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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 %
LB
301
Leo Brokerage
Texas
$864K +$864K +36,306 New
JCIA
302
Jackson Creek Investment Advisors
Colorado
$853K -$118K -4,950 -12%
MAM
303
Marotta Asset Management
Virginia
$853K -$56.9K -2,391 -6%
IAIM
304
International Assets Investment Management
Florida
$849K +$460K +18,864 +118%
BL
305
BCWM LLC
Kansas
$843K -$4.14K -174 -0.5%
WMR
306
Wealth Management Resources
Rhode Island
$842K +$3.64K +153 +0.4%
CBFP
307
Cedar Brook Financial Partners
Ohio
$841K +$77.1K +3,237 +10%
LWM
308
Loveless Wealth Management
Montana
$837K +$233K +9,792 +39%
BCM
309
Brookstone Capital Management
Illinois
$826K -$391K -16,518 -32%
BBW
310
Blue Barn Wealth
Utah
$823K +$2.07K +87 +0.3%
AIM
311
Athena Investment Management
California
$790K +$790K +33,000 New
MWM
312
Merriman Wealth Management
Washington
$788K -$114K -4,788 -13%
BWP
313
Bernardo Wealth Planning
Pennsylvania
$748K – – –
MCM
314
Mengis Capital Management
Oregon
$745K -$8.13K -342 -1%
AIC
315
Ayalon Insurance Company
Israel
$742K +$64.6K +2,715 +10%
CIP
316
Capital Insight Partners
Arizona
$741K -$88.2K -3,705 -11%
CFD
317
Creative Financial Designs
Indiana
$735K -$275K -11,574 -27%
ZF
318
Zhang Financial
Michigan
$722K +$510K +21,426 +241%
WWM
319
WT Wealth Management
Arizona
$713K -$13.9K -585 -2%
RWP
320
Revolve Wealth Partners
New Jersey
$711K +$15.4K +645 +2%
IAS
321
IMA Advisory Services
Colorado
$710K -$1.43K -60 -0.2%
AA
322
Aire Advisors
California
$703K +$703K +29,415 New
SG
323
StoneX Group
New York
$691K -$6.93K -291 -1%
TFA
324
Teamwork Financial Advisors
Texas
$686K -$192K -8,082 -22%
AFAS
325
Acorn Financial Advisory Services
Virginia
$683K +$11.5K +486 +2%
11 12
13
14 15