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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 %
IWA
451
Intercontinental Wealth Advisors
Texas
$292K – – –
SOS
452
Silver Oak Securities
Tennessee
$287K +$287K +13,305 New
CFS
453
CRA Financial Services
New Jersey
$286K +$24.4K +1,173 +9%
ABC
454
Associated Banc-Corp
Wisconsin
$280K -$171K -8,214 -38%
RGF
455
Retirement Guys Formula
Ohio
$277K -$4.61M -221,712 -94%
PL
456
Plancorp LLC
Missouri
$277K – – –
GBWM
457
Granite Bay Wealth Management
New Hampshire
$277K +$1.37K +66 +0.5%
AF
458
Allworth Financial
California
$277K +$161K +7,734 +138%
Bessemer Group
459
Bessemer Group
New Jersey
$276K – – –
PWM
460
PRW Wealth Management
Massachusetts
$276K – – –
CIC
461
Carnegie Investment Counsel
Ohio
$276K +$3.68K +177 +1%
AIM
462
Acropolis Investment Management
Missouri
$276K +$276K +13,275 New
FWM
463
Focused Wealth Management
New York
$268K +$1.62K +78 +0.6%
CAM
464
Carret Asset Management
New York
$267K +$7.82K +375 +3%
AWA
465
Acorn Wealth Advisors
Michigan
$266K +$25.4K +1,221 +11%
KBFS
466
Kohmann Bosshard Financial Services
Ohio
$263K +$263K +12,633 New
CSWM
467
Cassady Schiller Wealth Management
Ohio
$260K +$260K +12,489 New
B
468
Bensler
Washington
$255K +$499 +24 +0.2%
SWPG
469
Strategic Wealth Partners Group
Illinois
$252K -$116K -5,589 -32%
AIA
470
AIMZ Investment Advisors
California
$252K – – –
TWM
471
TriaGen Wealth Management
California
$251K – – –
EA
472
Eudaimonia Advisors
Tennessee
$251K +$74.3K +3,579 +42%
FFWM
473
Future Financial Wealth Management
Ohio
$250K – – –
HWA
474
Hillcrest Wealth Advisors
New Jersey
$246K – – –
GWA
475
Geometric Wealth Advisors
District of Columbia
$246K +$1.38K +66 +0.6%
17 18
19
20 21