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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 %
FWM
451
Focused Wealth Management
New York
$305K -$23.7K -993 -7%
OPS
452
Orion Portfolio Solutions
Nebraska
$299K -$239K -10,050 -44%
CFS
453
CRA Financial Services
New Jersey
$299K +$4.79K +201 +2%
CAM
454
Carret Asset Management
New York
$296K – – –
AWM
455
Axxcess Wealth Management
California
$292K +$856 +36 +0.3%
B
456
Bensler
Washington
$291K +$291K +12,246 New
MS
457
Madden Securities
Texas
$289K -$49.8K -2,097 -15%
ES
458
ETF Store
Kansas
$289K +$29.3K +1,284 +11%
AIA
459
AIMZ Investment Advisors
California
$288K – – –
TWM
460
TriaGen Wealth Management
California
$287K +$5.71K +240 +2%
TW
461
TrinityPoint Wealth
Connecticut
$287K +$287K +12,054 New
JFGIW
462
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$284K -$17K -717 -6%
HWA
463
Hillcrest Wealth Advisors
New Jersey
$281K +$281K +11,802 New
GWA
464
Geometric Wealth Advisors
District of Columbia
$279K +$279K +11,736 New
AWA
465
Acorn Wealth Advisors
Michigan
$275K +$1.14K +48 +0.4%
KIA
466
KCM Investment Advisors
California
$268K +$357 +15 +0.1%
LC
467
Landaas & Company
Wisconsin
$265K – – –
SC
468
Shearwater Capital
Colorado
$264K -$5.58K -21 -2%
PPA
469
Parametric Portfolio Associates
Washington
$262K -$6.23M -261,663 -96%
WFAG
470
Wescott Financial Advisory Group
Pennsylvania
$262K +$262K +11,001 New
VCWA
471
Vanguard Capital Wealth Advisors
Colorado
$261K -$216K -9,072 -45%
YIA
472
YHB Investment Advisors
Connecticut
$261K -$10K -423 -4%
Cerity Partners
473
Cerity Partners
New York
$261K +$261K +10,980 New
RWM
474
Ritholtz Wealth Management
New York
$256K -$160K -6,741 -39%
AIA
475
Allied Investment Advisors
Montana
$256K +$356 +15 +0.1%
17 18
19
20 21