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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 %
SKK
126
Shepherd Kaplan Krochuk
Massachusetts
$5.82M -$176K -7,992 -3%
Jane Street
127
Jane Street
New York
$5.79M +$5.79M +263,139 New
EFS
128
Econ Financial Services
Pennsylvania
$5.72M -$3.7K -168 -0.1%
LTL
129
Lowery Thomas LLC
California
$5.58M +$3.15M +143,127 +130%
SS
130
Sunbelt Securities
Texas
$5.28M +$46K +2,088 +0.9%
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$5.22M -$1.3M -58,875 -20%
ACA
132
Affinity Capital Advisors
California
$5.21M +$239K +10,863 +5%
JJBC
133
James J. Burns & Company
New York
$5.2M -$119K -5,424 -2%
WRPWM
134
Werba Rubin Papier Wealth Management
California
$5.19M +$5.19M +235,809 New
RJFSA
135
Raymond James Financial Services Advisors
Florida
$5.06M +$515K +23,418 +11%
LFP
136
Leeward Financial Partners
Washington
$5.04M -$180K -8,160 -3%
IWC
137
Integrated Wealth Concepts
Massachusetts
$5.03M +$2.74M +124,533 +120%
GWS
138
Glassman Wealth Services
Virginia
$4.94M +$94K +4,272 +2%
CMP
139
Courage Miller Partners
Virginia
$4.93M +$201K +9,120 +4%
GWM
140
GSB Wealth Management
Connecticut
$4.93M -$151K -6,849 -3%
CGFA
141
Colton Groome Financial Advisors
North Carolina
$4.88M +$1.69M +76,761 +53%
FFP
142
Forbes Financial Planning
Rhode Island
$4.84M – – –
CA
143
Cetera Advisors
Colorado
$4.72M +$2.63M +119,334 +125%
HWM
144
HB Wealth Management
Georgia
$4.66M -$70.2K -3,192 -1%
BAM
145
Berkshire Asset Management
Pennsylvania
$4.64M +$7.2K +327 +0.2%
RA
146
Riversedge Advisors
Delaware
$4.64M -$72.6K -3,300 -2%
SWM
147
SeaCrest Wealth Management
New York
$4.6M -$126K -5,742 -3%
PL
148
Polianta Ltd
Jersey
$4.59M -$231K -10,500 -5%
Baird Financial Group
149
Baird Financial Group
Wisconsin
$4.58M +$1.65M +75,120 +56%
IFS
150
Ifrah Financial Services
Arkansas
$4.55M -$47.1K -2,139 -1%
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6
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