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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.

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
1
Morgan Stanley
New York
$83M
2
FFN
2
Focus Financial Network
Minnesota
$29.5M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$29.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$154M
5
MG
5
Mather Group
Illinois
$478M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.85B
2
SCA
2
Stuart Chaussee & Associates
California
$0
3
AG
3
Appleton Group
Wisconsin
$10.3M
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
XF
51
XML Financial
Maryland
$18.7M +$4.34M +182,247 +30%
ACA
52
Ackerman Capital Advisors
Texas
$18.4M -$34.4K -1,446 -0.2%
Creative Planning
53
Creative Planning
Kansas
$17.8M +$6.47M +271,992 +57%
SWRP
54
Summit Wealth & Retirement Planning
California
$17.5M -$1.02M -42,978 -6%
SFG
55
Sage Financial Group
Pennsylvania
$17.4M +$1.47M +61,854 +9%
GC
56
Garde Capital
Washington
$17.3M -$2.21K -93 -0%
PA
57
Prism Advisors
California
$17M +$519K +21,819 +3%
CAN
58
Cetera Advisor Networks
California
$16.9M -$656K -27,555 -4%
WIA
59
World Investment Advisors
California
$16.4M -$629K -26,421 -4%
GIA
60
GHP Investment Advisors
Colorado
$16.4M +$531K +22,308 +3%
NCMW
61
Northern Capital Management (Washington)
Washington
$15.7M +$1.19M +49,878 +8%
BHB
62
Bank Hapoalim BM
Israel
$15.1M +$15.1M +636,000 New
IWA
63
IVC Wealth Advisors
Pennsylvania
$14.8M +$411K +17,265 +3%
GB
64
Goepper Burkhardt
South Carolina
$14.2M +$531K +22,305 +4%
FAN
65
Financial Advisors Network
California
$13.9M +$790K +33,183 +6%
MA
66
Mutual Advisors
Nebraska
$13.3M -$484K -20,340 -4%
DP
67
Denver PWM
Colorado
$13.2M +$73.1K +3,060 +0.6%
IAN
68
Integrated Advisors Network
Texas
$13.2M +$22.8K +957 +0.2%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$13.2M -$9.61M -404,004 -42%
CWA
70
Cornerstone Wealth Advisors
Minnesota
$12.9M -$345K -14,490 -3%
PCIA
71
Prime Capital Investment Advisors
Kansas
$12.7M – – –
CCMG
72
Clark Capital Management Group
Pennsylvania
$11.9M +$797K +33,501 +7%
KAS
73
Kestra Advisory Services
Texas
$11.6M +$216K +9,057 +2%
CGFA
74
Colton Groome Financial Advisors
North Carolina
$11.3M +$2.66M +111,840 +31%
TCPWM
75
Traverso Chambers Private Wealth Management
California
$11.1M -$284K -11,916 -3%
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