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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

643 hedge funds and large institutions have $7.14B invested in Schwab US Large-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 262 increasing their positions, 171 reducing their positions, and 22 closing their positions.

Holders
643
Holders Change
+78
Holders Change %
+13.81%
% of All Funds
9.93%
Holding in Top 10
65
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+16.07%
% of All Funds
1%
New
112
Increased
262
Reduced
171
Closed
22
Calls
$404K
Puts
–
Net Calls
+$404K
Net Calls Change
+$148K

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$378M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.96B
3
MG
3
Mather Group
Illinois
$471M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$356M
5
NQWM
5
Northwest Quadrant Wealth Management
Oregon
$17.4M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$30.2M
2
KAS
2
Kestra Advisory Services
Texas
$11.6M
3
Ameriprise
3
Ameriprise
Minnesota
$112M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.9M
5
KF
5
Krilogy Financial
Missouri
$79.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
51
Garde Capital
Washington
$17.7M +$136K +5,571 +0.8%
NQWM
52
Northwest Quadrant Wealth Management
Oregon
$17.4M +$17.1M +700,749 +6,478%
WIA
53
World Investment Advisors
California
$17.1M +$16.5M +690,690 +2,788%
PA
54
Prism Advisors
California
$16.9M +$340K +13,914 +2%
SFG
55
Sage Financial Group
Pennsylvania
$16.4M +$227K +9,315 +1%
GIA
56
GHP Investment Advisors
Colorado
$16.2M +$321K +13,140 +2%
NCMW
57
Northern Capital Management (Washington)
Washington
$14.9M -$22.8K -933 -0.2%
XF
58
XML Financial
Maryland
$14.8M +$545K +22,326 +4%
IWA
59
IVC Wealth Advisors
Pennsylvania
$14.7M +$800K +32,781 +6%
MA
60
Mutual Advisors
Nebraska
$14.2M -$69.5K -2,847 -0.5%
GB
61
Goepper Burkhardt
South Carolina
$14M +$783K +32,091 +6%
CWA
62
Cornerstone Wealth Advisors
Minnesota
$13.6M +$703K +28,800 +5%
IAN
63
Integrated Advisors Network
Texas
$13.5M +$367K +15,057 +3%
DP
64
Denver PWM
Colorado
$13.5M +$1.02M +41,952 +8%
FAN
65
Financial Advisors Network
California
$13.4M +$1.18M +48,384 +10%
PCIA
66
Prime Capital Investment Advisors
Kansas
$12.7M +$2.59M +106,002 +26%
AIP
67
Almanack Investment Partners
Pennsylvania
$12.4M -$861K -35,256 -7%
BlackRock
68
BlackRock
New York
$11.7M -$573K -23,466 -5%
KAS
69
Kestra Advisory Services
Texas
$11.6M -$30.2M -1,235,367 -72%
TCPWM
70
Traverso Chambers Private Wealth Management
California
$11.6M -$51.2K -2,097 -0.4%
Creative Planning
71
Creative Planning
Kansas
$11.6M -$3.04M -124,578 -21%
BPA
72
Beacon Pointe Advisors
California
$11.5M -$33.6K -1,377 -0.3%
CCMG
73
Clark Capital Management Group
Pennsylvania
$11.4M +$632K +25,902 +6%
SBL
74
Sargent Bickham Lagudis
Colorado
$10.9M +$683K +27,990 +7%
CAM
75
Cresset Asset Management
Illinois
$10.5M +$2.23M +91,245 +27%
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