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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 %
BCM
326
Brookstone Capital Management
Illinois
$637K -$98.9K -4,695 -13%
AIA
327
Ally Invest Advisors
North Carolina
$626K +$626K +30,093 New
CWA
328
CM Wealth Advisors
Ohio
$626K +$626K +30,066 New
MWM
329
Merriman Wealth Management
Washington
$624K -$64.8K -3,117 -9%
SWM
330
Southern Wealth Management
Texas
$624K +$69.8K +3,357 +13%
GWM
331
Gray Wealth Management
Maine
$623K +$623K +29,922 New
AA
332
Aire Advisors
California
$621K +$9.17K +441 +1%
ASN
333
Advisory Services Network
Georgia
$621K +$50.5K +2,427 +9%
CIP
334
Capital Insight Partners
Arizona
$616K -$31.6K -1,521 -5%
RWP
335
Revolve Wealth Partners
New Jersey
$615K -$6.87K -330 -1%
IF
336
Ironwood Financial
Arizona
$606K +$134K +6,429 +28%
GT
337
Greenleaf Trust
Michigan
$596K – – –
IAS
338
IMA Advisory Services
Colorado
$595K -$25.8K -1,239 -4%
CAG
339
Csenge Advisory Group
Florida
$595K +$298K +14,295 +100%
SG
340
StoneX Group
New York
$595K -$9.74K -468 -2%
WCM
341
Whitener Capital Management
North Carolina
$592K +$5.3K +255 +0.9%
AFAS
342
Acorn Financial Advisory Services
Virginia
$590K -$2.85K -138 -0.5%
AA
343
Alesco Advisors
New York
$582K +$17.6K +846 +3%
MHS
344
M Holdings Securities
Oregon
$580K +$19.1K +918 +3%
DADC
345
D.A. Davidson & Co
Montana
$571K – – –
KA
346
Kovack Advisors
Florida
$570K +$624 +30 +0.1%
HGERS
347
Householder Group Estate & Retirement Specialist
Arizona
$569K -$12.2K -588 -2%
MLA
348
My Legacy Advisors
Oregon
$569K -$1.82K -87 -0.3%
RDWM
349
Red Door Wealth Management
Tennessee
$569K +$80.4K +3,867 +16%
TFA
350
Teamwork Financial Advisors
Texas
$550K -$49.4K -2,373 -8%
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