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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 %
LJAC
251
L.J. Altfest & Co
New York
$1.34M +$15.6K +639 +1%
LAIC
252
Lederer & Associates Investment Counsel
California
$1.34M +$171K +7,011 +15%
MWA
253
Monograph Wealth Advisors
California
$1.31M +$1.31M +53,784 New
LTL
254
Lowery Thomas LLC
California
$1.3M +$1.3M +53,220 New
BCM
255
Brookstone Capital Management
Illinois
$1.27M +$710K +28,863 +128%
MAM
256
Marquette Asset Management
Minnesota
$1.26M – – –
VFA
257
Valeo Financial Advisors
Indiana
$1.26M – – –
AL
258
Aspiriant LLC
California
$1.23M +$71.4K +2,928 +6%
MWA
259
Martel Wealth Advisors
Washington
$1.23M +$88.9K +3,744 +8%
BCIM
260
Bishop & Co Investment Management
Pennsylvania
$1.21M +$313K +12,846 +35%
CCMD
261
Cypress Capital Management (Delaware)
Delaware
$1.2M +$53.1K +2,175 +5%
CCM
262
Condor Capital Management
New Jersey
$1.2M -$5.05K -207 -0.4%
BWM
263
BCGM Wealth Management
Indiana
$1.19M -$37.7K -1,545 -3%
NL
264
NWAM LLC
Washington
$1.17M -$156K -6,405 -12%
SWPG
265
Strategic Wealth Partners Group
Illinois
$1.15M +$3.44K +141 +0.3%
PAMG
266
Patton Albertson Miller Group
Tennessee
$1.14M +$512 +21 +0%
Susquehanna International Group
267
Susquehanna International Group
Pennsylvania
$1.13M -$2.5M -102,432 -69%
PCWA
268
Pacific Capital Wealth Advisors
California
$1.13M +$28.9K +1,185 +3%
SWM
269
Spire Wealth Management
Virginia
$1.13M -$123K -5,052 -10%
RDWM
270
Red Door Wealth Management
Tennessee
$1.1M +$324K +13,287 +42%
Baird Financial Group
271
Baird Financial Group
Wisconsin
$1.09M +$48.3K +1,980 +5%
Bank of Montreal
272
Bank of Montreal
Ontario, Canada
$1.07M -$23.6K -966 -2%
SCM
273
SOL Capital Management
Maryland
$1.07M +$206K +8,445 +24%
RG
274
Retirement Group
California
$1.05M +$40.3K +1,650 +4%
CFD
275
Creative Financial Designs
Indiana
$1.04M +$70.9K +2,907 +7%
9 10
11
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