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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 %
IWP
451
IAG Wealth Partners
Wisconsin
$276K – – –
CWA
452
Centennial Wealth Advisory
Michigan
$275K -$86.6K -3,552 -24%
KIA
453
KCM Investment Advisors
California
$274K +$274K +11,235 New
SC
454
Shearwater Capital
Colorado
$271K +$271K +1,014 New
ES
455
ETF Store
Kansas
$270K +$270K +11,379 New
AWA
456
Arkadios Wealth Advisors
Georgia
$269K -$35.6K -1,458 -12%
LC
457
Landaas & Company
Wisconsin
$265K – – –
AC
458
Apella Capital
Connecticut
$264K – – –
AIA
459
Allied Investment Advisors
Montana
$263K +$33.2K +1,359 +14%
SW
460
SlateStone Wealth
Florida
$262K -$362K -14,793 -58%
BF
461
BOK Financial
Oklahoma
$262K +$5.57K +228 +2%
FFWM
462
Future Financial Wealth Management
Ohio
$257K – – –
FFA
463
First Foundation Advisors
California
$257K +$14.8K +606 +6%
MAWAG
464
Mid-American Wealth Advisory Group
Missouri
$255K +$255K +10,434 New
TIA
465
Tiemann Investment Advisors
California
$254K – – –
SIG
466
Stonegate Investment Group
Alabama
$251K +$251K +10,302 New
TFA
467
Trinity Financial Advisors
Ohio
$248K +$248K +10,164 New
CCA
468
Clearwater Capital Advisors
Illinois
$246K -$308K -12,600 -56%
PA
469
PFG Advisors
Arizona
$246K +$2.42K +99 +1%
Fifth Third Bancorp
470
Fifth Third Bancorp
Ohio
$246K +$231K +9,471 +1,518%
EA
471
Elm Advisors
California
$245K – – –
SB
472
Strategic Blueprint
Georgia
$245K +$13.5K +552 +6%
SWM
473
Shakespeare Wealth Management
Wisconsin
$245K +$245K +10,038 New
SC
474
Schoolcraft Capital
Colorado
$243K +$14.7K +603 +6%
CAL
475
Capital Analysts LLC
Pennsylvania
$238K – – –
17 18
19
20 21