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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 %
CMA
626
Cedar Mountain Advisors
Oregon
$3K – – –
AWM
627
Abound Wealth Management
Tennessee
$2.07K +$714 +30 +53%
BFC
628
Bedel Financial Consulting
Indiana
$2K -$2.45K -114 -55%
GWMIA
629
Global Wealth Management Investment Advisory
Florida
$2K – – –
RA
630
Rise Advisors
New York
$2K +$2K +87 New
WT
631
Washington Trust
Rhode Island
$2K +$2K +105 New
IHWM
632
Iron Horse Wealth Management
Iowa
$1K -$43.5K -1,044 -98%
NC
633
NewSquare Capital
Pennsylvania
$1K – – –
ODG
634
O'Dell Group
Ohio
$1K – – –
WWM
635
Wolff Wiese Magana
California
$1K – – –
First Manhattan
636
First Manhattan
New York
$1K +$1K +48 New
SIAP
637
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1K +$1K +51 New
SCA
638
Stuart Chaussee & Associates
California
– -$9.74M -399,234 Closed
SFS
639
Sowell Financial Services
Arkansas
– -$9.64M -394,929 Closed
BAM
640
Berkshire Asset Management
Pennsylvania
– -$3.99M -163,620 Closed
TWP
641
Transparent Wealth Partners
Arkansas
– -$3.83M -156,807 Closed
FCC
642
Flower City Capital
New York
– -$5.22M -137,535 Closed
Renaissance Technologies
643
Renaissance Technologies
New York
– -$1.63M -66,900 Closed
WSWA
644
Warren Street Wealth Advisors
California
– -$900K -36,867 Closed
SMA
645
Sage Mountain Advisors
Georgia
– -$686K -28,107 Closed
WF
646
Wayfinding Financial
Washington
– -$555K -24,027 Closed
NA
647
NewEdge Advisors
Louisiana
– -$483K -19,800 Closed
TWP
648
TFO Wealth Partners
Ohio
– -$329K -13,878 Closed
FA
649
Fountainhead AM
New Jersey
– -$324K -13,275 Closed
BFPW
650
BOK Financial Private Wealth
Colorado
– -$299K -12,243 Closed
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