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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

640 hedge funds and large institutions have $7.15B invested in Schwab US Large-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 282 increasing their positions, 187 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
640
Holders Change
-3
Holders Change %
-0.47%
% of All Funds
10.13%
Holding in Top 10
69
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.15%
% of All Funds
1.09%
New
58
Increased
282
Reduced
187
Closed
54
Calls
$578K
Puts
$328K
Net Calls
+$250K
Net Calls Change
-$154K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$83M
2
FFN
2
Focus Financial Network
Minnesota
$29.5M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$29.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$154M
5
MG
5
Mather Group
Illinois
$478M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.85B
2
SCA
2
Stuart Chaussee & Associates
California
$0
3
AG
3
Appleton Group
Wisconsin
$10.3M
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
226
Ausdal Financial Partners
Iowa
$1.96M +$4.71K +198 +0.2%
BWM
227
BCS Wealth Management
Tennessee
$1.96M -$467K -19,620 -19%
WAM
228
WNY Asset Management
New York
$1.95M -$72.7K -3,054 -4%
LTL
229
Lowery Thomas LLC
California
$1.9M +$633K +26,613 +50%
JC
230
Jentner Corp
Ohio
$1.89M -$60.9K -2,559 -3%
WIA
231
Westbourne Investment Advisors
Maryland
$1.88M +$84.3K +3,540 +5%
CFGS
232
Concourse Financial Group Securities
Alabama
$1.85M +$1.3M +54,438 +234%
MSWMA
233
Market Street Wealth Management Advisors
Indiana
$1.85M – – –
CA
234
Cetera Advisors
Colorado
$1.84M +$31.7K +1,332 +2%
PCMC
235
Private Capital Management (Colorado)
Colorado
$1.82M +$13.1K +552 +0.7%
CW
236
CreativeOne Wealth
Kansas
$1.8M +$1.13M +47,376 +167%
CWM
237
Chesapeake Wealth Management
Virginia
$1.76M +$35.3K +1,485 +2%
LPIC
238
LeJeune Puetz Investment Counsel
Michigan
$1.62M +$17.9K +753 +1%
NCM
239
Northwest Capital Management
Oregon
$1.6M -$25.3K -1,062 -2%
ACI
240
Alpha Cubed Investments
California
$1.58M +$219K +9,186 +16%
APW
241
Aurora Private Wealth
New Jersey
$1.58M +$252K +10,581 +19%
RRC
242
Relaxing Retirement Coach
Massachusetts
$1.51M – – –
GHA
243
GW Henssler & Associates
Georgia
$1.51M -$78.2K -3,288 -5%
LAIC
244
Lederer & Associates Investment Counsel
California
$1.51M +$203K +8,526 +16%
SPI
245
Santori & Peters Inc
Pennsylvania
$1.49M -$6K -252 -0.4%
SPC
246
Sigma Planning Corp
Michigan
$1.48M +$48.3K +2,028 +3%
AWS
247
AJ Wealth Strategies
New York
$1.47M -$7.64K -321 -0.5%
SWM
248
Spire Wealth Management
Virginia
$1.45M +$350K +14,718 +32%
AIS
249
American Investment Services
Massachusetts
$1.45M – – –
MCC
250
Money Concepts Capital
Florida
$1.43M -$116K -4,872 -8%
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