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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

636 hedge funds and large institutions have $6.45B invested in Schwab US Large-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 267 increasing their positions, 198 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
-9
Holders Change %
-1.4%
% of All Funds
11%
Holding in Top 10
74
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.78%
% of All Funds
1.28%
New
51
Increased
267
Reduced
198
Closed
52
Calls
$673K
Puts
$240K
Net Calls
+$433K
Net Calls Change
+$557K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
$411M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$63.5M
3
MG
Mather Group
Illinois
$419M
4
HighTower Advisors
HighTower Advisors
Illinois
$42.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$161M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.24B
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
3
AIP
Almanack Investment Partners
Pennsylvania
$0
4
VWA
Visionary Wealth Advisors
Illinois
$16.8M
5
PMG
ProVise Management Group
Florida
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.24B -$148M -7,581,579 -11%
CWA
2
CM Wealth Advisors
Ohio
$586M – – –
MG
3
Mather Group
Illinois
$419M +$20.3M +1,042,161 +5%
SEI Investments
4
SEI Investments
Pennsylvania
$411M +$56.4M +2,890,413 +16%
Osaic Holdings
5
Osaic Holdings
Arizona
$337M +$6.93M +355,113 +2%
APP
6
Avantax Planning Partners
Iowa
$302M +$7.16M +367,350 +2%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$226M +$11.7M +585,282 +5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$161M +$13.4M +686,133 +9%
Mariner
9
Mariner
Kansas
$133M +$2.88M +147,858 +2%
Betterment LLC
10
Betterment LLC
New York
$133M – – –
LPL Financial
11
LPL Financial
California
$76.9M +$5.27M +270,210 +7%
FWP
12
FAS Wealth Partners
Kansas
$74M +$939K +48,147 +1%
SC
13
Savant Capital
Illinois
$73.9M +$2.5M +128,373 +4%
OIA
14
OneDigital Investment Advisors
Kansas
$64.9M -$4.61M -236,463 -7%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$63.5M +$32M +1,640,310 +102%
KF
16
Krilogy Financial
Missouri
$62.8M +$903K +46,308 +1%
GAM
17
Gemmer Asset Management
California
$58.7M +$844K +43,263 +1%
MMEA
18
Main Management ETF Advisors
California
$52.2M +$424K +21,720 +0.8%
UCFA
19
United Capital Financial Advisors
Texas
$50.3M -$6.29M -322,599 -11%
Morgan Stanley
20
Morgan Stanley
New York
$43.7M +$3.93M +201,690 +10%
MAG
21
Mokosak Advisory Group
Iowa
$43.2M +$63.8K +3,273 +0.1%
RRWA
22
Rainey & Randall Wealth Advisors
Florida
$42.6M +$4.91M +251,646 +13%
HighTower Advisors
23
HighTower Advisors
Illinois
$42.2M +$13.8M +705,234 +48%
UBS Group
24
UBS Group
Switzerland
$40.6M +$1.6M +82,122 +4%
FCI
25
Financial Counselors Inc
Kansas
$36.6M +$219K +11,205 +0.6%
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