABC
495
Associated Banc-Corp
Wisconsin
$296K – – –
CA
496
CGN Advisors
Kansas
$295K -$2.08M -94,368 -88%
AWM
497
Accurate Wealth Management
Florida
$294K +$294K +13,005 New
BWP
498
Balboa Wealth Partners
Arizona
$294K +$294K +13,356 New
CIC
499
Carnegie Investment Counsel
Ohio
$293K +$528 +24 +0.2%
TC
500
Tenret Company
Florida
$292K -$52.3K -2,376 -15%
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