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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 %
EH
376
Equitable Holdings
New York
$479K +$40.3K +1,692 +9%
MAG
377
Mayfair Advisory Group
Alabama
$478K – – –
NFG
378
Nations Financial Group
Iowa
$471K +$81.8K +3,435 +21%
SW
379
SkyOak Wealth
Michigan
$469K +$469K +19,728 New
NEPWA
380
New England Private Wealth Advisors
Massachusetts
$467K -$15K -630 -3%
VST
381
Van Strum & Towne
California
$467K +$16.7K +702 +4%
CIR
382
Clear Investment Research
Georgia
$466K – – –
SFWC
383
Strategic Family Wealth Counselors
New Jersey
$466K +$62.6K +2,634 +16%
MFC
384
Morris Financial Concepts
South Carolina
$465K -$33.2K -1,398 -7%
RCM
385
Radnor Capital Management
Pennsylvania
$465K – – –
Rockefeller Capital Management
386
Rockefeller Capital Management
New York
$464K +$29.5K +1,239 +7%
Lido Advisors
387
Lido Advisors
California
$462K +$10.2K +429 +2%
APG
388
Abacus Planning Group
South Carolina
$461K -$500 -21 -0.1%
RC
389
RegentAtlantic Capital
New Jersey
$460K +$5.57K +234 +1%
EL
390
Essex LLC
Illinois
$456K +$49K +2,061 +12%
MA
391
MONECO Advisors
Connecticut
$455K +$856 +36 +0.2%
DWT
392
Dorsey & Whitney Trust
South Dakota
$454K – – –
VCP
393
Vista Capital Partners
Oregon
$454K +$35.9K +1,509 +9%
SPIA
394
Steward Partners Investment Advisory
New York
$449K – – –
APA
395
American Portfolios Advisors
New York
$448K -$9.5K -399 -2%
SCA
396
Scott Capital Advisors
Oregon
$443K +$443K +18,600 New
ZIM
397
Zacks Investment Management
Illinois
$425K -$54.6K -2,295 -11%
WWM
398
Western Wealth Management
Colorado
$422K +$422K +17,745 New
SWPG
399
Strategic Wealth Partners Group
Illinois
$421K -$698K -29,385 -62%
LWAC
400
Laurel Wealth Advisors (California)
California
$420K +$1.43K +60 +0.3%
14 15
16
17 18