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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
1
Morgan Stanley
New York
$83M
2
FFN
2
Focus Financial Network
Minnesota
$29.5M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$29.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$154M
5
MG
5
Mather Group
Illinois
$478M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.85B
2
SCA
2
Stuart Chaussee & Associates
California
$0
3
AG
3
Appleton Group
Wisconsin
$10.3M
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$35.3M +$1.77M +74,499 +5%
HighTower Advisors
27
HighTower Advisors
Illinois
$34.7M +$1.98M +83,205 +6%
Wells Fargo
28
Wells Fargo
California
$34.1M -$4.16M -174,993 -11%
PMG
29
ProVise Management Group
Florida
$30.1M +$180K +7,566 +0.6%
Bank of America
30
Bank of America
North Carolina
$29.7M +$527K +22,167 +2%
FFN
31
Focus Financial Network
Minnesota
$29.5M +$29.5M +1,238,364 New
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$29.4M +$29.4M +1,235,127 New
VWA
33
Visionary Wealth Advisors
Illinois
$29.2M -$7.11M -298,794 -20%
BA
34
Ballast Advisors
Minnesota
$27.5M -$12.4K -522 -0%
SBL
35
Sargent Bickham Lagudis
Colorado
$26.2M +$15.6M +656,811 +148%
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$26.1M -$2.78M -116,628 -10%
NFG
37
Nadler Financial Group
Illinois
$24.4M +$316K +13,263 +1%
CI
38
CX Institutional
Indiana
$24M +$6.54M +274,884 +38%
MM
39
Main Management
California
$23.5M +$556K +23,346 +2%
SA
40
Scarborough Advisors
Maryland
$23.2M +$3.78M +158,814 +19%
PCA
41
Permit Capital Advisors
Pennsylvania
$22.9M +$22.9M +952,125 New
MFGP
42
Marshall Financial Group (Pennsylvania)
Pennsylvania
$22.6M +$886K +37,230 +4%
MGIA
43
Moneta Group Investment Advisors
Missouri
$21.9M +$2.91M +122,376 +15%
SAMC
44
Spectrum Asset Management (California)
California
$21.1M -$1.72M -72,372 -8%
ASI
45
Advisory Services & Investments
Oregon
$20.3M -$169K -7,092 -0.8%
TWM
46
Tradition Wealth Management
Minnesota
$19.8M +$695K +29,202 +4%
FMP
47
Financial Management Professionals
Texas
$19.7M +$346K +14,544 +2%
SAM
48
Summit Asset Management
Tennessee
$19.6M +$531K +22,332 +3%
BPA
49
Beacon Pointe Advisors
California
$19.3M +$8.07M +338,946 +72%
NQWM
50
Northwest Quadrant Wealth Management
Oregon
$18.9M +$1.92M +80,778 +11%
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