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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 %
AIA
201
Ally Invest Advisors
North Carolina
$2.74M +$1.07M +48,549 +64%
VC
202
Veery Capital
Delaware
$2.7M -$1.06K -48 -0%
DAS
203
Dynamic Advisor Solutions
Arizona
$2.7M -$210K -9,549 -7%
AWG
204
Altus Wealth Group
Colorado
$2.69M +$425K +19,314 +19%
MA
205
MBA Advisors
Pennsylvania
$2.69M +$160K +7,260 +6%
AWM
206
AE Wealth Management
Kansas
$2.63M +$383K +17,397 +17%
AWS
207
Atria Wealth Solutions
New York
$2.58M -$66.4K -3,018 -3%
PWA
208
Providence Wealth Advisors
Illinois
$2.54M +$15.2K +690 +0.6%
RJA
209
Raymond James & Associates
Florida
$2.49M -$2.97M -135,141 -54%
ADL
210
Asset Dedication LLC
California
$2.47M -$71.5K -3,249 -3%
NRI
211
NFP Retirement Inc
California
$2.47M -$2.63M -119,496 -52%
BOPW
212
Brandywine Oak Private Wealth
Pennsylvania
$2.46M +$1.42M +64,656 +138%
FAIM
213
Financial Advocates Investment Management
Washington
$2.45M -$2.02M -91,716 -45%
CCG
214
Coastwise Capital Group
California
$2.44M +$85.6K +3,888 +4%
FANJ
215
Financial Architects (New Jersey)
New Jersey
$2.43M -$1.85K -84 -0.1%
WIC
216
Woodmont Investment Counsel
Tennessee
$2.4M +$79.2K +3,600 +3%
PFA
217
Pure Financial Advisors
California
$2.39M -$73.6K -3,345 -3%
VFIC
218
Valley Forge Investment Consultants
Pennsylvania
$2.39M -$383K -17,415 -14%
JPMPWA
219
J.P. Morgan Private Wealth Advisors
California
$2.38M +$160K +7,275 +7%
FA
220
Fagan Associates
New York
$2.38M -$17.9K -813 -0.7%
HIF
221
Hill Island Financial
Michigan
$2.31M -$833K -37,857 -26%
GG
222
Gleason Group
Kentucky
$2.27M +$2.27M +103,086 New
AF
223
Advisornet Financial
Minnesota
$2.26M +$2.25K +102 +0.1%
Janney Montgomery Scott
224
Janney Montgomery Scott
Pennsylvania
$2.25M +$37.2K +1,692 +2%
WSTAM
225
Wilbanks Smith & Thomas Asset Management
Virginia
$2.25M -$101K -4,593 -4%
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9
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