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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 %
CFB
576
Cullen/Frost Bankers
Texas
$115K +$51.3K +2,331 +81%
JFGIW
577
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$112K -$81.7K -3,711 -42%
MS
578
Madden Securities
Texas
$111K -$121K -5,505 -52%
PFM
579
Phillips Financial Management
Indiana
$110K – – –
HR
580
Howe & Rusling
New York
$99.9K +$29.1K +1,323 +41%
PB
581
Pinnacle Bancorp
Nebraska
$97K – – –
FCA
582
FinTrust Capital Advisors
South Carolina
$92.4K -$7.06K -321 -7%
HDIM
583
Hanson & Doremus Investment Management
Vermont
$92K – – –
RCM
584
Raleigh Capital Management
North Carolina
$91.8K +$91.8K +4,173 New
SA
585
SRH Advisors
Kansas
$91K – – –
IRC
586
Investors Research Corp
Georgia
$84.2K – – –
EK
587
Evensky & Katz
Florida
$79K +$16K +723 +25%
TFS
588
TrustCore Financial Services
Tennessee
$77.6K – – –
OSAM
589
O'Shaughnessy Asset Management
Connecticut
$74.4K -$264 -12 -0.4%
FSWA
590
Financial Synergies Wealth Advisors
Texas
$71.9K +$528 +24 +0.7%
ACA
591
Aptus Capital Advisors
Alabama
$71K -$30.6K -1,389 -30%
GWANC
592
Guardian Wealth Advisors (North Carolina)
North Carolina
$71K – – –
CIAS
593
Capital Investment Advisory Services
North Carolina
$67K +$16.8K +765 +34%
MHR
594
Matthew Hamilton Rosenberg
$66K – – –
SIC
595
SJS Investment Consulting
Ohio
$66K +$66K +3,000 New
IGWM
596
ICA Group Wealth Management
Colorado
$62.3K +$62.3K +2,832 New
AA
597
Ancora Advisors
Ohio
$61K -$44K -1,998 -42%
KA
598
Kozak & Associates
Colorado
$61K – – –
RF
599
Robbins Farley
New Hampshire
$59.9K -$14.5K -657 -19%
CPFP
600
Clear Perspectives Financial Planning
Ohio
$59.4K – – –
22 23
24
25 26