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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
1
SEI Investments
Pennsylvania
$378M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.96B
3
MG
3
Mather Group
Illinois
$471M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$356M
5
NQWM
5
Northwest Quadrant Wealth Management
Oregon
$17.4M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$30.2M
2
KAS
2
Kestra Advisory Services
Texas
$11.6M
3
Ameriprise
3
Ameriprise
Minnesota
$112M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.9M
5
KF
5
Krilogy Financial
Missouri
$79.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFPG
576
Stonebridge Financial Planning Group
Florida
$36K – – –
RDFA
577
Ritter Daniher Financial Advisory
Ohio
$35K – – –
CFO
578
CVA Family Office
Colorado
$32K -$3.83K -159 -11%
BWA
579
BDO Wealth Advisors
Florida
$32K – – –
JHCP
580
Jackson Hole Capital Partners
Oklahoma
$32K – – –
MTWM
581
Masso Torrence Wealth Management
New Jersey
$32K +$32K +1,311 New
MSFP
582
Mark Sheptoff Financial Planning
Connecticut
$31K – – –
HFS
583
Hantz Financial Services
Michigan
$30K +$30K +1,224 New
MFA
584
Morling Financial Advisors
California
$30K +$30K +1,224 New
MAM
585
Meeder Asset Management
Ohio
$29K – – –
GLLW
586
Graves Light Lenhart Wealth
Virginia
$27K – – –
PK
587
Pflug Koory
Nebraska
$26K – – –
IHWM
588
Iron Horse Wealth Management
Iowa
$26K +$26K +1,068 New
NG
589
NWK Group
California
$26K +$26K +1,074 New
FPB
590
First PREMIER Bank
South Dakota
$25K – – –
CA
591
CoreCap Advisors
Michigan
$23K +$23K +930 New
TRCT
592
Tower Research Capital (TRC)
New York
$22K -$428K -17,682 -95%
LWANC
593
Laurel Wealth Advisors (North Carolina)
North Carolina
$22K +$2.53K +105 +13%
JFA
594
JNBA Financial Advisors
Minnesota
$22K +$20.6K +840 +1,474%
LFG
595
Leverty Financial Group
Wisconsin
$22K +$22K +933 New
PAI
596
Pittenger & Anderson Inc
Nebraska
$20K -$1.01K -42 -5%
MPWT
597
MassMutual Private Wealth & Trust
Connecticut
$19K – – –
HIA
598
Harbor Investment Advisory
Maryland
$19K +$13.5K +546 +243%
EIP
599
Ellis Investment Partners
Pennsylvania
$15K +$69 +3 +0.5%
Optiver Holding
600
Optiver Holding
Netherlands
$15K +$13.9K +564 +1,253%
22 23
24
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