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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
$378M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.96B
3
MG
Mather Group
Illinois
$471M
4
Osaic Holdings
Osaic Holdings
Arizona
$356M
5
NQWM
Northwest Quadrant Wealth Management
Oregon
$17.4M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$30.2M
2
KAS
Kestra Advisory Services
Texas
$11.6M
3
Ameriprise
Ameriprise
Minnesota
$112M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$2.9M
5
KF
Krilogy Financial
Missouri
$79.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
APG
376
Abacus Planning Group
South Carolina
$473K +$10.2K +417 +2%
BJL
377
Brighton Jones LLC
Washington
$473K +$473K +19,386 New
APA
378
American Portfolios Advisors
New York
$470K +$10.5K +429 +2%
DWT
379
Dorsey & Whitney Trust
South Dakota
$466K – – –
RC
380
RegentAtlantic Capital
New Jersey
$466K +$18.7K +768 +4%
Lido Advisors
381
Lido Advisors
California
$463K +$176K +7,224 +61%
DIS
382
Diversified Investment Strategies
Louisiana
$462K +$9.22K +378 +2%
VST
383
Van Strum & Towne
California
$461K +$140K +5,745 +44%
SPIA
384
Steward Partners Investment Advisory
New York
$460K -$585 -24 -0.1%
BFG
385
Berger Financial Group
Minnesota
$459K – – –
MA
386
MONECO Advisors
Connecticut
$454K -$172K -7,218 -27%
GG
387
Greenwood Gearhart
Arkansas
$454K -$161K -6,591 -26%
EH
388
Equitable Holdings
New York
$450K -$14.6K -600 -3%
Rockefeller Capital Management
389
Rockefeller Capital Management
New York
$446K +$57.7K +2,364 +15%
CAG
390
Csenge Advisory Group
Florida
$434K +$105K +4,566 +32%
LWAC
391
Laurel Wealth Advisors (California)
California
$430K +$1.98K +81 +0.5%
VCP
392
Vista Capital Partners
Oregon
$429K -$10.2K -417 -2%
RWM
393
Ritholtz Wealth Management
New York
$427K -$25.3K -1,038 -6%
OCPWS
394
One Charles Private Wealth Services
Massachusetts
$424K – – –
DW
395
Domani Wealth
Pennsylvania
$423K -$23.4K -957 -5%
EL
396
Essex LLC
Illinois
$418K +$32.1K +1,314 +8%
SFWC
397
Strategic Family Wealth Counselors
New Jersey
$414K – – –
PGAM
398
Princeton Global Asset Management
New Jersey
$413K +$73 +3 +0%
BIM
399
Bridges Investment Management
Nebraska
$412K -$5.49K -225 -1%
JCM
400
Jacobsen Capital Management
Utah
$410K +$2.35K +96 +0.6%
14 15
16
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