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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 %
GT
326
Greenleaf Trust
Michigan
$682K – – –
AIM
327
AHL Investment Management
Florida
$679K – – –
WCM
328
Whitener Capital Management
North Carolina
$671K +$13.6K +570 +2%
HGERS
329
Householder Group Estate & Retirement Specialist
Arizona
$665K +$4.78K +201 +0.7%
DADC
330
D.A. Davidson & Co
Montana
$653K – – –
TC
331
Tatro Capital
Kentucky
$653K +$143 +6 +0%
ASN
332
Advisory Services Network
Georgia
$653K +$17K +714 +3%
CWM
333
Cadence Wealth Management
Massachusetts
$653K +$26.4K +1,107 +4%
KA
334
Kovack Advisors
Florida
$651K +$499 +21 +0.1%
Bank of New York Mellon
335
Bank of New York Mellon
New York
$649K +$76.1K +3,198 +13%
HWA
336
HHM Wealth Advisors
Tennessee
$648K +$2.43K +102 +0.4%
MLA
337
My Legacy Advisors
Oregon
$648K +$648K +27,231 New
AA
338
Alesco Advisors
New York
$645K +$31K +1,305 +5%
MHS
339
M Holdings Securities
Oregon
$642K +$642K +26,970 New
LF
340
Lantz Financial
Illinois
$640K – – –
SWM
341
Southern Wealth Management
Texas
$634K +$2.21K +93 +0.4%
WDL
342
Well Done LLC
Michigan
$625K – – –
SSWM
343
Smith Salley Wealth Management
North Carolina
$617K – – –
NS
344
Newman & Schimel
Illinois
$615K -$11K -462 -2%
RPGK
345
Retirement Planning Group (Kansas)
Kansas
$614K +$54.9K +2,307 +10%
LNC
346
Lincoln National Corp
Pennsylvania
$613K +$16.4K +690 +3%
Dimensional Fund Advisors
347
Dimensional Fund Advisors
Texas
$611K -$71 -3 -0%
SWP
348
Stratos Wealth Partners
Ohio
$600K -$314K -13,200 -34%
BAM
349
Belpointe Asset Management
Nevada
$597K +$37.2K +1,566 +7%
William Blair & Company
350
William Blair & Company
Illinois
$594K +$7.85K +330 +1%
12 13
14
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