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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 %
Fifth Third Bancorp
476
Fifth Third Bancorp
Ohio
$254K +$13.9K +585 +6%
IWP
477
IAG Wealth Partners
Wisconsin
$252K -$16.4K -690 -6%
RFN
478
RDA Financial Network
Iowa
$252K +$252K +10,572 New
BF
479
BOK Financial
Oklahoma
$251K -$4.57K -192 -2%
FFWM
480
Future Financial Wealth Management
Ohio
$250K – – –
PCA
481
Personal Capital Advisors
California
$248K -$54.9K -2,310 -18%
TIA
482
Tiemann Investment Advisors
California
$248K – – –
SIG
483
Stonegate Investment Group
Alabama
$245K -$214 -9 -0.1%
CL
484
Choreo LLC
Illinois
$244K +$244K +10,260 New
EP
485
Eudaimonia Partners
Tennessee
$240K +$240K +10,104 New
SWM
486
Shakespeare Wealth Management
Wisconsin
$239K – – –
SC
487
Schoolcraft Capital
Colorado
$237K +$571 +24 +0.2%
FFA
488
First Foundation Advisors
California
$236K -$15.1K -633 -6%
US Bancorp
489
US Bancorp
Minnesota
$235K -$446K -18,729 -65%
CAL
490
Capital Analysts LLC
Pennsylvania
$232K – – –
BS
491
Boenning & Scattergood
Pennsylvania
$232K +$17.4K +729 +8%
Qube Research & Technologies (QRT)
492
Qube Research & Technologies (QRT)
United Kingdom
$231K +$231K +9,726 New
AWA
493
Arkadios Wealth Advisors
Georgia
$229K -$33.7K -1,416 -13%
PNC Financial Services Group
494
PNC Financial Services Group
Pennsylvania
$226K -$361K -15,162 -62%
SFG
495
Synergy Financial Group
California
$226K – – –
PFM
496
Parsec Financial Management
North Carolina
$224K +$2.93K +123 +1%
CA
497
Cambridge Advisors
Nebraska
$221K +$3.06K +129 +1%
JAG
498
Journey Advisory Group
Kentucky
$217K -$3.86K -162 -2%
AC
499
Apella Capital
Connecticut
$215K -$42.9K -1,800 -17%
SW
500
SlateStone Wealth
Florida
$215K -$40K -1,680 -16%
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