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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.

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
1
SEI Investments
Pennsylvania
$378M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.96B
3
MG
3
Mather Group
Illinois
$471M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$356M
5
NQWM
5
Northwest Quadrant Wealth Management
Oregon
$17.4M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$30.2M
2
KAS
2
Kestra Advisory Services
Texas
$11.6M
3
Ameriprise
3
Ameriprise
Minnesota
$112M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.9M
5
KF
5
Krilogy Financial
Missouri
$79.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
26
GenWealth Group
New Jersey
$37.8M -$305K -12,507 -0.8%
VWA
27
Visionary Wealth Advisors
Illinois
$37.2M +$9.52M +390,045 +34%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$34.4M +$2.79M +114,309 +9%
HighTower Advisors
29
HighTower Advisors
Illinois
$33.6M +$1.8M +73,647 +6%
PMG
30
ProVise Management Group
Florida
$30.7M +$838K +34,338 +3%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$30.2M -$30.8M – –
Bank of America
32
Bank of America
North Carolina
$29.9M -$418K -17,109 -1%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.6M -$887K -36,351 -3%
BA
34
Ballast Advisors
Minnesota
$28.2M +$84.5K +3,462 +0.3%
NFG
35
Nadler Financial Group
Illinois
$24.7M +$39K +1,599 +0.2%
MM
36
Main Management
California
$23.5M +$1.22M +50,142 +5%
SAMC
37
Spectrum Asset Management (California)
California
$23.4M +$318K +13,032 +1%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$23.4M +$11.2M +458,286 +92%
MFGP
39
Marshall Financial Group (Pennsylvania)
Pennsylvania
$22.2M +$1.11M +45,294 +5%
ASI
40
Advisory Services & Investments
Oregon
$21M -$224K -9,177 -1%
AG
41
Appleton Group
Wisconsin
$20.5M -$628K -25,725 -3%
SA
42
Scarborough Advisors
Maryland
$19.9M +$19.9M +815,496 New
FMP
43
Financial Management Professionals
Texas
$19.9M +$898K +36,807 +5%
TWM
44
Tradition Wealth Management
Minnesota
$19.6M +$163K +6,681 +0.8%
SAM
45
Summit Asset Management
Tennessee
$19.5M +$319K +13,071 +2%
MGIA
46
Moneta Group Investment Advisors
Missouri
$19.5M +$1.88M +76,959 +11%
SWRP
47
Summit Wealth & Retirement Planning
California
$19M +$1.49M +60,939 +9%
ACA
48
Ackerman Capital Advisors
Texas
$18.9M -$647K -26,499 -3%
CAN
49
Cetera Advisor Networks
California
$18M +$1.41M +57,588 +8%
CI
50
CX Institutional
Indiana
$17.9M +$563K +23,049 +3%
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