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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 %
GG
426
Gofen & Glossberg
Illinois
$340K +$62 +3 +0%
EH
427
Equitable Holdings
New York
$333K -$86.5K -4,149 -21%
Fifth Third Bancorp
428
Fifth Third Bancorp
Ohio
$333K +$110K +5,301 +50%
PWMG
429
Prestige Wealth Management Group
New Jersey
$329K – – –
USCWA
430
U.S. Capital Wealth Advisors
Texas
$329K +$3.74K +180 +1%
BC
431
Bartlett & Co
Ohio
$327K +$312 +15 +0.1%
TC
432
Tenret Company
Florida
$327K +$42.3K +2,031 +15%
BCWM
433
Bartlett & Co Wealth Management
Ohio
$327K +$312 +15 +0.1%
RIM
434
Rockbridge Investment Management
New York
$327K -$166K -7,974 -34%
BO
435
BRR OpCo
Ohio
$325K +$14.3K +687 +5%
RFN
436
RDA Financial Network
Iowa
$320K +$99.8K +4,788 +45%
CDIA
437
Capital Directions Investment Advisors
Georgia
$318K – – –
GCM
438
G2 Capital Management
Ohio
$315K – – –
RWM
439
RBA Wealth Management
California
$312K -$28K -1,344 -8%
SIA
440
Soltis Investment Advisors
Utah
$312K -$23.3K -1,119 -7%
FM
441
Foster & Motley
Ohio
$312K – – –
ES
442
ETF Store
Kansas
$312K +$46.3K +2,205 +17%
IF
443
Intrua Financial
Texas
$310K +$1.06K +51 +0.3%
AW
444
ACG Wealth
Georgia
$308K – – –
TW
445
TrinityPoint Wealth
Connecticut
$308K +$57.5K +2,766 +23%
MFG
446
Magnus Financial Group
New York
$300K -$43.9K -2,109 -13%
WW
447
Waterfront Wealth
Kansas
$299K +$124K +5,988 +71%
CB
448
Commerce Bank
Missouri
$298K +$13.2K +636 +5%
WAM
449
WealthTrust Asset Management
Florida
$297K – – –
JWM
450
Janiczek Wealth Management
Colorado
$296K +$67 +3 +0%
16 17
18
19 20