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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 %
MWA
76
Martel Wealth Advisors
Washington
$12M 543,669 +290,568 +115%
SFA
77
Seneca Financial Advisors
New York
$11.9M 541,839 +39,555 +8%
IAN
78
Integrated Advisors Network
Texas
$11.8M 538,146 -24,795 -4%
GB
79
Goepper Burkhardt
South Carolina
$11.7M 533,100 -38,895 -7%
EFG
80
Ethos Financial Group
Pennsylvania
$11.4M 516,690 +516,690 New
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$11.1M 504,360 -124,776 -20%
CWA
82
Cornerstone Wealth Advisors
Minnesota
$10.8M 490,965 -30,804 -6%
TCPWM
83
Traverso Chambers Private Wealth Management
California
$10.7M 486,726 -6,222 -1%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$10.3M 468,495 +37,443 +9%
EWM
85
Empirical Wealth Management
Washington
$10.2M 461,340 -11,376 -2%
ST
86
Spinnaker Trust
Maine
$9.81M 445,812 +11,565 +3%
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$9.33M 423,855 +2,937 +0.7%
TWP
88
Total Wealth Planning
Ohio
$9.32M 423,705 +70,656 +20%
IA
89
IFP Advisors
Florida
$9.05M 502,248 +208,704 +71%
RDIA
90
RE Dickinson Investment Advisors
Iowa
$8.85M 402,000 -24,903 -6%
PFWA
91
Paces Ferry Wealth Advisors
Georgia
$8.84M 401,472 +28,836 +8%
CAM
92
Cresset Asset Management
Illinois
$8.8M 399,654 -13,596 -3%
PWM
93
Perigon Wealth Management
California
$8.52M 387,048 +30,906 +9%
LC
94
LCNB Corp
Ohio
$7.93M 360,306 +35,643 +11%
PP
95
PrairieView Partners
Minnesota
$7.93M 360,126 -18,714 -5%
HG
96
Harbor Group
New Hampshire
$7.83M 355,797 -3,012 -0.8%
LAM
97
L2 Asset Management
Massachusetts
$7.75M 352,257 +352,257 New
CP
98
Capital Planning
Washington
$7.75M 352,035 +1,194 +0.3%
CAG
99
Curtis Advisory Group
California
$7.71M 350,250 +591 +0.2%
WAM
100
Weinberger Asset Management
California
$7.67M 348,714 +8,676 +3%
2 3
4
5 6