SCHV icon

Schwab US Large-Cap Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
EIP
601
Ellis Investment Partners
Pennsylvania
$13K +$119 +6 +0.9%
CA
602
CoreCap Advisors
Michigan
$13K +$13K +612 New
MWC
603
MBM Wealth Consultants
Missouri
$12K
CP
604
Corbenic Partners
Pennsylvania
$12K +$61 +3 +0.5%
TSWM
605
Tyler-Stone Wealth Management
Ohio
$11K +$64 +3 +0.6%
EL
606
EMFO LLC
Florida
$11K +$62 +3 +0.6%
CA
607
Clearstead Advisors
Ohio
$11K +$61 +3 +0.6%
CWA
608
Carolina Wealth Advisors
South Carolina
$10K +$625 +30 +7%
KFI
609
Key Financial Inc
Pennsylvania
$9K
RDIA
610
RE Dickinson Investment Advisors
Iowa
$8.88K +$770 +37,023 +9%
AIP
611
Ahrens Investment Partners
Louisiana
$7K +$58 +3 +0.8%
MBFW
612
Morton Brown Family Wealth
Pennsylvania
$7K +$7K +354 New
AWM
613
Aberdeen Wealth Management
Illinois
$6K
ODG
614
O'Dell Group
Ohio
$6K +$5.42K +252 +933%
MAM
615
Meeder Asset Management
Ohio
$5K -$20.4K -966 -80%
PIP
616
Peachtree Investment Partners
Florida
$5K
LDFR
617
Lehman & Derafelo Financial Resources
Pennsylvania
$5K +$5K +240 New
AAP
618
Arax Advisory Partners
Colorado
$4K -$459 -21 -10%
CCMW
619
Cypress Capital Management (Wyoming)
Wyoming
$4K
NMG
620
New Millennium Group
Utah
$4K +$4K +210 New
LB
621
Legacy Bridge
Iowa
$3K
CMA
622
Cedar Mountain Advisors
Oregon
$3K
BAM
623
Bellevue Asset Management
Washington
$3K
RA
624
Rise Advisors
New York
$2K
WT
625
Washington Trust
Rhode Island
$2K