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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 %
Creative Planning
51
Creative Planning
Kansas
$15.7M +$167K +8,049 +1%
SWRP
52
Summit Wealth & Retirement Planning
California
$15.6M +$368K +17,670 +2%
CI
53
CX Institutional
Indiana
$15.6M -$5.39M -259,149 -26%
KAS
54
Kestra Advisory Services
Texas
$15.5M +$5.39M +258,903 +53%
SAMC
55
Spectrum Asset Management (California)
California
$15.3M -$3.2M -153,627 -17%
PCIA
56
Prime Capital Investment Advisors
Kansas
$15.2M +$4.4M +211,437 +41%
GIA
57
GHP Investment Advisors
Colorado
$14.9M +$601K +28,884 +4%
ACA
58
Ackerman Capital Advisors
Texas
$14.8M -$1.24M -59,523 -8%
PA
59
Prism Advisors
California
$14.7M -$187K -8,967 -1%
GC
60
Garde Capital
Washington
$13.9M -$1.18M -56,754 -8%
CAN
61
Cetera Advisor Networks
California
$13.5M -$1.31M -62,922 -9%
BHB
62
Bank Hapoalim BM
Israel
$13.2M – – –
DP
63
Denver PWM
Colorado
$12.3M +$731K +35,016 +6%
GB
64
Goepper Burkhardt
South Carolina
$12.1M -$296K -14,241 -2%
FAN
65
Financial Advisors Network
California
$12M -$152K -7,299 -1%
IWA
66
IVC Wealth Advisors
Pennsylvania
$11.9M -$991K -47,628 -8%
IAN
67
Integrated Advisors Network
Texas
$11.7M +$165K +7,929 +1%
WCA
68
Waypoint Capital Advisors
Minnesota
$11.5M +$11.5M +554,448 New
MA
69
Mutual Advisors
Nebraska
$11.4M -$278K -13,380 -2%
CWA
70
Cornerstone Wealth Advisors
Minnesota
$11.2M -$60.5K -2,907 -0.5%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$10.6M -$941K -45,216 -8%
TCPWM
72
Traverso Chambers Private Wealth Management
California
$9.88M +$213K +10,227 +2%
SFA
73
Seneca Financial Advisors
New York
$9.47M +$1.3M +62,535 +16%
CAM
74
Cresset Asset Management
Illinois
$9.31M +$241K +11,700 +3%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$9.15M +$477K +22,938 +6%
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