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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 %
VWA
501
V Wealth Advisors
Kansas
$215K -$13.4K -561 -6%
MTIC
502
Missouri Trust & Investment Company
Missouri
$215K – – –
SNBOSD
503
Security National Bank of So Dak
Iowa
$211K – – –
LW
504
Linscomb Wealth
Texas
$210K – – –
BIA
505
Bigelow Investment Advisors
Maine
$208K – – –
GLA
506
Good Life Advisors
Pennsylvania
$207K – – –
SA
507
Strategic Advisors
New York
$205K – – –
MC
508
Matisse Capital
Oregon
$205K – – –
CWS
509
Cypress Wealth Services
California
$205K +$205K +8,595 New
WI
510
Wedgewood Investors
Pennsylvania
$204K – – –
JWA
511
JFS Wealth Advisors
Pennsylvania
$203K -$785 -33 -0.4%
EA
512
Eudaimonia Advisors
Tennessee
$202K +$202K +8,505 New
WW
513
Waterfront Wealth
Kansas
$200K +$200K +8,394 New
AIM
514
Anchor Investment Management
South Carolina
$190K +$2.93K +123 +2%
FRA
515
Front Row Advisors
California
$186K +$9.26K +390 +5%
JPMorgan Chase & Co
516
JPMorgan Chase & Co
New York
$178K +$64.9K +2,718 +57%
SIC
517
Salem Investment Counselors
North Carolina
$177K – – –
TWA
518
TCI Wealth Advisors
Arizona
$164K – – –
LFG
519
Larson Financial Group
Missouri
$161K +$1.5K +63 +0.9%
CIAS
520
Capital Investment Advisory Services
North Carolina
$154K +$9.42K +396 +7%
GA
521
GoalVest Advisory
New York
$154K +$154K +6,456 New
WPA
522
West Paces Advisors
Georgia
$150K – – –
TAIM
523
TD Ameritrade Investment Management
Nebraska
$145K – – –
AF
524
Allworth Financial
California
$133K +$91.3K +3,849 +219%
CTC
525
Central Trust Company
Missouri
$132K +$20.2K +849 +18%
19 20
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