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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 %
GG
401
Greenwood Gearhart
Arkansas
$418K -$24.6K -1,035 -6%
OCPWS
402
One Charles Private Wealth Services
Massachusetts
$414K – – –
DW
403
Domani Wealth
Pennsylvania
$413K +$286 +12 +0.1%
IWC
404
Integrated Wealth Concepts
Massachusetts
$408K +$110K +4,641 +37%
AAS
405
Annex Advisory Services
Wisconsin
$407K +$178K +7,500 +78%
AA
406
Argent Advisors
Louisiana
$405K +$405K +17,025 New
ECM
407
Elgethun Capital Management
South Dakota
$403K +$44K +1,848 +12%
PGAM
408
Princeton Global Asset Management
New Jersey
$402K – – –
JCM
409
Jacobsen Capital Management
Utah
$402K +$2.64K +111 +0.7%
CFFP
410
Center for Financial Planning
Michigan
$402K +$402K +16,908 New
BIM
411
Bridges Investment Management
Nebraska
$399K -$2.5K -105 -0.6%
MCM
412
Manchester Capital Management
Vermont
$393K -$236K -10,350 -38%
MFG
413
Magnus Financial Group
New York
$393K +$114K +4,809 +41%
FCM
414
Firestone Capital Management
Florida
$392K +$1.57K +66 +0.4%
GG
415
Gofen & Glossberg
Illinois
$389K +$71 +3 +0%
RWM
416
RBA Wealth Management
California
$389K +$1.22K +51 +0.3%
EHC
417
Everett Harris & Co
California
$387K – – –
SIA
418
Soltis Investment Advisors
Utah
$384K +$384K +16,119 New
MWAM
419
Manhattan West Asset Management
California
$382K -$156K -6,555 -29%
PWMG
420
Prestige Wealth Management Group
New Jersey
$376K -$18.1K -762 -5%
PWA
421
Physician Wealth Advisors
Utah
$375K – – –
BCWM
422
Bartlett & Co Wealth Management
Ohio
$373K +$214 +9 +0.1%
MOS
423
MGO One Seven
Ohio
$373K -$1.5M -63,024 -80%
BC
424
Bartlett & Co
Ohio
$373K +$214 +9 +0.1%
USCWA
425
U.S. Capital Wealth Advisors
Texas
$373K +$96.9K +4,065 +35%
15 16
17
18 19