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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 %
RA
626
Rise Advisors
New York
$2K – – –
HS
627
Horan Securities
United States
$2K +$54 +3 +3%
AWM
628
Abound Wealth Management
Tennessee
$1.81K – – –
BRWM
629
B. Riley Wealth Management
Tennessee
$1.19K +$236 +11,337 +25%
WWM
630
Wolff Wiese Magana
California
$1K – – –
NC
631
NewSquare Capital
Pennsylvania
$1K – – –
SIAP
632
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1K – – –
BIA
633
Bell Investment Advisors
California
$1K +$1K +27 New
FCAS
634
First Command Advisory Services
Texas
$1K +$1K +30 New
CMP
635
Coston McIsaac & Partners
Maine
$1K +$1K +60 New
Bank of Montreal
636
Bank of Montreal
Ontario, Canada
$977 -$27 -1,233 -3%
IAIM
637
International Assets Investment Management
Florida
$701 +$2 +84 +0.2%
TWM
638
Tradition Wealth Management
Minnesota
– -$19.8M -830,766 Closed
BDWCC
639
B&D White Capital Company
Texas
– -$5.21M -218,829 Closed
FVWA
640
Foster Victor Wealth Advisors
South Carolina
– -$4.04M -170,763 Closed
Citadel Advisors
641
Citadel Advisors
Florida
– -$2.93M -123,042 Closed
ADL
642
Asset Dedication LLC
California
– -$2.9M -121,809 Closed
FANJ
643
Financial Architects (New Jersey)
New Jersey
– -$2.64M -110,742 Closed
Dimensional Fund Advisors
644
Dimensional Fund Advisors
Texas
– -$611K -25,665 Closed
FTUS
645
Flow Traders U.S.
New York
– -$555K -23,310 Closed
MAG
646
Mayfair Advisory Group
Alabama
– -$478K -20,034 Closed
SCA
647
Scott Capital Advisors
Oregon
– -$443K -18,600 Closed
AA
648
Argent Advisors
Louisiana
– -$405K -17,025 Closed
JCM
649
Jacobsen Capital Management
Utah
– -$402K -16,896 Closed
MOS
650
MGO One Seven
Ohio
– -$373K -15,657 Closed
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