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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

645 hedge funds and large institutions have $6.19B invested in Schwab US Large-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 280 increasing their positions, 198 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
+5
Holders Change %
+0.78%
% of All Funds
10.91%
Holding in Top 10
72
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.35%
% of All Funds
1.22%
New
57
Increased
280
Reduced
198
Closed
45
Calls
$506K
Puts
$630K
Net Calls
-$124K
Net Calls Change
-$374K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$44.1M
2
Osaic Holdings
Osaic Holdings
Arizona
+$35.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.6M
4
SC
Savant Capital
Illinois
+$17.6M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$15.7M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$138M
2
Ameriprise
Ameriprise
Minnesota
-$58.5M
3
APP
Avantax Planning Partners
Iowa
-$36.5M
4
Morgan Stanley
Morgan Stanley
New York
-$30.2M
5
TWM
Tradition Wealth Management
Minnesota
-$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
301
Kolinsky Wealth Management
New Jersey
$799K +$8.42K +405 +1%
SWM
302
Spire Wealth Management
Virginia
$789K -$483K -23,193 -38%
HTC
303
Haverford Trust Company
Pennsylvania
$785K – – –
FAG
304
Fortitude Advisory Group
Washington
$782K -$10.2K -489 -1%
JCIA
305
Jackson Creek Investment Advisors
Colorado
$769K -$25.7K -1,161 -3%
WIA
306
World Investment Advisors
California
$765K -$14.5M -654,438 -95%
SWA
307
Sax Wealth Advisors
New Jersey
$762K – – –
PGFC
308
Peapack-Gladstone Financial Corp
New Jersey
$759K -$23.3K -1,119 -3%
CBFP
309
Cedar Brook Financial Partners
Ohio
$757K +$22K +1,059 +3%
MAM
310
Marotta Asset Management
Virginia
$753K – – –
CWM
311
Cedar Wealth Management
California
$750K -$107K -5,130 -12%
LB
312
Leo Brokerage
Texas
$749K -$6.37K -306 -0.8%
MPM
313
Meritage Portfolio Management
Kansas
$743K -$51.1K -2,454 -6%
WMR
314
Wealth Management Resources
Rhode Island
$740K +$4.24K +204 +0.6%
JF
315
Joule Financial
Kentucky
$740K +$740K +35,553 New
BBW
316
Blue Barn Wealth
Utah
$712K -$8.18K -393 -1%
ZF
317
Zhang Financial
Michigan
$706K +$74.5K +3,579 +12%
AIC
318
Ayalon Insurance Company
Israel
$700K +$51.6K +2,484 +8%
AIM
319
Athena Investment Management
California
$687K – – –
CFD
320
Creative Financial Designs
Indiana
$672K +$29.1K +1,398 +5%
KLI
321
Kelman-Lazarov Inc
Tennessee
$663K -$477K -22,932 -42%
AIM
322
AHL Investment Management
Florida
$657K +$63.6K +3,060 +11%
BWP
323
Bernardo Wealth Planning
Pennsylvania
$654K – – –
MCM
324
Mengis Capital Management
Oregon
$652K +$623 +30 +0.1%
HI
325
Harbour Investments
Wisconsin
$646K +$646K +31,065 New
11 12
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