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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 %
SPWM
476
Schrum Private Wealth Management
Florida
$241K -$43.8K -2,109 -15%
JFGIW
477
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$236K -$12.9K -621 -5%
AWM
478
Axxcess Wealth Management
California
$235K -$19.9K -960 -8%
KIA
479
KCM Investment Advisors
California
$234K +$374 +18 +0.2%
YIA
480
YHB Investment Advisors
Connecticut
$232K +$3.37K +162 +1%
SC
481
Shearwater Capital
Colorado
$231K -$28.2K -108 -11%
LNC
482
Lincoln National Corp
Pennsylvania
$230K -$307K -14,730 -57%
AIA
483
Allied Investment Advisors
Montana
$229K +$5.17K +249 +2%
MWAM
484
Manhattan West Asset Management
California
$228K -$106K -5,100 -32%
MS
485
Madden Securities
Texas
$228K -$24.8K -1,191 -10%
LC
486
Landaas & Company
Wisconsin
$226K – – –
RSWM
487
Robertson Stephens Wealth Management
California
$226K +$226K +10,896 New
AT
488
American Trust
Kentucky
$224K -$52.6K -2,517 -19%
BRWA
489
B. Riley Wealth Advisors
Florida
$223K +$223K +10,653 New
BF
490
BOK Financial
Oklahoma
$220K +$562 +27 +0.3%
GC
491
Gilbert & Cook
Iowa
$219K +$219K +10,518 New
TIA
492
Tiemann Investment Advisors
California
$217K – – –
RWM
493
Ritholtz Wealth Management
New York
$213K -$10.6K -510 -5%
CCM
494
Compass Capital Management
Minnesota
$213K +$213K +10,257 New
BWA
495
Bordeaux Wealth Advisors
California
$212K +$212K +10,170 New
SWM
496
Shakespeare Wealth Management
Wisconsin
$210K – – –
KMWM
497
Keudell/Morrison Wealth Management
Oregon
$210K +$210K +10,077 New
SIG
498
Stonegate Investment Group
Alabama
$209K -$4.99K -240 -2%
HCM
499
Hengehold Capital Management
Ohio
$209K +$209K +10,062 New
SC
500
Schoolcraft Capital
Colorado
$208K +$1.12K +54 +0.5%
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