We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF
SCHV

696 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, 239 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more call options, than puts

Call options by funds: $984K | Put options by funds: $257K

156% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 45

18% more funds holding in top 10

Funds holding in top 10: 74 → 87 (+13)

9% more funds holding

Funds holding: 638 → 696 (+58)

7% more capital invested

Capital invested by funds: $6.45B → $6.91B (+$459M)

5.4% more ownership

Funds ownership: 202.39% → 207.79% (+5.4%)

3% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 239

Holders
696
Holders Change
+58
Holders Change %
+9.09%
% of All Funds
11.19%
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
239
Closed
45
Calls
$984K
Puts
$257K
Net Calls
+$727K
Net Calls Change
+$294K

Top Buyers

Rank Fund Capital Flow
1
MG
Mather Group
Illinois
+$51.9M
2
FA
Financial Advisors
Massachusetts
+$43.5M
3
SEI Investments
SEI Investments
Pennsylvania
+$39.4M
4
US Bancorp
US Bancorp
Minnesota
+$30.6M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$28.3M

Top Sellers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
-$60.3M
2
FWP
FAS Wealth Partners
Kansas
-$30.8M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$18.8M
4
OIA
OneDigital Investment Advisors
Kansas
-$15.4M
5
AG
Appleton Group
Wisconsin
-$8.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
726
Hudock Inc
Pennsylvania
– -$68K -3,498 Closed
OPW
727
Oxler Private Wealth
New York
– -$76.9K -2,400 Closed
CG
728
Cutler Group
California
– -$45.5K -2,100 Closed
TCOV
729
Trust Company of Vermont
Vermont
– -$17K -897 Closed
PMFA
730
Plante Moran Financial Advisors
Michigan
– -$17K -852 Closed
CWM
731
Castle Wealth Management
Florida
– -$16K -831 Closed
EIP
732
Ellis Investment Partners
Pennsylvania
– -$12K -660 Closed
SFC
733
SYM Financial Corp
Indiana
– -$7K -357 Closed
LDFR
734
Lehman & Derafelo Financial Resources
Pennsylvania
– -$5K -240 Closed
MAM
735
Meeder Asset Management
Ohio
– -$5K -237 Closed
EI
736
Ellevest Inc
New York
– -$3K -147 Closed
GA
737
GoalVest Advisory
New York
– -$2K -114 Closed
SWM
738
Selective Wealth Management
Virginia
– -$2K -105 Closed
IHWM
739
Iron Horse Wealth Management
Iowa
– +$260 +12 +400%
26 27 28 29
30

SCHV Hedge Fund Activity: Q4 2022 in Review

696 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q4 2022, worth a combined $6.91B — up 7.1% from $6.45B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new SCHV positions and 45 closed out — a net gain of 70 holders — while 233 added to existing stakes and 239 trimmed.

The largest buyer was Mather Group, adding an estimated $51.9M. The largest seller was Financial Engines Advisors, cutting an estimated $60.3M.

  • 696 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q4 2022, up from 638 in Q3 2022.
  • Funds reported $6.91B of Schwab US Large-Cap Value ETF stock for Q4 2022, up 7.1% quarter-over-quarter.
  • 115 funds opened new Schwab US Large-Cap Value ETF positions in Q4 2022 and 45 closed out, a net change of +70 holders.
  • The largest Schwab US Large-Cap Value ETF buyer in Q4 2022 was Mather Group, an estimated $51.9M added.
  • The largest Schwab US Large-Cap Value ETF seller in Q4 2022 was Financial Engines Advisors, an estimated $60.3M sold.

Based on aggregated 13F filings for Q4 2022.