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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 %
SFM
551
Signet Financial Management
New Jersey
$60K +$60K +2,451 New
OSAM
552
O'Shaughnessy Asset Management
Connecticut
$57K +$295 +12 +0.5%
M
553
MOTCO
Texas
$56K – – –
TCM
554
Tradewinds Capital Management
Washington
$54K – – –
AssetMark Inc
555
AssetMark Inc
California
$54K +$16.6K +687 +45%
ACA
556
Aptus Capital Advisors
Alabama
$53K – – –
AIA
557
Armor Investment Advisors
North Carolina
$52K – – –
TCM
558
TD Capital Management
Tennessee
$51K +$294 +12 +0.6%
SSB
559
Sandy Spring Bank
Maryland
$51K +$5.74K +237 +13%
CCP
560
Clarkston Capital Partners
Michigan
$50K – – –
AC
561
AlphaCore Capital
California
$48K +$73 +3 +0.2%
AWM
562
Atticus Wealth Management
Florida
$47K -$5.05K -207 -10%
MAWCM
563
Mine & Arao Wealth Creation & Management
California
$47K – – –
GIA
564
Goodwin Investment Advisory
Georgia
$46K – – –
CIA
565
Cascade Investment Advisors
Oregon
$44.7K – – –
CA
566
Cornerstone Advisory
Maryland
$44K +$44K +1,800 New
AF
567
Allworth Financial
California
$43K +$74 +3 +0.2%
RF
568
Robbins Farley
New Hampshire
$42K -$2.15K -87 -5%
KPCM
569
Kings Point Capital Management
New York
$42K +$42K +1,740 New
NL
570
NVWM LLC
Pennsylvania
$41K +$41K +1,671 New
VCM
571
Versant Capital Management
Arizona
$40K -$8.25K -342 -17%
LWA
572
Lenox Wealth Advisors
New York
$38K – – –
KIG
573
Kessler Investment Group
Indiana
$38K +$38K +1,545 New
FA
574
Faithward Advisors
Pennsylvania
$37K -$34.6K -1,434 -48%
BCM
575
Blume Capital Management
California
$37K -$26.9K -1,089 -42%
21 22
23
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