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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.

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
1
Mather Group
Illinois
$525M
2
FA
2
Financial Advisors
Massachusetts
$56.4M
3
SEI Investments
3
SEI Investments
Pennsylvania
$504M
4
US Bancorp
4
US Bancorp
Minnesota
$31.5M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$100M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.33B
2
FWP
2
FAS Wealth Partners
Kansas
$52.1M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
OIA
4
OneDigital Investment Advisors
Kansas
$57.6M
5
AG
5
Appleton Group
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SBL
51
Sargent Bickham Lagudis
Colorado
$18.1M 823,530 -2,946 -0.4%
SFG
52
Sage Financial Group
Pennsylvania
$18.1M 821,973 +37,503 +5%
CAN
53
Cetera Advisor Networks
California
$17.4M 789,183 +54,672 +7%
XF
54
XML Financial
Maryland
$17.3M 788,253 -33,915 -4%
GIA
55
GHP Investment Advisors
Colorado
$16.9M 770,064 +39,588 +5%
Cerity Partners
56
Cerity Partners
New York
$16.8M 761,331 +741,525 +3,744%
SAM
57
Summit Asset Management
Tennessee
$16.7M 757,839 -9,138 -1%
HSA
58
HBK Sorce Advisory
Pennsylvania
$16.1M 729,888 +351,129 +93%
GC
59
Garde Capital
Washington
$16M 726,981 -69,912 -9%
PA
60
Prism Advisors
California
$16M 725,070 +15,900 +2%
SAMC
61
Spectrum Asset Management (California)
California
$15.8M 720,129 -11,904 -2%
PCIA
62
Prime Capital Investment Advisors
Kansas
$14.9M 676,911 +28,461 +4%
KAS
63
Kestra Advisory Services
Texas
$14.8M 671,424 +145,776 +28%
PFO
64
Pathstone Family Office
New Jersey
$14.3M 649,188 -3,990 -0.6%
SWA
65
Stratos Wealth Advisors
Ohio
$14.1M 642,420 +2,520 +0.4%
BHB
66
Bank Hapoalim BM
Israel
$14M 636,000 – –
ACA
67
Ackerman Capital Advisors
Texas
$13.7M 623,478 -144,681 -19%
DP
68
Denver PWM
Colorado
$13.4M 607,179 +2,016 +0.3%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$12.9M 585,180 +196,773 +51%
FAN
70
Financial Advisors Network
California
$12.9M 584,616 -2,739 -0.5%
WIA
71
World Investment Advisors
California
$12.4M 564,123 +531,243 +1,616%
GSIS
72
Global Strategic Investment Solutions
Arizona
$12.4M 561,792 +129,495 +30%
IWA
73
IVC Wealth Advisors
Pennsylvania
$12.3M 557,334 -10,845 -2%
BDF
74
Black Diamond Financial
Maryland
$12.3M 557,241 +130,902 +31%
MA
75
Mutual Advisors
Nebraska
$12.1M 550,224 -8,103 -1%
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3
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