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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 %
PWMG
401
Prestige Wealth Management Group
New Jersey
$404K -$8.42K -345 -2%
FCM
402
Firestone Capital Management
Florida
$400K +$55.6K +2,280 +16%
NFG
403
Nations Financial Group
Iowa
$399K -$35.5K -1,455 -8%
GG
404
Gofen & Glossberg
Illinois
$398K +$73 +3 +0%
EHC
405
Everett Harris & Co
California
$397K – – –
RWM
406
RBA Wealth Management
California
$397K +$397K +16,281 New
PWA
407
Physician Wealth Advisors
Utah
$396K – – –
IAIM
408
International Assets Investment Management
Florida
$390K -$196K -8,046 -33%
BC
409
Bartlett & Co
Ohio
$383K -$49.2K -2,016 -11%
BCWM
410
Bartlett & Co Wealth Management
Ohio
$383K -$49.2K -2,016 -11%
CDIA
411
Capital Directions Investment Advisors
Georgia
$374K +$8.63K +354 +2%
GCM
412
G2 Capital Management
Ohio
$370K +$370K +15,162 New
ECM
413
Elgethun Capital Management
South Dakota
$367K +$28.6K +1,176 +8%
FM
414
Foster & Motley
Ohio
$367K +$367K +15,033 New
AW
415
ACG Wealth
Georgia
$361K – – –
BO
416
BRR OpCo
Ohio
$359K -$15.9K -651 -4%
KWM
417
Keebeck Wealth Management
Illinois
$359K +$7.84K +321 +2%
MS
418
Madden Securities
Texas
$348K -$17.6K -723 -5%
APSP
419
Asset Planning Services (Pennsylvania)
Pennsylvania
$342K – – –
PIMG
420
Patriot Investment Management Group
Tennessee
$337K -$5.12K -210 -1%
FWM
421
Focused Wealth Management
New York
$337K +$1.91K +78 +0.6%
TC
422
Tenret Company
Florida
$334K -$48.2K -1,974 -13%
CB
423
Commerce Bank
Missouri
$334K – – –
TWP
424
TFO Wealth Partners
Ohio
$329K +$329K +13,878 New
WANY
425
Wealthspire Advisors (New York)
New York
$326K -$139K -5,706 -30%
15 16
17
18 19