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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 %
Citigroup
551
Citigroup
New York
$74K +$61.1K +2,553 +473%
LFA
552
Level Financial Advisors
New York
$72K -$17.2K -726 -19%
MHR
553
Matthew Hamilton Rosenberg
$71K – – –
SW
554
SVB Wealth
Massachusetts
$68K +$66.7K +2,826 +5,233%
EK
555
Evensky & Katz
Florida
$67K +$286 +12 +0.4%
CPFP
556
Clear Perspectives Financial Planning
Ohio
$64K +$64K +2,700 New
KA
557
Kozak & Associates
Colorado
$63K – – –
AA
558
Ancora Advisors
Ohio
$63K +$425 +18 +0.7%
EWM
559
EPG Wealth Management
Georgia
$62K +$286 +12 +0.5%
NIC
560
Northwest Investment Counselors
Oregon
$59K – – –
TCM
561
Tradewinds Capital Management
Washington
$56K +$3.07K +129 +6%
OSAM
562
O'Shaughnessy Asset Management
Connecticut
$55K -$502 -21 -0.9%
M
563
MOTCO
Texas
$54K – – –
AIA
564
Armor Investment Advisors
North Carolina
$51K – – –
CIA
565
Cascade Investment Advisors
Oregon
$50.7K +$7.14K +300 +16%
CCP
566
Clarkston Capital Partners
Michigan
$49K +$569 +24 +1%
AC
567
AlphaCore Capital
California
$46K -$1.36K -57 -3%
AWM
568
Atticus Wealth Management
Florida
$46K – – –
MAWCM
569
Mine & Arao Wealth Creation & Management
California
$46K – – –
BCMLT
570
Beacon Capital Management LLC (Tennessee)
Tennessee
$46K +$46K +1,911 New
GIA
571
Goodwin Investment Advisory
Georgia
$45K – – –
EA
572
Evolution Advisers
Virginia
$44K +$44K +1,857 New
MPWT
573
MassMutual Private Wealth & Trust
Connecticut
$43K +$24.2K +1,020 +129%
NL
574
NVWM LLC
Pennsylvania
$40K – – –
SSB
575
Sandy Spring Bank
Maryland
$39K -$10.6K -450 -21%
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