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
$525M
2
FA
Financial Advisors
Massachusetts
$56.4M
3
SEI Investments
SEI Investments
Pennsylvania
$504M
4
US Bancorp
US Bancorp
Minnesota
$31.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$100M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.33B
2
FWP
FAS Wealth Partners
Kansas
$52.1M
3
CCMG
Clark Capital Management Group
Pennsylvania
$0
4
OIA
OneDigital Investment Advisors
Kansas
$57.6M
5
AG
Appleton Group
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFP
626
Mark Sheptoff Financial Planning
Connecticut
$28.1K – – –
TCWA
627
Ten Capital Wealth Advisors
Washington
$27.5K – – –
WTC
628
WhitTier Trust Company
Nevada
$27.1K – – –
BWA
629
Boulder Wealth Advisors
Colorado
$27K +$27K +1,206 New
MFA
630
Morling Financial Advisors
California
$27K – – –
RDFA
631
Ritter Daniher Financial Advisory
Ohio
$26.5K -$2.91K -132 -10%
BFPW
632
BOK Financial Private Wealth
Colorado
$24.2K -$18.5K -840 -43%
Citigroup
633
Citigroup
New York
$23.5K +$17.9K +813 +319%
FPB
634
First PREMIER Bank
South Dakota
$23K – – –
HCM
635
Hollencrest Capital Management
California
$21.9K +$21.9K +996 New
OIA
636
Optimum Investment Advisors
Illinois
$21.8K – – –
PAI
637
Pittenger & Anderson Inc
Nebraska
$18.3K – – –
TFA
638
Transamerica Financial Advisors
Florida
$18K +$18K +801 New
TCM
639
Tradewinds Capital Management
Washington
$17.4K – – –
BWM
640
Baystate Wealth Management
Massachusetts
$17K +$131 +6 +0.8%
HIA
641
Harbor Investment Advisory
Maryland
$17K – – –
FA
642
Fiduciary Alliance
South Carolina
$15.7K +$15.7K +714 New
JFA
643
JNBA Financial Advisors
Minnesota
$15.2K -$2.64K -120 -15%
LFA
644
Level Financial Advisors
New York
$14K -$11.5K -534 -45%
HF
645
Halpern Financial
Virginia
$13.2K – – –
MWC
646
MBM Wealth Consultants
Missouri
$13K – – –
TRCT
647
Tower Research Capital (TRC)
New York
$13K +$6.03K +267 +86%
GI
648
GS Investments
Minnesota
$12.3K +$12.3K +561 New
EL
649
EMFO LLC
Florida
$11.8K +$66 +3 +0.6%
MRCM
650
M&R Capital Management
New Jersey
$11K +$11K +501 New
24 25
26
27 28