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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 %
AAS
476
Annex Advisory Services
Wisconsin
$234K – – –
VWA
477
V Wealth Advisors
Kansas
$233K -$28.5K -1,170 -11%
BRWA
478
B. Riley Wealth Advisors
Florida
$232K +$232K +9,438 New
SFG
479
Synergy Financial Group
California
$232K +$232K +9,501 New
SHA
480
Seneca House Advisors
Virginia
$231K -$8.92K -366 -4%
KCPG
481
Kavar Capital Partners Group
Kansas
$229K -$158K -6,450 -41%
PFM
482
Parsec Financial Management
North Carolina
$227K – – –
JAG
483
Journey Advisory Group
Kentucky
$226K -$23.6K -969 -9%
IA
484
IndexIQ Advisors
New York
$225K +$225K +9,195 New
AWA
485
Aquire Wealth Advisors
Utah
$225K +$225K +9,210 New
CA
486
Cambridge Advisors
Nebraska
$224K -$14.6K -597 -6%
MTIC
487
Missouri Trust & Investment Company
Missouri
$221K +$221K +9,048 New
BS
488
Boenning & Scattergood
Pennsylvania
$220K +$660 +27 +0.3%
WP
489
WealthPLAN Partners
Nebraska
$220K +$220K +9,273 New
SNBOSD
490
Security National Bank of So Dak
Iowa
$217K +$217K +8,883 New
ZF
491
Zhang Financial
Michigan
$217K +$217K +8,904 New
LW
492
Linscomb Wealth
Texas
$215K +$215K +8,805 New
GLA
493
Good Life Advisors
Pennsylvania
$213K +$213K +8,712 New
BIA
494
Bigelow Investment Advisors
Maine
$213K +$213K +8,745 New
Bessemer Group
495
Bessemer Group
New Jersey
$212K +$212K +8,673 New
MC
496
Matisse Capital
Oregon
$210K +$210K +8,604 New
SA
497
Strategic Advisors
New York
$210K +$210K +8,628 New
WI
498
Wedgewood Investors
Pennsylvania
$209K -$35.8K -1,467 -15%
JWA
499
JFS Wealth Advisors
Pennsylvania
$209K -$13.9K -570 -6%
IB
500
Intrust Bank
Kansas
$205K +$205K +8,385 New
18 19
20
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