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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 %
FCA
526
FinTrust Capital Advisors
South Carolina
$128K +$214 +9 +0.2%
PFBT
527
Parkside Financial Bank & Trust
Missouri
$127K -$7.19K -303 -5%
PB
528
Pinnacle Bancorp
Nebraska
$123K +$5K +210 +4%
BW
529
Bison Wealth
Georgia
$121K – – –
TFS
530
TrustCore Financial Services
Tennessee
$119K -$7.5K -315 -6%
CCM
531
Covington Capital Management
California
$119K – – –
CF
532
Centaurus Financial
California
$118K -$26.9K -1,134 -19%
MAM
533
McCarthy Asset Management
California
$114K +$356 +15 +0.3%
UB
534
UMB Bank
Missouri
$111K – – –
HDIM
535
Hanson & Doremus Investment Management
Vermont
$99K – – –
SA
536
SRH Advisors
Kansas
$99K – – –
IA
537
IndexIQ Advisors
New York
$97K -$122K -5,124 -56%
ICM
538
Islay Capital Management
Texas
$94K – – –
S
539
SignatureFD
Georgia
$94K +$11.8K +492 +14%
IRC
540
Investors Research Corp
Georgia
$91K – – –
CWM
541
Curi Wealth Management
North Carolina
$90K – – –
QCG
542
Quadrant Capital Group
Ohio
$88K +$783 +33 +0.9%
RF
543
Robbins Farley
New Hampshire
$86K +$45.3K +1,896 +111%
FHA
544
First Horizon Advisors
Tennessee
$84K -$25.8K -1,086 -23%
CFB
545
Cullen/Frost Bankers
Texas
$82K +$213 +9 +0.3%
HI
546
Hudock Inc
Pennsylvania
$82K +$427 +18 +0.5%
AIA
547
Arcadia Investment Advisors
Idaho
$79.3K – – –
ACA
548
Aptus Capital Advisors
Alabama
$77K +$25K +1,050 +48%
HR
549
Howe & Rusling
New York
$76K +$287 +12 +0.4%
OIA
550
Optimum Investment Advisors
Illinois
$74K -$207K -8,727 -74%
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