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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 %
AIM
301
Avity Investment Management
Connecticut
$807K +$201K +8,250 +33%
CAWM
302
Capital Advisors Wealth Management
Washington
$788K +$131K +5,388 +20%
CBFP
303
Cedar Brook Financial Partners
Ohio
$783K +$65.5K +2,685 +9%
MCM
304
Mengis Capital Management
Oregon
$773K -$43.7K -1,791 -5%
BWP
305
Bernardo Wealth Planning
Pennsylvania
$767K – – –
WWM
306
WT Wealth Management
Arizona
$745K +$20.6K +843 +3%
JPLA
307
Joseph P. Lucia & Associates
New York
$734K -$14.7K -600 -2%
IAS
308
IMA Advisory Services
Colorado
$730K +$733 +30 +0.1%
FWM
309
Frontier Wealth Management
Missouri
$726K -$35.6K -1,461 -5%
SG
310
StoneX Group
New York
$716K -$429K -17,568 -37%
RWP
311
Revolve Wealth Partners
New Jersey
$713K +$713K +29,223 New
GT
312
Greenleaf Trust
Michigan
$699K – – –
US Bancorp
313
US Bancorp
Minnesota
$698K -$52.3K -2,142 -7%
AIM
314
AHL Investment Management
Florida
$696K +$696K +28,527 New
AIC
315
Ayalon Insurance Company
Israel
$695K +$336K +13,782 +94%
CW
316
CreativeOne Wealth
Kansas
$694K +$207K +8,469 +42%
AFAS
317
Acorn Financial Advisory Services
Virginia
$691K +$57.6K +2,355 +9%
SMA
318
Sage Mountain Advisors
Georgia
$686K +$686K +28,107 New
HGERS
319
Householder Group Estate & Retirement Specialist
Arizona
$677K +$677K +27,738 New
MCM
320
Manchester Capital Management
Vermont
$674K – – –
WCM
321
Whitener Capital Management
North Carolina
$674K +$72.7K +2,982 +12%
DADC
322
D.A. Davidson & Co
Montana
$669K -$41.1K -1,683 -6%
TC
323
Tatro Capital
Kentucky
$669K +$220 +9 +0%
KA
324
Kovack Advisors
Florida
$668K +$111K +4,548 +20%
HWA
325
HHM Wealth Advisors
Tennessee
$662K +$190K +7,764 +40%
11 12
13
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