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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 %
SIA
551
SeaBridge Investment Advisors
New Jersey
$217K +$217K +9,870 New
CL
552
Choreo LLC
Illinois
$215K +$215K +9,789 New
FWM
553
Forza Wealth Management
Florida
$215K +$215K +9,768 New
CAL
554
Capital Analysts LLC
Pennsylvania
$214K – – –
SC
555
Schoolcraft Capital
Colorado
$213K +$213K +9,699 New
GC
556
Grimes & Company
Massachusetts
$212K -$203K -9,210 -49%
SIG
557
Stonegate Investment Group
Alabama
$210K +$210K +9,534 New
FCM
558
Firestone Capital Management
Florida
$206K +$206K +9,381 New
GVAG
559
Great Valley Advisor Group
Delaware
$206K +$206K +9,384 New
LBC
560
Lowe Brockenbrough & Co
Virginia
$204K +$204K +9,255 New
PFM
561
Parsec Financial Management
North Carolina
$203K +$203K +9,231 New
AIA
562
Arcadia Investment Advisors
Idaho
$202K -$13.3K -603 -6%
JWA
563
JFS Wealth Advisors
Pennsylvania
$191K – – –
SIC
564
Salem Investment Counselors
North Carolina
$190K – – –
TWA
565
TCI Wealth Advisors
Arizona
$188K +$36.3K +1,650 +24%
CA
566
CoreCap Advisors
Michigan
$181K +$181K +8,238 New
AIM
567
Anchor Investment Management
South Carolina
$181K +$2.05K +93 +1%
MTIC
568
Missouri Trust & Investment Company
Missouri
$169K -$13.6K -618 -7%
WPA
569
West Paces Advisors
Georgia
$139K -$79.2K -3,600 -36%
FWA
570
Freedom Wealth Alliance
Wisconsin
$135K +$135K +6,150 New
PFBT
571
Parkside Financial Bank & Trust
Missouri
$134K +$19.7K +897 +17%
FRA
572
Front Row Advisors
California
$128K -$44.6K -2,025 -26%
CA
573
Clearstead Advisors
Ohio
$126K +$87.6K +3,981 +229%
AssetMark Inc
574
AssetMark Inc
California
$124K +$124K +5,637 New
CF
575
Centaurus Financial
California
$122K -$217K -9,840 -64%
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