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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 %
IWP
501
IAG Wealth Partners
Wisconsin
$208K -$13.1K -630 -6%
FFA
502
First Foundation Advisors
California
$206K – – –
OMC
503
Old Mission Capital
Illinois
$206K +$206K +9,918 New
BS
504
Boenning & Scattergood
Pennsylvania
$203K +$624 +30 +0.3%
CAL
505
Capital Analysts LLC
Pennsylvania
$202K – – –
KWM
506
Keebeck Wealth Management
Illinois
$201K -$84.5K -4,053 -30%
BIA
507
Bigelow Investment Advisors
Maine
$201K +$19.4K +936 +11%
KIG
508
Kowal Investment Group
Wisconsin
$200K +$200K +9,630 New
TRCT
509
Tower Research Capital (TRC)
New York
$194K +$188K +9,021 +3,199%
MTIC
510
Missouri Trust & Investment Company
Missouri
$188K – – –
JWA
511
JFS Wealth Advisors
Pennsylvania
$177K -$939 -45 -0.5%
AIM
512
Anchor Investment Management
South Carolina
$169K +$2.87K +138 +2%
FRA
513
Front Row Advisors
California
$163K – – –
Qube Research & Technologies (QRT)
514
Qube Research & Technologies (QRT)
United Kingdom
$155K -$46.7K -2,253 -23%
SIC
515
Salem Investment Counselors
North Carolina
$155K – – –
TWA
516
TCI Wealth Advisors
Arizona
$144K – – –
LFG
517
Larson Financial Group
Missouri
$137K -$3.18K -153 -2%
CIAS
518
Capital Investment Advisory Services
North Carolina
$135K – – –
CCM
519
Chilton Capital Management
Texas
$133K +$133K +6,399 New
WPA
520
West Paces Advisors
Georgia
$131K – – –
FHA
521
First Horizon Advisors
Tennessee
$127K +$53.5K +2,577 +73%
CTC
522
Central Trust Company
Missouri
$115K – – –
PFBT
523
Parkside Financial Bank & Trust
Missouri
$114K +$2.56K +123 +2%
BW
524
Bison Wealth
Georgia
$105K – – –
GA
525
GoalVest Advisory
New York
$98K -$37.2K -1,776 -28%
19 20
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