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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
MA
3
MUFG Americas
New York
$0
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
OIA
5
OneDigital Investment Advisors
Kansas
$57.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.33B 20,211,140 -928,635 -4%
MG
2
Mather Group
Illinois
$525M 7,959,092 +798,551 +11%
SEI Investments
3
SEI Investments
Pennsylvania
$504M 7,634,205 +606,859 +9%
Osaic Holdings
4
Osaic Holdings
Arizona
$381M 5,765,183 -355 -0%
APP
5
Avantax Planning Partners
Iowa
$353M 5,349,299 +182,907 +4%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$269M 3,966,447 +187,186 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$191M 2,896,549 +141,440 +5%
Mariner
8
Mariner
Kansas
$160M 2,425,361 +148,875 +7%
Betterment LLC
9
Betterment LLC
New York
$133M 2,010,576 -122,623 -6%
SC
10
Savant Capital
Illinois
$101M 1,536,686 +272,942 +22%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$100M 1,520,558 +435,216 +40%
LPL Financial
12
LPL Financial
California
$97.3M 1,473,961 +159,511 +12%
GAM
13
Gemmer Asset Management
California
$74.9M 1,134,787 +131,802 +13%
KF
14
Krilogy Financial
Missouri
$70.9M 1,073,252 +293 +0%
MMEA
15
Main Management ETF Advisors
California
$61.1M 924,910 +32,580 +4%
OIA
16
OneDigital Investment Advisors
Kansas
$57.6M 872,474 -236,874 -21%
FA
17
Financial Advisors
Massachusetts
$56.4M 854,198 +669,719 +363%
UCFA
18
United Capital Financial Advisors
Texas
$52.3M 792,057 -68,163 -8%
FWP
19
FAS Wealth Partners
Kansas
$52.1M 789,878 -474,278 -38%
Morgan Stanley
20
Morgan Stanley
New York
$50.9M 770,235 +23,809 +3%
MAG
21
Mokosak Advisory Group
Iowa
$50.1M 757,956 +19,355 +3%
RRWA
22
Rainey & Randall Wealth Advisors
Florida
$49.6M 750,782 +23,550 +3%
HighTower Advisors
23
HighTower Advisors
Illinois
$47.2M 714,751 -6,372 -0.9%
UBS Group
24
UBS Group
Switzerland
$46.4M 702,710 +8,851 +1%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$45.2M 683,816 +193,389 +39%
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