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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

645 hedge funds and large institutions have $6.19B invested in Schwab US Large-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 280 increasing their positions, 198 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
+5
Holders Change %
+0.78%
% of All Funds
10.91%
Holding in Top 10
72
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.35%
% of All Funds
1.22%
New
57
Increased
280
Reduced
198
Closed
45
Calls
$506K
Puts
$630K
Net Calls
-$124K
Net Calls Change
-$374K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$44.1M
2
Osaic Holdings
Osaic Holdings
Arizona
+$35.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.6M
4
SC
Savant Capital
Illinois
+$17.6M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$15.7M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$138M
2
Ameriprise
Ameriprise
Minnesota
-$58.5M
3
APP
Avantax Planning Partners
Iowa
-$36.5M
4
Morgan Stanley
Morgan Stanley
New York
-$30.2M
5
TWM
Tradition Wealth Management
Minnesota
-$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
226
WNY Asset Management
New York
$1.7M +$3.68K +177 +0.2%
JGCM
227
Joseph Group Capital Management
Ohio
$1.69M +$1.18M +56,781 +233%
Goldman Sachs
228
Goldman Sachs
New York
$1.66M -$1.34M -64,617 -45%
CA
229
Cetera Advisors
Colorado
$1.64M +$36.6K +1,761 +2%
JC
230
Jentner Corp
Ohio
$1.64M -$14.7K -708 -0.9%
BRC
231
Bell Rock Capital
Delaware
$1.64M +$1.64M +78,840 New
KP
232
Keel Point
Alabama
$1.62M +$1.62M +72,201 New
MSWMA
233
Market Street Wealth Management Advisors
Indiana
$1.61M – – –
WIA
234
Westbourne Investment Advisors
Maryland
$1.61M -$31.8K -1,530 -2%
KM
235
Kalos Management
Georgia
$1.58M +$612K +28,515 +63%
CWM
236
Chesapeake Wealth Management
Virginia
$1.58M +$40.6K +1,950 +3%
AWM
237
AE Wealth Management
Kansas
$1.5M -$302K -14,496 -17%
GB
238
Gunma Bank
Japan
$1.5M +$1.5M +72,000 New
CCM
239
Carlson Capital Management
Minnesota
$1.46M -$308K -14,793 -17%
LTL
240
Lowery Thomas LLC
California
$1.46M -$200K -9,618 -12%
TF
241
Theory Financial
Colorado
$1.46M -$712K -34,116 -33%
FSG
242
Financial Strategies Group
Michigan
$1.46M +$998K +47,946 +217%
APW
243
Aurora Private Wealth
New Jersey
$1.44M +$58.6K +2,817 +4%
LPIC
244
LeJeune Puetz Investment Counsel
Michigan
$1.41M – – –
NCM
245
Northwest Capital Management
Oregon
$1.4M -$1.69K -81 -0.1%
RA
246
Rational Advisors
New York
$1.37M +$1.37M +65,793 New
Fidelity Investments
247
Fidelity Investments
Massachusetts
$1.35M -$432K -20,754 -24%
GHA
248
GW Henssler & Associates
Georgia
$1.32M -$7.74K -372 -0.6%
AFP
249
Ausdal Financial Partners
Iowa
$1.28M -$433K -20,814 -25%
AWS
250
AJ Wealth Strategies
New York
$1.28M -$4.74K -228 -0.4%
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