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SCHV

Schwab US Large-Cap Value ETF
SCHV

638 hedge funds and large institutions have $6.45B invested in Schwab US Large-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 267 increasing their positions, 199 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more call options, than puts

Call options by funds: $673K | Put options by funds: $240K

34% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 199

3% more funds holding in top 10

Funds holding in top 10: 72 → 74 (+2)

4% more capital invested

Capital invested by funds: $6.19B → $6.45B (+$256M)

2% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 52

1% less funds holding

Funds holding: 647 → 638 (-9)

1.87% less ownership

Funds ownership: 204.27% → 202.39% (-1.9%)

Holders
638
Holders Change
-9
Holders Change %
-1.39%
% of All Funds
10.99%
Holding in Top 10
74
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.78%
% of All Funds
1.27%
New
51
Increased
267
Reduced
199
Closed
52
Calls
$673K
Puts
$240K
Net Calls
+$433K
Net Calls Change
+$557K

Top Buyers

Rank Fund Capital Flow
1
SEI Investments
SEI Investments
Pennsylvania
+$62.2M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$35.3M
3
MG
Mather Group
Illinois
+$22.4M
4
HighTower Advisors
HighTower Advisors
Illinois
+$15.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.8M

Top Sellers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
-$163M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$23.7M
3
AIP
Almanack Investment Partners
Pennsylvania
-$16.8M
4
VWA
Visionary Wealth Advisors
Illinois
-$10.4M
5
PMG
ProVise Management Group
Florida
-$7.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
NG
576
NWK Group
California
$26K – – –
RDFA
577
Ritter Daniher Financial Advisory
Ohio
$26K – – –
CFO
578
CVA Family Office
Colorado
$26K +$129 +6 +0.4%
MSFP
579
Mark Sheptoff Financial Planning
Connecticut
$25K – – –
MFA
580
Morling Financial Advisors
California
$24K – – –
TCWA
581
Ten Capital Wealth Advisors
Washington
$24K – – –
WTC
582
WhitTier Trust Company
Nevada
$24K – – –
LFA
583
Level Financial Advisors
New York
$23K -$26K -1,206 -51%
FPB
584
First PREMIER Bank
South Dakota
$20K – – –
LWANC
585
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K – – –
OIA
586
Optimum Investment Advisors
Illinois
$19K – – –
PMFA
587
Plante Moran Financial Advisors
Michigan
$17K +$18.3K +852 New
TCOV
588
Trust Company of Vermont
Vermont
$17K +$19.3K +897 New
CWM
589
Castle Wealth Management
Florida
$16K – – –
JFA
590
JNBA Financial Advisors
Minnesota
$16K – – –
PAI
591
Pittenger & Anderson Inc
Nebraska
$16K – – –
HIA
592
Harbor Investment Advisory
Maryland
$15K – – –
TCM
593
Tradewinds Capital Management
Washington
$15K – – –
BWM
594
Baystate Wealth Management
Massachusetts
$15K +$129 +6 +0.8%
MWC
595
MBM Wealth Consultants
Missouri
$12K – – –
EIP
596
Ellis Investment Partners
Pennsylvania
$12K +$65 +3 +0.5%
HF
597
Halpern Financial
Virginia
$11.7K -$16.4K -762 -56%
TSWM
598
Tyler-Stone Wealth Management
Ohio
$10K +$65 +3 +0.6%
EL
599
EMFO LLC
Florida
$10K +$129 +6 +1%
SC
600
Stephens Consulting
Michigan
$9.36K +$10.3K +480 New
22 23
24
25 26

SCHV Hedge Fund Activity: Q3 2022 in Review

638 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q3 2022, worth a combined $6.45B — up 4.1% from $6.19B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of SCHV and 51 opened new positions — a net loss of 1 holder — while 199 trimmed existing stakes and 267 added.

The largest buyer was SEI Investments, adding an estimated $62.2M. The largest seller was Financial Engines Advisors, cutting an estimated $163M.

  • 638 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q3 2022, down from 647 in Q2 2022.
  • Funds reported $6.45B of Schwab US Large-Cap Value ETF stock for Q3 2022, up 4.1% quarter-over-quarter.
  • 51 funds opened new Schwab US Large-Cap Value ETF positions in Q3 2022 and 52 closed out, a net change of -1 holder.
  • The largest Schwab US Large-Cap Value ETF buyer in Q3 2022 was SEI Investments, an estimated $62.2M added.
  • The largest Schwab US Large-Cap Value ETF seller in Q3 2022 was Financial Engines Advisors, an estimated $163M sold.

Based on aggregated 13F filings for Q3 2022.