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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 %
Goldman Sachs
176
Goldman Sachs
New York
$3.44M +$919K +41,742 +36%
SDWMA
177
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.42M +$643K +29,223 +23%
MFT
178
Moisand Fitzgerald Tamayo
Florida
$3.39M -$538K -24,435 -14%
AC
179
Avant Capital
Louisiana
$3.36M -$104K -4,740 -3%
CSPIA
180
Cary Street Partners Investment Advisory
Virginia
$3.35M -$110K -4,983 -3%
SJIC
181
St. James Investment Company
Texas
$3.35M +$3.02M +137,322 +930%
WA
182
Waterford Advisors
New York
$3.33M +$3.33M +151,413 New
BCM
183
Barden Capital Management
Texas
$3.32M +$161K +7,305 +5%
DB
184
Dravo Bay
Delaware
$3.3M +$261K +11,853 +9%
GWA
185
GGM Wealth Advisors
Maryland
$3.26M +$54.7K +2,418 +2%
MFG
186
MidWestOne Financial Group
Iowa
$3.24M +$801K +36,384 +33%
DP
187
DDD Partners
Washington
$3.23M +$6.73K +306 +0.2%
Koshinski Asset Management
188
Koshinski Asset Management
Illinois
$3.17M +$83.2K +3,780 +3%
AA
189
Apriem Advisors
California
$3.13M -$6.6K -300 -0.2%
CFA
190
Cahill Financial Advisors
Minnesota
$3.1M -$524K -23,832 -14%
SPIA
191
Steward Partners Investment Advisory
New York
$2.99M +$835K +37,947 +39%
EE
192
EWG Elevate
California
$2.97M +$75.5K +3,429 +3%
TYCC
193
Texas Yale Capital Corp
Florida
$2.93M +$56.5K +2,568 +2%
EFG
194
Everhart Financial Group
Ohio
$2.92M +$334K +15,183 +13%
BSW
195
Buckingham Strategic Wealth
Missouri
$2.92M +$40.1K +1,824 +1%
Truist Financial
196
Truist Financial
North Carolina
$2.91M -$254K -11,523 -8%
GFWA
197
Grey Fox Wealth Advisors
Delaware
$2.89M +$2.89M +131,223 New
IWM
198
IHT Wealth Management
Illinois
$2.83M -$2.58K -117 -0.1%
NSAM
199
North Star Asset Management
Wisconsin
$2.77M -$37.1K -1,686 -1%
RA
200
Rational Advisors
New York
$2.76M +$2.76M +125,442 New
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