SCHV icon

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 %
WP
501
Westmount Partners
California
$292K +$292K +13,278 New
AIM
502
Acropolis Investment Management
Missouri
$292K – – –
Bessemer Group
503
Bessemer Group
New Jersey
$292K – – –
VCWA
504
Vanguard Capital Wealth Advisors
Colorado
$290K +$290K +13,170 New
AAS
505
Ameritas Advisory Services
Nebraska
$288K +$288K +13,101 New
FWM
506
Focused Wealth Management
New York
$287K +$1.92K +87 +0.7%
Bank of New York Mellon
507
Bank of New York Mellon
New York
$285K +$66 +3 +0%
QHA
508
Quarry Hill Advisors
Minnesota
$284K +$284K +12,897 New
AIA
509
Allied Investment Advisors
Montana
$279K +$13.3K +603 +5%
SOS
510
Silver Oak Securities
Tennessee
$276K -$251K -11,397 -48%
CAP
511
Columbia Advisory Partners
Washington
$276K +$276K +12,531 New
CAM
512
Carret Asset Management
New York
$272K -$3.3K -150 -1%
EA
513
Eudaimonia Advisors
Tennessee
$272K +$5.55K +252 +2%
FMWA
514
Forvis Mazars Wealth Advisors
Missouri
$269K +$269K +12,210 New
USCWA
515
U.S. Capital Wealth Advisors
Texas
$268K -$57.9K -2,631 -18%
CB
516
Commerce Bank
Missouri
$268K -$100K -4,545 -27%
TWM
517
Triton Wealth Management
Arizona
$267K +$267K +11,808 New
AIM
518
AHL Investment Management
Florida
$267K -$429K -19,473 -62%
HCM
519
Hengehold Capital Management
Ohio
$267K +$267K +12,111 New
SWPG
520
Strategic Wealth Partners Group
Illinois
$266K +$66 +3 +0%
TWM
521
TriaGen Wealth Management
California
$265K – – –
SAG
522
SageView Advisory Group
California
$260K +$260K +11,808 New
HWA
523
Hillcrest Wealth Advisors
New Jersey
$259K – – –
AT
524
American Trust
Kentucky
$257K +$257K +15,657 New
WWA
525
WC Walker & Associates
California
$253K – – –
19 20
21
22 23