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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 %
CTC
526
Central Trust Company
Missouri
$114K +$114K +4,686 New
AA
527
AlphaMark Advisors
Kentucky
$113K -$36.5K -1,500 -24%
FHA
528
First Horizon Advisors
Tennessee
$112K -$32.2K -1,332 -22%
HDIM
529
Hanson & Doremus Investment Management
Vermont
$102K – – –
SA
530
SRH Advisors
Kansas
$101K – – –
ICM
531
Islay Capital Management
Texas
$97K – – –
IRC
532
Investors Research Corp
Georgia
$93K – – –
CSWM
533
Cassady Schiller Wealth Management
Ohio
$93K +$93K +3,795 New
LFA
534
Level Financial Advisors
New York
$92K +$92K +3,765 New
CWM
535
Curi Wealth Management
North Carolina
$92K +$92K +3,786 New
QCG
536
Quadrant Capital Group
Ohio
$90K +$1.54K +63 +2%
CFB
537
Cullen/Frost Bankers
Texas
$84K +$365 +15 +0.4%
S
538
SignatureFD
Georgia
$84K +$879 +36 +1%
HI
539
Hudock Inc
Pennsylvania
$83K +$435 +18 +0.5%
AIA
540
Arcadia Investment Advisors
Idaho
$81.3K – – –
HR
541
Howe & Rusling
New York
$77K +$511 +21 +0.7%
RDIA
542
RE Dickinson Investment Advisors
Iowa
$77K +$77K +3,165 New
MHR
543
Matthew Hamilton Rosenberg
$73K – – –
PMFA
544
Plante Moran Financial Advisors
Michigan
$69K – – –
TCWA
545
Ten Capital Wealth Advisors
Washington
$68K -$97.3K -3,996 -59%
EK
546
Evensky & Katz
Florida
$68K +$365 +15 +0.5%
AA
547
Ancora Advisors
Ohio
$65K – – –
KA
548
Kozak & Associates
Colorado
$63K – – –
EWM
549
EPG Wealth Management
Georgia
$63K +$292 +12 +0.5%
NIC
550
Northwest Investment Counselors
Oregon
$61K +$61K +2,484 New
20 21
22
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