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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 %
VT
651
Vise Technologies
New York
– -$332K -13,953 Closed
WFAG
652
Wescott Financial Advisory Group
Pennsylvania
– -$262K -11,001 Closed
VCWA
653
Vanguard Capital Wealth Advisors
Colorado
– -$261K -10,968 Closed
PCA
654
Personal Capital Advisors
California
– -$248K -10,431 Closed
CL
655
Choreo LLC
Illinois
– -$244K -10,260 Closed
AWA
656
Arkadios Wealth Advisors
Georgia
– -$229K -9,615 Closed
SFG
657
Synergy Financial Group
California
– -$226K -9,501 Closed
PFM
658
Parsec Financial Management
North Carolina
– -$224K -9,414 Closed
CA
659
Cambridge Advisors
Nebraska
– -$221K -9,303 Closed
JAG
660
Journey Advisory Group
Kentucky
– -$217K -9,108 Closed
SW
661
SlateStone Wealth
Florida
– -$215K -9,036 Closed
AC
662
Apella Capital
Connecticut
– -$215K -9,024 Closed
VWA
663
V Wealth Advisors
Kansas
– -$215K -9,018 Closed
SNBOSD
664
Security National Bank of So Dak
Iowa
– -$211K -8,883 Closed
LW
665
Linscomb Wealth
Texas
– -$210K -8,805 Closed
GLA
666
Good Life Advisors
Pennsylvania
– -$207K -8,712 Closed
SA
667
Strategic Advisors
New York
– -$205K -8,628 Closed
MC
668
Matisse Capital
Oregon
– -$205K -8,604 Closed
CWS
669
Cypress Wealth Services
California
– -$205K -8,595 Closed
WI
670
Wedgewood Investors
Pennsylvania
– -$204K -8,559 Closed
CF
671
Centaurus Financial
California
– -$118K -4,968 Closed
MAM
672
McCarthy Asset Management
California
– -$114K -4,803 Closed
SW
673
SVB Wealth
Massachusetts
– -$68K -2,880 Closed
EWM
674
EPG Wealth Management
Georgia
– -$62K -2,598 Closed
EA
675
Evolution Advisers
Virginia
– -$44K -1,857 Closed
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