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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

645 hedge funds and large institutions have $6.19B invested in Schwab US Large-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 280 increasing their positions, 198 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
+5
Holders Change %
+0.78%
% of All Funds
10.91%
Holding in Top 10
72
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.35%
% of All Funds
1.22%
New
57
Increased
280
Reduced
198
Closed
45
Calls
$506K
Puts
$630K
Net Calls
-$124K
Net Calls Change
-$374K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$44.1M
2
Osaic Holdings
Osaic Holdings
Arizona
+$35.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.6M
4
SC
Savant Capital
Illinois
+$17.6M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$15.7M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$138M
2
Ameriprise
Ameriprise
Minnesota
-$58.5M
3
APP
Avantax Planning Partners
Iowa
-$36.5M
4
Morgan Stanley
Morgan Stanley
New York
-$30.2M
5
TWM
Tradition Wealth Management
Minnesota
-$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
576
Faithward Advisors
Pennsylvania
$30K -$1.54K -75 -5%
HF
577
Halpern Financial
Virginia
$28.3K +$28.3K +1,362 New
AA
578
AlphaMark Advisors
Kentucky
$28K – – –
RDFA
579
Ritter Daniher Financial Advisory
Ohio
$28K – – –
CFO
580
CVA Family Office
Colorado
$28K +$126 +6 +0.5%
NG
581
NWK Group
California
$28K +$1.4K +66 +5%
MSFP
582
Mark Sheptoff Financial Planning
Connecticut
$27K – – –
JHCP
583
Jackson Hole Capital Partners
Oklahoma
$27K – – –
BWA
584
BDO Wealth Advisors
Florida
$27K – – –
WOSD
585
WFA of San Diego
California
$27K +$27K +1,284 New
TCWA
586
Ten Capital Wealth Advisors
Washington
$26K – – –
WTC
587
WhitTier Trust Company
Nevada
$26K +$26K +1,233 New
MFA
588
Morling Financial Advisors
California
$25K – – –
GLLW
589
Graves Light Lenhart Wealth
Virginia
$23K – – –
COCM
590
Charter Oak Capital Management
New Hampshire
$22K – – –
FPB
591
First PREMIER Bank
South Dakota
$22K – – –
OIA
592
Optimum Investment Advisors
Illinois
$21K -$45.2K -2,130 -68%
LWANC
593
Laurel Wealth Advisors (North Carolina)
North Carolina
$20K +$1.23K +60 +7%
SC
594
SouthState Corp
Florida
$18K +$18K +888 New
PAI
595
Pittenger & Anderson Inc
Nebraska
$17K – – –
JFA
596
JNBA Financial Advisors
Minnesota
$17K – – –
CWM
597
Castle Wealth Management
Florida
$17K +$17K +831 New
TCM
598
Tradewinds Capital Management
Washington
$16K -$31.7K -1,563 -66%
HIA
599
Harbor Investment Advisory
Maryland
$16K – – –
BWM
600
Baystate Wealth Management
Massachusetts
$16K +$16K +768 New
22 23
24
25 26