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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 %
SF
151
Safeguard Financial
Wisconsin
$4.55M +$478K +21,729 +12%
TWM
152
Thrive Wealth Management
Pennsylvania
$4.45M -$506K -22,974 -10%
MWM
153
Meridian Wealth Management
Kentucky
$4.42M -$167K -7,605 -4%
BWL
154
Bogart Wealth LLC
Virginia
$4.35M +$824K +37,443 +23%
GPFA
155
Game Plan Financial Advisors
Ohio
$4.24M -$7.53K -342 -0.2%
FAM
156
Family Asset Management
South Carolina
$4.22M +$4.22M +191,763 New
CFGS
157
Concourse Financial Group Securities
Alabama
$4.21M +$472K +21,429 +13%
CG
158
Colony Group
Massachusetts
$4.19M -$427K -19,419 -9%
CA
159
Continuum Advisory
Idaho
$4.19M +$37.4K +1,698 +0.9%
TWP
160
Transparent Wealth Partners
Arkansas
$4.08M +$454K +20,610 +13%
SF
161
Summit Financial
New Jersey
$4.05M -$81.7K -3,714 -2%
PSCM
162
Per Stirling Capital Management
Texas
$4.04M +$4.04M +183,717 New
CAG
163
Compass Advisory Group
New York
$4.04M -$83.2K -3,651 -2%
SFG
164
StrategIQ Financial Group
Indiana
$3.9M +$13.9K +630 +0.4%
SCA
165
Stonebridge Capital Advisors
Minnesota
$3.86M +$15K +681 +0.4%
PFA
166
Petra Financial Advisors
Colorado
$3.84M +$3.84M +174,564 New
PIA
167
Panoramic Investment Advisors
Colorado
$3.78M +$3.78M +171,597 New
VBWMG
168
Von Berge Wealth Management Group
California
$3.76M +$141K +6,174 +4%
SWM
169
Sculati Wealth Management
Michigan
$3.74M +$102K +4,650 +3%
ECG
170
Edge Capital Group
Georgia
$3.71M +$9.57K +435 +0.3%
FWM
171
Fortress Wealth Management
California
$3.66M -$461K -20,952 -11%
BBPWM
172
Blue Bell Private Wealth Management
Pennsylvania
$3.66M -$90K -4,089 -2%
AAS
173
Avantax Advisory Services
Texas
$3.62M -$896K -40,716 -20%
EWA
174
EP Wealth Advisors
California
$3.5M -$381K -17,325 -10%
MMHP
175
Murphy Middleton Hinkle & Parker
Georgia
$3.49M +$25.5K +1,158 +0.7%
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