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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 %
CWA
651
Centennial Wealth Advisory
Michigan
– -$275K -11,277 Closed
MAWAG
652
Mid-American Wealth Advisory Group
Missouri
– -$255K -10,434 Closed
TFA
653
Trinity Financial Advisors
Ohio
– -$248K -10,164 Closed
CCA
654
Clearwater Capital Advisors
Illinois
– -$246K -10,071 Closed
PA
655
PFG Advisors
Arizona
– -$246K -10,065 Closed
EA
656
Elm Advisors
California
– -$245K -10,050 Closed
SB
657
Strategic Blueprint
Georgia
– -$245K -10,026 Closed
SHA
658
Seneca House Advisors
Virginia
– -$231K -9,480 Closed
BRWA
659
B. Riley Wealth Advisors
Florida
– -$232K -9,438 Closed
KCPG
660
Kavar Capital Partners Group
Kansas
– -$229K -9,378 Closed
WP
661
WealthPLAN Partners
Nebraska
– -$220K -9,273 Closed
AWA
662
Aquire Wealth Advisors
Utah
– -$225K -9,210 Closed
IB
663
Intrust Bank
Kansas
– -$205K -8,385 Closed
MWM
664
Mission Wealth Management
California
– -$203K -8,310 Closed
LFS
665
Lutz Financial Services
Nebraska
– -$202K -8,277 Closed
IAA
666
Independent Advisor Alliance
North Carolina
– -$201K -8,238 Closed
GWM
667
Geneos Wealth Management
Colorado
– -$193K -7,914 Closed
TCWM
668
Total Clarity Wealth Management
Illinois
– -$189K -7,755 Closed
CCM
669
Chilton Capital Management
Texas
– -$156K -6,399 Closed
EVM
670
Eaton Vance Management
Massachusetts
– -$141K -5,772 Closed
CSWM
671
Cassady Schiller Wealth Management
Ohio
– -$93K -3,795 Closed
FFG
672
Ford Financial Group
California
– -$79 -3,240 Closed
SFM
673
Signet Financial Management
New Jersey
– -$60K -2,451 Closed
TCM
674
TD Capital Management
Tennessee
– -$51K -2,079 Closed
CA
675
Cornerstone Advisory
Maryland
– -$44K -1,800 Closed
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