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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 %
EWM
601
EPG Wealth Management
Georgia
$58.1K +$396 +18 +0.7%
NIC
602
Northwest Investment Counselors
Oregon
$54.7K – – –
VNA
603
Valley National Advisers
Pennsylvania
$54K -$6.72K -297 -11%
PK
604
Pflug Koory
Nebraska
$53K +$2.96K +135 +6%
CCP
605
Clarkston Capital Partners
Michigan
$48.3K +$1.52K +69 +3%
TCM
606
TD Capital Management
Tennessee
$46.8K +$330 +15 +0.7%
MAWCM
607
Mine & Arao Wealth Creation & Management
California
$43K – – –
TAIM
608
TD Ameritrade Investment Management
Nebraska
$43K – – –
TAM
609
Townsend Asset Management
North Carolina
$42.8K +$42.8K +1,947 New
AC
610
AlphaCore Capital
California
$42.5K – – –
AIA
611
Armor Investment Advisors
North Carolina
$41.2K -$77.6K -3,525 -65%
SSB
612
Sandy Spring Bank
Maryland
$39.7K – – –
BCMLT
613
Beacon Capital Management LLC (Tennessee)
Tennessee
$39.2K -$2.84K -129 -7%
QCG
614
Quadrant Capital Group
Ohio
$35.1K – – –
VCM
615
Versant Capital Management
Arizona
$35K -$792 -36 -2%
BCM
616
Blume Capital Management
California
$33K – – –
FA
617
Faithward Advisors
Pennsylvania
$32.1K – – –
FHA
618
First Horizon Advisors
Tennessee
$31.4K – – –
KFI
619
Key Financial Inc
Pennsylvania
$30.6K – – –
NG
620
NWK Group
California
$30.2K +$1.06K +48 +4%
CFO
621
CVA Family Office
Colorado
$29.7K +$132 +6 +0.4%
MWM
622
Mascoma Wealth Management
New Hampshire
$29.4K +$29.4K +1,335 New
JHCP
623
Jackson Hole Capital Partners
Oklahoma
$29K – – –
WOSD
624
WFA of San Diego
California
$28.7K +$28.7K +1,302 New
BWA
625
BDO Wealth Advisors
Florida
$28.6K -$20.5K -930 -42%
23 24
25
26 27