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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
$83M
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
$154M
5
MG
Mather Group
Illinois
$478M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.85B
2
SCA
Stuart Chaussee & Associates
California
$0
3
AG
Appleton Group
Wisconsin
$10.3M
4
SFS
Sowell Financial Services
Arkansas
$0
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
576
Versant Capital Management
Arizona
$37K -$2.35K -99 -6%
LWA
577
Lenox Wealth Advisors
New York
$37K – – –
FA
578
Faithward Advisors
Pennsylvania
$36K – – –
BCM
579
Blume Capital Management
California
$36K – – –
AA
580
AlphaMark Advisors
Kentucky
$32K -$78.2K -3,300 -71%
RDFA
581
Ritter Daniher Financial Advisory
Ohio
$32K -$2.44K -102 -7%
CFO
582
CVA Family Office
Colorado
$32K +$72 +3 +0.2%
BWA
583
BDO Wealth Advisors
Florida
$31K – – –
JHCP
584
Jackson Hole Capital Partners
Oklahoma
$31K – – –
TCWA
585
Ten Capital Wealth Advisors
Washington
$30K -$37K -1,542 -55%
MSFP
586
Mark Sheptoff Financial Planning
Connecticut
$30K – – –
NG
587
NWK Group
California
$30K +$4.37K +183 +17%
MAM
588
Meeder Asset Management
Ohio
$29K – – –
MFA
589
Morling Financial Advisors
California
$29K – – –
GLLW
590
Graves Light Lenhart Wealth
Virginia
$27K – – –
COCM
591
Charter Oak Capital Management
New Hampshire
$26K +$13.1K +543 +102%
FPB
592
First PREMIER Bank
South Dakota
$25K – – –
PK
593
Pflug Koory
Nebraska
$25K – – –
LWANC
594
Laurel Wealth Advisors (North Carolina)
North Carolina
$22K – – –
PAI
595
Pittenger & Anderson Inc
Nebraska
$20K – – –
JFA
596
JNBA Financial Advisors
Minnesota
$19K -$2.04K -87 -10%
HNB
597
Huntington National Bank
Ohio
$19K – – –
HIA
598
Harbor Investment Advisory
Maryland
$18K – – –
EIP
599
Ellis Investment Partners
Pennsylvania
$15K +$69 +3 +0.5%
PMFA
600
Plante Moran Financial Advisors
Michigan
$14K -$55.3K -2,250 -80%
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24
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