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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 %
MWM
501
Mission Wealth Management
California
$203K +$203K +8,310 New
LFS
502
Lutz Financial Services
Nebraska
$202K +$202K +8,277 New
IAA
503
Independent Advisor Alliance
North Carolina
$201K +$201K +8,238 New
GWM
504
Geneos Wealth Management
Colorado
$193K +$1.1K +45 +0.6%
AIM
505
Anchor Investment Management
South Carolina
$192K +$1.54K +63 +0.8%
TCWM
506
Total Clarity Wealth Management
Illinois
$189K -$32.2K -1,320 -15%
SIC
507
Salem Investment Counselors
North Carolina
$182K – – –
FRA
508
Front Row Advisors
California
$182K – – –
TWA
509
TCI Wealth Advisors
Arizona
$169K – – –
LFG
510
Larson Financial Group
Missouri
$163K +$3.8K +156 +2%
CCM
511
Chilton Capital Management
Texas
$156K +$156K +6,399 New
WPA
512
West Paces Advisors
Georgia
$154K – – –
CF
513
Centaurus Financial
California
$149K +$586 +24 +0.4%
TAIM
514
TD Ameritrade Investment Management
Nebraska
$148K -$246K -10,095 -62%
CIAS
515
Capital Investment Advisory Services
North Carolina
$148K -$31K -1,275 -17%
EVM
516
Eaton Vance Management
Massachusetts
$141K +$131K +5,370 +1,336%
PFBT
517
Parkside Financial Bank & Trust
Missouri
$138K -$4.02K -165 -3%
FCA
518
FinTrust Capital Advisors
South Carolina
$131K -$36.8K -1,509 -22%
TFS
519
TrustCore Financial Services
Tennessee
$130K +$73 +3 +0.1%
BW
520
Bison Wealth
Georgia
$124K -$49.6K -2,028 -29%
CCM
521
Covington Capital Management
California
$122K – – –
PB
522
Pinnacle Bancorp
Nebraska
$121K – – –
MAM
523
McCarthy Asset Management
California
$117K +$440 +18 +0.4%
JPMorgan Chase & Co
524
JPMorgan Chase & Co
New York
$115K +$18.9K +777 +20%
UB
525
UMB Bank
Missouri
$114K +$114K +4,671 New
19 20
21
22 23