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 %
B
526
Bensler
Washington
$252K -$18.2K -828 -7%
AIA
527
AIMZ Investment Advisors
California
$251K -$15.3K -696 -6%
CFS
528
CRA Financial Services
New Jersey
$249K -$30.5K -1,386 -11%
KIA
529
KCM Investment Advisors
California
$249K +$462 +21 +0.2%
KIG
530
Kowal Investment Group
Wisconsin
$247K +$247K +11,208 New
CAM
531
Clark Asset Management
New Hampshire
$244K +$244K +11,106 New
SC
532
Shearwater Capital
Colorado
$244K +$23.7K +90 +11%
YIH
533
Y-Intercept (HK)
Hong Kong
$241K +$241K +10,932 New
PCA
534
Personal Capital Advisors
California
$239K +$239K +10,875 New
LC
535
Landaas & Company
Wisconsin
$239K – – –
AA
536
Advisory Alpha
Michigan
$239K +$239K +10,860 New
YIA
537
YHB Investment Advisors
Connecticut
$239K -$4.29K -195 -2%
PL
538
Plancorp LLC
Missouri
$237K -$56.2K -2,556 -19%
KBFS
539
Kohmann Bosshard Financial Services
Ohio
$237K – – –
CS
540
Crescent Sterling
Louisiana
$237K +$237K +10,752 New
GWA
541
Geometric Wealth Advisors
District of Columbia
$236K -$15.5K -705 -6%
MPWT
542
MassMutual Private Wealth & Trust
Connecticut
$235K +$135K +6,144 +136%
BS
543
Boenning & Scattergood
Pennsylvania
$232K +$232K +9,732 New
Renaissance Technologies
544
Renaissance Technologies
New York
$231K -$614K -27,900 -73%
TIA
545
Tiemann Investment Advisors
California
$229K – – –
CWM
546
Curi Wealth Management
North Carolina
$224K +$224K +10,170 New
IFPL
547
Investments & Financial Planning LLC
Kentucky
$222K +$222K +10,110 New
KMWM
548
Keudell/Morrison Wealth Management
Oregon
$222K +$222K +10,077 New
SWM
549
Shakespeare Wealth Management
Wisconsin
$221K +$221K +10,038 New
IWP
550
IAG Wealth Partners
Wisconsin
$220K – – –
20 21
22
23 24