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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

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

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$44.1M
2
Osaic Holdings
Osaic Holdings
Arizona
+$35.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.6M
4
SC
Savant Capital
Illinois
+$17.6M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$15.7M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$138M
2
Ameriprise
Ameriprise
Minnesota
-$58.5M
3
APP
Avantax Planning Partners
Iowa
-$36.5M
4
Morgan Stanley
Morgan Stanley
New York
-$30.2M
5
TWM
Tradition Wealth Management
Minnesota
-$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWT
401
Dorsey & Whitney Trust
South Dakota
$397K – – –
Lido Advisors
402
Lido Advisors
California
$396K -$8.49K -408 -2%
DIS
403
Diversified Investment Strategies
Louisiana
$395K -$44.1K -2,118 -10%
RA
404
Riversedge Advisors
Delaware
$394K +$394K +18,915 New
DPI
405
Diversified Portfolios Inc
Michigan
$394K +$394K +18,933 New
MCM
406
Manchester Capital Management
Vermont
$393K – – –
GG
407
Greenwood Gearhart
Arkansas
$393K +$27.9K +1,344 +8%
EL
408
Essex LLC
Illinois
$390K -$8.42K -405 -2%
BB
409
Bell Bank
North Dakota
$383K +$383K +18,408 New
ECM
410
Elgethun Capital Management
South Dakota
$379K +$27.4K +1,320 +8%
ZIM
411
Zacks Investment Management
Illinois
$374K +$1.69K +81 +0.5%
SW
412
SkyOak Wealth
Michigan
$364K -$46.2K -2,220 -11%
DW
413
Domani Wealth
Pennsylvania
$361K – – –
OCPWS
414
One Charles Private Wealth Services
Massachusetts
$361K – – –
Cerity Partners
415
Cerity Partners
New York
$360K +$132K +6,357 +58%
AAS
416
Annex Advisory Services
Wisconsin
$356K +$250 +12 +0.1%
PWA
417
Physician Wealth Advisors
Utah
$356K +$530 +24 +0.1%
EHC
418
Everett Harris & Co
California
$354K +$15.6K +750 +5%
US Bancorp
419
US Bancorp
Minnesota
$353K +$147K +7,071 +72%
CFFP
420
Center for Financial Planning
Michigan
$352K – – –
PIMG
421
Patriot Investment Management Group
Tennessee
$350K +$54.7K +2,634 +19%
PGAM
422
Princeton Global Asset Management
New Jersey
$347K -$4.18K -201 -1%
FCM
423
Firestone Capital Management
Florida
$347K +$4.86K +234 +1%
BIM
424
Bridges Investment Management
Nebraska
$346K -$3.12K -150 -0.9%
OPS
425
Orion Portfolio Solutions
Nebraska
$345K +$83K +3,984 +32%
15 16
17
18 19