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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 %
SC
676
SouthState Corp
Florida
$2.91K +$2.91K +132 New
CMA
677
Cedar Mountain Advisors
Oregon
$2.71K – – –
HS
678
Horan Securities
United States
$2.45K – – –
WT
679
Washington Trust
Rhode Island
$2.31K – – –
CAS
680
Coppell Advisory Solutions
Texas
$1.98K +$1.98K +90 New
CASC
681
Coppell Advisory Solutions Corp
Texas
$1.98K +$1.98K +90 New
RA
682
Rise Advisors
New York
$1.96K – – –
AWM
683
Abound Wealth Management
Tennessee
$1.92K – – –
GGI
684
Godsey & Gibb Inc
Virginia
$1.32K +$1.32K +60 New
First Manhattan
685
First Manhattan
New York
$1.06K – – –
WWM
686
Wolff Wiese Magana
California
$660 – – –
NC
687
NewSquare Capital
Pennsylvania
$604 – – –
BIA
688
Bell Investment Advisors
California
$594 – – –
IF
689
Integrity Financial
Wyoming
$396 – – –
CWA
690
Clearview Wealth Advisors
Oregon
$264 – – –
SWA
691
SOA Wealth Advisors
New York
$103 +$52 +3 +100%
ME
692
McIlrath & Eck
Washington
$66 – – –
CMP
693
Coston McIsaac & Partners
Maine
$1 – – –
MA
694
MUFG Americas
New York
– -$28.5M -1,459,587 Closed
CCMG
695
Clark Capital Management Group
Pennsylvania
– -$18.8M -965,055 Closed
AG
696
Appleton Group
Wisconsin
– -$8.16M -418,428 Closed
TNA
697
True North Advisors
Texas
– -$6.69M -343,098 Closed
QAM
698
Q3 Asset Management
Michigan
– -$6.58M -337,188 Closed
First Trust Advisors
699
First Trust Advisors
Illinois
– -$4.44M -227,478 Closed
HAS
700
HBW Advisory Services
California
– -$2.92M -149,724 Closed
26 27
28
29 30