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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 %
MWC
601
MBM Wealth Consultants
Missouri
$14K – – –
CP
602
Corbenic Partners
Pennsylvania
$14K +$71 +3 +0.5%
VNA
603
Valley National Advisers
Pennsylvania
$14K +$5.26K +222 +60%
EL
604
EMFO LLC
Florida
$13K – – –
CA
605
Clearstead Advisors
Ohio
$13K +$12.7K +522 +4,350%
TSWM
606
Tyler-Stone Wealth Management
Ohio
$12K – – –
KFI
607
Key Financial Inc
Pennsylvania
$11K – – –
CWA
608
Carolina Wealth Advisors
South Carolina
$11K – – –
Kayne Anderson Rudnick Investment Management
609
Kayne Anderson Rudnick Investment Management
California
$11K – – –
PFS
610
Prospera Financial Services
Texas
$11K +$11K +468 New
Optiver Holding
611
Optiver Holding
Netherlands
$9K -$4.95K -216 -35%
AIP
612
Ahrens Investment Partners
Louisiana
$9K – – –
NDSI
613
Newman Dignan & Sheerar Inc
Rhode Island
$8.69K -$176 -7,389 -2%
PFGIA
614
Patriot Financial Group Insurance Agency
Massachusetts
$8K -$643 -27 -7%
SFC
615
SYM Financial Corp
Indiana
$8K +$377 +15 +5%
TRCT
616
Tower Research Capital (TRC)
New York
$7K -$15.6K -627 -69%
AWM
617
Aberdeen Wealth Management
Illinois
$7K – – –
NWM
618
Nauset Wealth Management
Connecticut
$7K +$7K +300 New
PIP
619
Peachtree Investment Partners
Florida
$6K – – –
CCMW
620
Cypress Capital Management (Wyoming)
Wyoming
$5K -$2.73K -105 -35%
AAP
621
Arax Advisory Partners
Colorado
$5K +$515 +21 +11%
LB
622
Legacy Bridge
Iowa
$4K – – –
BAM
623
Bellevue Asset Management
Washington
$4K – – –
HS
624
Horan Securities
United States
$3K – – –
CMA
625
Cedar Mountain Advisors
Oregon
$3K – – –
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25
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