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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 Holding Trade Value Shares
Change 		Shares
Change %
WCA
101
Waypoint Capital Advisors
Minnesota
$7.66M +$132 +6 +0%
GIA
102
Gladstone Institutional Advisory
Florida
$7.54M -$237K -10,764 -3%
NDSI
103
Newman Dignan & Sheerar Inc
Rhode Island
$7.46M -$98.7K -4,485 -1%
SFA
104
Sequoia Financial Advisors
Ohio
$7.24M +$74.9K +3,402 +1%
CI
105
Conning Inc
Connecticut
$7.08M – – –
GCP
106
Gill Capital Partners
Colorado
$7.06M +$121K +5,493 +2%
LIM
107
Leavell Investment Management
Alabama
$6.91M -$94.1K -4,275 -1%
BAMG
108
Brand Asset Management Group
Missouri
$6.86M +$938K +42,633 +16%
WPIC
109
White Pine Investment Company
Michigan
$6.84M -$87K -3,954 -1%
CAWM
110
Capital Advisors Wealth Management
Washington
$6.81M +$1.17M +53,094 +21%
BlackRock
111
BlackRock
New York
$6.67M -$497K -22,587 -7%
KNFPWM
112
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$6.62M +$6.62M +300,750 New
WP
113
WealthShield Partners
North Carolina
$6.59M -$75.5K -3,432 -1%
OWM
114
Opes Wealth Management
California
$6.58M +$52.9K +2,403 +0.8%
SPI
115
Santori & Peters Inc
Pennsylvania
$6.52M -$39.7K -1,806 -0.6%
SAF
116
Smith Anglin Financial
Texas
$6.46M -$345K -15,660 -5%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$6.43M -$66.2K -3,006 -1%
ATWA
118
Arbor Trust Wealth Advisors
Michigan
$6.41M +$602K +27,348 +10%
MCM
119
MAI Capital Management
Ohio
$6.3M -$25.6K -1,161 -0.4%
PAS
120
Park Avenue Securities
New York
$6.21M -$1.5M -67,950 -19%
ISWM
121
Independent Solutions Wealth Management
New York
$6.12M +$200K +9,099 +3%
BWM
122
BCGM Wealth Management
Indiana
$6.1M +$116K +5,292 +2%
RWM
123
RKL Wealth Management
Pennsylvania
$6.05M +$2.97K +135 +0%
OCM
124
One Capital Management
California
$6.05M -$71.2K -3,237 -1%
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$5.82M -$558K -25,377 -9%
3 4
5
6 7