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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
$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 %
TSWM
651
Tyler-Stone Wealth Management
Ohio
$11K +$64 +3 +0.6%
CT
652
Cambridge Trust
Massachusetts
$11K +$11K +513 New
JFG
653
JDM Financial Group
Texas
$10.6K +$10.6K +483 New
SC
654
Stephens Consulting
Michigan
$10.6K – – –
AA
655
AlphaMark Advisors
Kentucky
$10K -$20K -900 -67%
CWA
656
Carolina Wealth Advisors
South Carolina
$10K -$191 -9 -2%
HFS
657
Hantz Financial Services
Michigan
$10K +$10K +462 New
EWM
658
Evermay Wealth Management
Virginia
$9.9K – – –
M
659
MOTCO
Texas
$8.32K – – –
MBFW
660
Morton Brown Family Wealth
Pennsylvania
$7.79K – – –
PFG
661
Piershale Financial Group
Illinois
$7.39K +$7.39K +336 New
LS
662
Leelyn Smith
Illinois
$7.13K – – –
GWM
663
Grand Wealth Management
Michigan
$7.06K – – –
AWM
664
Aberdeen Wealth Management
Illinois
$6.6K – – –
AAG
665
Armstrong Advisory Group
Massachusetts
$6.6K +$6.6K +300 New
NMG
666
New Millennium Group
Utah
$4.62K – – –
RWPA
667
Richard W. Paul & Associates
Michigan
$4.62K +$4.62K +210 New
CWP
668
Concord Wealth Partners
Virginia
$4.56K +$4.56K +207 New
LFA
669
LGT Financial Advisors
Texas
$4.39K +$4.39K +198 New
CCMW
670
Cypress Capital Management (Wyoming)
Wyoming
$4.23K – – –
AAP
671
Arax Advisory Partners
Colorado
$4.08K +$66 +3 +2%
BAM
672
Bellevue Asset Management
Washington
$3.34K – – –
LWANC
673
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.3K -$18.2K -825 -85%
LB
674
Legacy Bridge
Iowa
$3.3K – – –
FMB
675
Field & Main Bank
Kentucky
$3.1K +$3.1K +141 New
25 26
27
28 29