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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 %
LF
326
Lantz Financial
Illinois
$656K – – –
ASN
327
Advisory Services Network
Georgia
$652K -$12.4K -510 -2%
SWM
328
Southern Wealth Management
Texas
$648K -$5.49M -224,949 -89%
RFA
329
Resurgent Financial Advisors
Georgia
$645K +$645K +26,439 New
CWM
330
Cadence Wealth Management
Massachusetts
$642K -$60.4K -2,475 -9%
NS
331
Newman & Schimel
Illinois
$642K +$9.23K +378 +1%
WDL
332
Well Done LLC
Michigan
$641K – – –
SSWM
333
Smith Salley Wealth Management
North Carolina
$633K – – –
AA
334
Alesco Advisors
New York
$630K -$9.3K -381 -1%
Dimensional Fund Advisors
335
Dimensional Fund Advisors
Texas
$626K +$626K +25,668 New
LWM
336
Loveless Wealth Management
Montana
$619K +$34.3K +1,407 +6%
LNC
337
Lincoln National Corp
Pennsylvania
$612K +$16K +654 +3%
AWMG
338
Alliance Wealth Management Group
New Jersey
$604K – – –
TCM
339
Towercrest Capital Management
Pennsylvania
$604K – – –
William Blair & Company
340
William Blair & Company
Illinois
$601K +$4.39K +180 +0.7%
PNC Financial Services Group
341
PNC Financial Services Group
Pennsylvania
$601K +$41.2K +1,689 +7%
CC
342
Cassaday & Co
Virginia
$598K – – –
PS
343
Portfolio Solutions
Michigan
$597K +$3.37K +138 +0.6%
IF
344
Intrua Financial
Texas
$591K +$148K +6,048 +33%
Bank of New York Mellon
345
Bank of New York Mellon
New York
$587K +$47.6K +1,950 +9%
RIM
346
Rockbridge Investment Management
New York
$578K +$38K +1,557 +7%
AWM
347
Avior Wealth Management
Nebraska
$577K -$53.3K -2,184 -8%
RPGK
348
Retirement Planning Group (Kansas)
Kansas
$574K -$27.6K -1,131 -5%
BAM
349
Belpointe Asset Management
Nevada
$574K – – –
CFGS
350
Concourse Financial Group Securities
Alabama
$569K -$178K -7,278 -24%
12 13
14
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