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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

643 hedge funds and large institutions have $7.14B invested in Schwab US Large-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 262 increasing their positions, 171 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
+78
Holders Change %
+13.81%
% of All Funds
9.93%
Holding in Top 10
65
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+16.07%
% of All Funds
1%
New
112
Increased
262
Reduced
171
Closed
22
Calls
$404K
Puts
–
Net Calls
+$404K
Net Calls Change
+$148K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$266M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$138M
3
MG
Mather Group
Illinois
+$35M
4
Osaic Holdings
Osaic Holdings
Arizona
+$25.2M
5
NQWM
Northwest Quadrant Wealth Management
Oregon
+$17.1M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$30.8M
2
KAS
Kestra Advisory Services
Texas
-$30.2M
3
Ameriprise
Ameriprise
Minnesota
-$13.3M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$11.3M
5
KF
Krilogy Financial
Missouri
-$8.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
226
Westbourne Investment Advisors
Maryland
$1.84M +$152K +6,225 +9%
AF
227
Advisornet Financial
Minnesota
$1.83M +$609K +24,960 +50%
CWM
228
Chesapeake Wealth Management
Virginia
$1.77M -$60.4K -2,475 -3%
LPIC
229
LeJeune Puetz Investment Counsel
Michigan
$1.64M +$104K +4,278 +7%
Renaissance Technologies
230
Renaissance Technologies
New York
$1.63M +$989K +40,500 +153%
KLI
231
Kelman-Lazarov Inc
Tennessee
$1.63M -$36.8K -1,509 -2%
GHA
232
GW Henssler & Associates
Georgia
$1.63M +$1.83K +75 +0.1%
NCM
233
Northwest Capital Management
Oregon
$1.63M -$537K -22,605 -25%
MCC
234
Money Concepts Capital
Florida
$1.58M +$1.58M +64,884 New
RRC
235
Relaxing Retirement Coach
Massachusetts
$1.55M -$15.7K -645 -1%
SPI
236
Santori & Peters Inc
Pennsylvania
$1.54M +$25.4K +1,041 +2%
AWS
237
AJ Wealth Strategies
New York
$1.51M -$3.88K -159 -0.3%
AIS
238
American Investment Services
Massachusetts
$1.48M – – –
SPC
239
Sigma Planning Corp
Michigan
$1.47M +$7.54K +309 +0.5%
LWM
240
Laidlaw Wealth Management
New York
$1.46M -$392K -16,074 -21%
CWM
241
Cedar Wealth Management
California
$1.46M -$59.7K -2,445 -4%
CWM
242
Cornerstone Wealth Management
Missouri
$1.43M -$27K -1,107 -2%
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$1.41M +$1.41M +57,657 New
GCA
244
Gradient Capital Advisors
California
$1.4M -$74.5K -3,051 -5%
ACI
245
Alpha Cubed Investments
California
$1.39M -$13.8K -564 -1%
JPMPWA
246
J.P. Morgan Private Wealth Advisors
California
$1.39M +$66.7K +2,733 +5%
CWC
247
Carolinas Wealth Consulting
North Carolina
$1.38M +$3.3K +135 +0.2%
MFG
248
MidWestOne Financial Group
Iowa
$1.37M -$198K -8,109 -13%
NF
249
NTB Financial
Colorado
$1.36M +$1.36M +55,869 New
APW
250
Aurora Private Wealth
New Jersey
$1.36M +$18.8K +771 +1%
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