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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 %
HI
276
Harbour Investments
Wisconsin
$1.02M -$616K -25,227 -38%
AWM
277
Apollon Wealth Management
South Carolina
$1.01M +$40.9K +1,677 +4%
JCIA
278
Jackson Creek Investment Advisors
Colorado
$996K -$93.4K -3,825 -9%
PP
279
Pegasus Partners
Wisconsin
$984K – – –
KWM
280
Kolinsky Wealth Management
New Jersey
$963K +$963K +39,453 New
BAM
281
Baldrige Asset Management
Pennsylvania
$960K -$220 -9 -0%
RIA
282
Regal Investment Advisors
Michigan
$957K -$6.08K -249 -0.6%
MPM
283
Meritage Portfolio Management
Kansas
$944K +$7.84K +321 +0.8%
SWP
284
Stratos Wealth Partners
Ohio
$937K +$30.2K +1,236 +3%
MAM
285
Marotta Asset Management
Virginia
$933K -$107K -4,386 -10%
MWM
286
Merriman Wealth Management
Washington
$925K -$12.8K -525 -1%
HTC
287
Haverford Trust Company
Pennsylvania
$921K +$2.2K +90 +0.2%
WF
288
Warner Financial
Maryland
$916K +$916K +37,542 New
JWCA
289
J.W. Cole Advisors
Florida
$908K +$908K +37,212 New
TFA
290
Teamwork Financial Advisors
Texas
$900K -$40.3K -1,650 -4%
WSWA
291
Warren Street Wealth Advisors
California
$900K +$900K +36,867 New
SWA
292
Sax Wealth Advisors
New Jersey
$894K +$894K +36,633 New
BRWM
293
B. Riley Wealth Management
Tennessee
$870K -$12.4K -510 -1%
BL
294
BCWM LLC
Kansas
$869K +$4.83K +198 +0.6%
WMR
295
Wealth Management Resources
Rhode Island
$859K +$859K +35,214 New
FAG
296
Fortitude Advisory Group
Washington
$857K +$857K +35,103 New
CIP
297
Capital Insight Partners
Arizona
$851K -$99.5K -4,074 -10%
BBW
298
Blue Barn Wealth
Utah
$842K -$160K -6,549 -16%
PGFC
299
Peapack-Gladstone Financial Corp
New Jersey
$827K +$121K +4,971 +17%
KJWM
300
Kiley Juergens Wealth Management
Washington
$824K +$85.9K +3,522 +12%
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