SCHV icon

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 %
CP
601
Corbenic Partners
Pennsylvania
$14K +$14K +588 New
MWC
602
MBM Wealth Consultants
Missouri
$13K – – –
COCM
603
Charter Oak Capital Management
New Hampshire
$13K – – –
EL
604
EMFO LLC
Florida
$13K +$74 +3 +0.6%
Citigroup
605
Citigroup
New York
$13K +$5.42K +225 +71%
TSWM
606
Tyler-Stone Wealth Management
Ohio
$12K +$12K +510 New
CWA
607
Carolina Wealth Advisors
South Carolina
$11K -$220 -9 -2%
Kayne Anderson Rudnick Investment Management
608
Kayne Anderson Rudnick Investment Management
California
$11K – – –
BAM
609
Barrett Asset Management
New York
$11K – – –
KFI
610
Key Financial Inc
Pennsylvania
$11K – – –
VNA
611
Valley National Advisers
Pennsylvania
$9K – – –
PFGIA
612
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$3.05K +123 +51%
AIP
613
Ahrens Investment Partners
Louisiana
$9K +$9K +357 New
FFA
614
Founders Financial Alliance
North Carolina
$8K – – –
Simplex Trading
615
Simplex Trading
Illinois
$7K -$11K -471 -61%
CCMW
616
Cypress Capital Management (Wyoming)
Wyoming
$7K +$2.48K +105 +55%
AWM
617
Aberdeen Wealth Management
Illinois
$7K +$7K +300 New
AWA
618
Amplius Wealth Advisors
Pennsylvania
$7K +$7K +300 New
SFC
619
SYM Financial Corp
Indiana
$7K +$7K +303 New
PIP
620
Peachtree Investment Partners
Florida
$6K – – –
BFC
621
Bedel Financial Consulting
Indiana
$5K +$2.75K +114 +123%
AAP
622
Arax Advisory Partners
Colorado
$4K -$45.6K -2,085 -92%
BAM
623
Bellevue Asset Management
Washington
$4K – – –
LB
624
Legacy Bridge
Iowa
$4K – – –
CMA
625
Cedar Mountain Advisors
Oregon
$3K -$146 -6 -5%
23 24
25
26 27