SCHV icon

Schwab US Large-Cap Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
UB
351
UMB Bank
Missouri
$549K +$452K +21,726 +465%
SBIA
352
Sheaff Brock Investment Advisors
Indiana
$548K +$44K +2,115 +9%
WDL
353
Well Done LLC
Michigan
$546K
CWM
354
Cadence Wealth Management
Massachusetts
$543K -$27.7K -1,329 -5%
HWA
355
HHM Wealth Advisors
Tennessee
$543K -$23.3K -1,119 -4%
SSWM
356
Smith Salley Wealth Management
North Carolina
$540K
BAM
357
Belpointe Asset Management
Nevada
$540K +$17.4K +834 +3%
TIM
358
Thompson Investment Management
Wisconsin
$534K +$86.5K +4,152 +19%
BJL
359
Brighton Jones LLC
Washington
$534K +$106K +5,073 +25%
BFG
360
Berger Financial Group
Minnesota
$532K +$57.5K +2,763 +12%
William Blair & Company
361
William Blair & Company
Illinois
$520K +$873 +42 +0.2%
NS
362
Newman & Schimel
Illinois
$517K -$21.1K -1,011 -4%
PS
363
Portfolio Solutions
Michigan
$514K +$3.06K +147 +0.6%
AWMG
364
Alliance Wealth Management Group
New Jersey
$513K -$1.81K -87 -0.4%
TCM
365
Towercrest Capital Management
Pennsylvania
$513K -$1.81K -87 -0.4%
Renaissance Technologies
366
Renaissance Technologies
New York
$512K +$512K +24,600 New
SSW
367
Stone Summit Wealth
Florida
$509K +$238K +11,445 +88%
PNC Financial Services Group
368
PNC Financial Services Group
Pennsylvania
$508K +$311K +14,949 +158%
AWM
369
Avior Wealth Management
Nebraska
$498K +$18.8K +903 +4%
EP
370
Eudaimonia Partners
Tennessee
$495K +$285K +13,692 +136%
SWP
371
Stratos Wealth Partners
Ohio
$493K -$31.7K -1,524 -6%
LF
372
Lantz Financial
Illinois
$491K -$68.3K -3,285 -12%
DFA
373
DHJJ Financial Advisors
Illinois
$479K +$4.18K +201 +0.9%
NFG
374
Nations Financial Group
Iowa
$475K +$63.3K +3,039 +15%
Rockefeller Capital Management
375
Rockefeller Capital Management
New York
$474K +$68.8K +3,315 +17%