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

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.85B
2
SCA
Stuart Chaussee & Associates
California
$0
3
AG
Appleton Group
Wisconsin
$10.3M
4
SFS
Sowell Financial Services
Arkansas
$0
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
251
Martel Wealth Advisors
Washington
$1.42M +$187K +7,869 +15%
CWC
252
Carolinas Wealth Consulting
North Carolina
$1.38M +$41.3K +1,734 +3%
GCA
253
Gradient Capital Advisors
California
$1.36M -$4.71K -198 -0.3%
NF
254
NTB Financial
Colorado
$1.33M -$999 -42 -0.1%
CWM
255
Cornerstone Wealth Management
Missouri
$1.33M -$70.9K -2,982 -5%
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$1.31M -$64.6K -2,712 -5%
KLI
257
Kelman-Lazarov Inc
Tennessee
$1.3M -$288K -12,099 -18%
DWP
258
Destiny Wealth Partners
Florida
$1.3M +$757K +31,803 +138%
LJAC
259
L.J. Altfest & Co
New York
$1.3M -$3.43K -144 -0.3%
MWA
260
Monograph Wealth Advisors
California
$1.28M – – –
VFA
261
Valeo Financial Advisors
Indiana
$1.27M +$35.9K +1,509 +3%
MAM
262
Marquette Asset Management
Minnesota
$1.23M – – –
AL
263
Aspiriant LLC
California
$1.2M – – –
AWM
264
Apollon Wealth Management
South Carolina
$1.2M +$213K +8,964 +22%
FWM
265
Frontier Wealth Management
Missouri
$1.18M +$479K +20,304 +68%
BCIM
266
Bishop & Co Investment Management
Pennsylvania
$1.18M -$5.21K -219 -0.4%
CCMD
267
Cypress Capital Management (Delaware)
Delaware
$1.17M – – –
LWM
268
Laidlaw Wealth Management
New York
$1.16M -$267K -11,223 -19%
PCWA
269
Pacific Capital Wealth Advisors
California
$1.15M +$45.8K +1,923 +4%
AIM
270
Avity Investment Management
Connecticut
$1.14M +$357K +15,000 +45%
RG
271
Retirement Group
California
$1.13M +$103K +4,347 +10%
CCM
272
Condor Capital Management
New Jersey
$1.11M -$58.8K -2,472 -5%
BWM
273
BCGM Wealth Management
Indiana
$1.1M +$7.89K +351 +0.7%
BRWM
274
B. Riley Wealth Management
Tennessee
$1.09M +$244K +10,236 +29%
Susquehanna International Group
275
Susquehanna International Group
Pennsylvania
$1.09M -$16.7K -702 -2%
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