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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 %
JWM
426
Janiczek Wealth Management
Colorado
$326K +$18K +738 +6%
FA
427
Fountainhead AM
New Jersey
$324K -$3K -123 -0.9%
PL
428
Plancorp LLC
Missouri
$324K +$1.83K +75 +0.6%
PWM
429
PRW Wealth Management
Massachusetts
$323K – – –
CIC
430
Carnegie Investment Counsel
Ohio
$319K +$513 +21 +0.2%
SSW
431
Stone Summit Wealth
Florida
$314K +$314K +12,906 New
SPWM
432
Schrum Private Wealth Management
Florida
$311K +$311K +12,786 New
JFGIW
433
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$309K -$39.7K -1,626 -11%
PCA
434
Personal Capital Advisors
California
$308K +$41.8K +1,731 +16%
IWC
435
Integrated Wealth Concepts
Massachusetts
$305K +$20.6K +846 +7%
CAM
436
Carret Asset Management
New York
$303K – – –
CFS
437
CRA Financial Services
New Jersey
$301K +$17.3K +708 +6%
BFPW
438
BOK Financial Private Wealth
Colorado
$299K – – –
MC
439
Montag & Caldwell
Georgia
$299K +$43.4K +1,779 +17%
AWM
440
Axxcess Wealth Management
California
$299K +$299K +12,240 New
GBWM
441
Granite Bay Wealth Management
New Hampshire
$297K +$297K +12,162 New
AIA
442
AIMZ Investment Advisors
California
$295K – – –
TWM
443
TriaGen Wealth Management
California
$289K – – –
OIA
444
Optimum Investment Advisors
Illinois
$289K +$585 +24 +0.2%
MWM
445
Meridian Wealth Management
Kentucky
$287K +$35.3K +1,449 +14%
MFG
446
Magnus Financial Group
New York
$286K -$141K -5,763 -33%
USCWA
447
U.S. Capital Wealth Advisors
Texas
$283K +$283K +11,589 New
IWA
448
Intercontinental Wealth Advisors
Texas
$282K +$10.6K +435 +4%
AWA
449
Acorn Wealth Advisors
Michigan
$281K +$953 +39 +0.3%
YIA
450
YHB Investment Advisors
Connecticut
$278K -$20.9K -858 -7%
16 17
18
19 20