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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 %
MC
426
Montag & Caldwell
Georgia
$366K +$74.8K +3,147 +26%
CDIA
427
Capital Directions Investment Advisors
Georgia
$363K -$1.86K -78 -0.5%
GCM
428
G2 Capital Management
Ohio
$361K – – –
FM
429
Foster & Motley
Ohio
$357K -$1.07K -45 -0.3%
WANY
430
Wealthspire Advisors (New York)
New York
$356K +$37.4K +1,572 +12%
BO
431
BRR OpCo
Ohio
$355K +$5.21K +219 +1%
IF
432
Intrua Financial
Texas
$354K -$222K -9,330 -39%
AW
433
ACG Wealth
Georgia
$352K – – –
WAM
434
WealthTrust Asset Management
Florida
$340K -$4.9M -205,914 -94%
CAG
435
Csenge Advisory Group
Florida
$340K -$111K -4,647 -25%
PIMG
436
Patriot Investment Management Group
Tennessee
$338K +$9.55K +402 +3%
IWA
437
Intercontinental Wealth Advisors
Texas
$334K +$59.6K +2,505 +22%
VT
438
Vise Technologies
New York
$332K -$207K -8,688 -38%
KWM
439
Keebeck Wealth Management
Illinois
$326K -$23.8K -999 -7%
TC
440
Tenret Company
Florida
$326K – – –
CB
441
Commerce Bank
Missouri
$325K – – –
JWM
442
Janiczek Wealth Management
Colorado
$317K – – –
PL
443
Plancorp LLC
Missouri
$317K +$1.36K +57 +0.4%
GBWM
444
Granite Bay Wealth Management
New Hampshire
$316K +$26.2K +1,098 +9%
PWM
445
PRW Wealth Management
Massachusetts
$315K – – –
Bessemer Group
446
Bessemer Group
New Jersey
$315K +$109K +4,593 +53%
AT
447
American Trust
Kentucky
$315K +$315K +13,230 New
SPWM
448
Schrum Private Wealth Management
Florida
$313K +$21.1K +924 +7%
SSW
449
Stone Summit Wealth
Florida
$312K +$2.66K +111 +0.9%
CIC
450
Carnegie Investment Counsel
Ohio
$311K +$428 +18 +0.1%
16 17
18
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