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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 %
RCIM
701
Red Cedar Investment Management
Michigan
– -$2.7M -138,354 Closed
ACG
702
Allen Capital Group
Nebraska
– -$2.29M -117,435 Closed
Natixis Advisors
703
Natixis Advisors
Massachusetts
– -$1.24M -63,609 Closed
SIA
704
Schechter Investment Advisors
Michigan
– -$1.09M -56,073 Closed
SA
705
Shilanski & Associates
Alaska
– -$1.02M -52,164 Closed
BFA
706
BMS Financial Advisors
South Dakota
– -$957K -49,065 Closed
CCMD
707
Cypress Capital Management (Delaware)
Delaware
– -$671K -34,383 Closed
OPS
708
Orion Portfolio Solutions
Nebraska
– -$664K -34,026 Closed
CI
709
CPR Investments
Michigan
– -$562K -28,797 Closed
Citadel Advisors
710
Citadel Advisors
Florida
– -$526K -26,958 Closed
HGERS
711
Householder Group Estate & Retirement Specialist
Arizona
– -$503K -25,797 Closed
AWM
712
Axxcess Wealth Management
California
– -$463K -23,754 Closed
MCM
713
Manchester Capital Management
Vermont
– -$393K -17,250 Closed
WAM
714
WealthTrust Asset Management
Florida
– -$277K -14,217 Closed
GBWM
715
Granite Bay Wealth Management
New Hampshire
– -$263K -13,503 Closed
PWM
716
PRW Wealth Management
Massachusetts
– -$258K -13,248 Closed
FM
717
Foster & Motley
Ohio
– -$248K -12,738 Closed
SS
718
Simplicity Solutions
Minnesota
– -$237K -12,147 Closed
BF
719
BOK Financial
Oklahoma
– -$207K -10,596 Closed
FFWM
720
Future Financial Wealth Management
Ohio
– -$218K -10,500 Closed
MWAM
721
Manhattan West Asset Management
California
– -$202K -10,368 Closed
EC
722
EdgeRock Capital
Colorado
– -$153K -7,845 Closed
EA
723
Evolution Advisers
Virginia
– -$72K -3,693 Closed
HI
724
Hudock Inc
Pennsylvania
– -$68K -3,498 Closed
OPW
725
Oxler Private Wealth
New York
– -$76.9K -2,400 Closed
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