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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
+$43.2M
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
+$20.1M
5
MG
Mather Group
Illinois
+$18.5M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$65.5M
2
SCA
Stuart Chaussee & Associates
California
-$9.74M
3
AG
Appleton Group
Wisconsin
-$9.68M
4
SFS
Sowell Financial Services
Arkansas
-$9.64M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$9.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWMG
351
Alliance Wealth Management Group
New Jersey
$589K – – –
TCM
352
Towercrest Capital Management
Pennsylvania
$589K – – –
PS
353
Portfolio Solutions
Michigan
$584K +$2.57K +108 +0.4%
JGCM
354
Joseph Group Capital Management
Ohio
$580K +$54.6K +2,295 +10%
SBIA
355
Sheaff Brock Investment Advisors
Indiana
$576K +$93.5K +3,930 +19%
RIM
356
Rockbridge Investment Management
New York
$565K -$573 -24 -0.1%
RDWM
357
Red Door Wealth Management
Tennessee
$559K -$509K -21,387 -48%
FTUS
358
Flow Traders U.S.
New York
$555K +$555K +23,310 New
AWM
359
Avior Wealth Management
Nebraska
$548K -$14.4K -606 -3%
DFA
360
DHJJ Financial Advisors
Illinois
$545K +$71.8K +3,006 +15%
BFG
361
Berger Financial Group
Minnesota
$542K +$94.9K +3,990 +21%
IF
362
Ironwood Financial
Arizona
$539K +$71.1K +2,991 +15%
FSG
363
Financial Strategies Group
Michigan
$527K +$527K +22,131 New
Stifel Financial
364
Stifel Financial
Missouri
$516K -$3.86K -162 -0.7%
LF
365
LifeSteps Financial
California
$515K -$9K -378 -2%
ABC
366
Associated Banc-Corp
Wisconsin
$515K +$515K +21,660 New
MGWM
367
Marks Group Wealth Management
Minnesota
$513K – – –
RC
368
Roundview Capital
New Jersey
$512K – – –
TIM
369
Thompson Investment Management
Wisconsin
$511K +$43.5K +1,830 +9%
DIS
370
Diversified Investment Strategies
Louisiana
$502K +$51.1K +2,145 +11%
MWM
371
Meridian Wealth Management
Kentucky
$502K +$222K +9,315 +79%
BJL
372
Brighton Jones LLC
Washington
$489K +$28.6K +1,203 +6%
CIBC Private Wealth Group
373
CIBC Private Wealth Group
Georgia
$486K – – –
KA
374
Klingman & Associates
New York
$481K -$16.4K -690 -3%
BDFN
375
Bond & Devick Financial Network
Minnesota
$480K – – –
13 14
15
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