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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 %
HSA
76
HBK Sorce Advisory
Pennsylvania
$10.1M +$27.1K +1,110 +0.3%
GIA
77
Gladstone Institutional Advisory
Florida
$10.1M +$636K +26,046 +7%
PP
78
PrairieView Partners
Minnesota
$10M -$170K -6,981 -2%
GSIS
79
Global Strategic Investment Solutions
Arizona
$10M +$2.23M +91,203 +29%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$9.97M -$592K -24,267 -6%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$9.82M -$2.59M -106,161 -21%
SCA
82
Stuart Chaussee & Associates
California
$9.74M +$9.74M +399,234 New
SFS
83
Sowell Financial Services
Arkansas
$9.64M +$470K +19,257 +5%
SFA
84
Sequoia Financial Advisors
Ohio
$9.56M +$5.2M +212,967 +119%
ST
85
Spinnaker Trust
Maine
$9.52M -$20.6K -846 -0.2%
WFA
86
Wipfli Financial Advisors
Wisconsin
$9.42M -$994K -40,713 -10%
HG
87
Harbor Group
New Hampshire
$9.36M -$272K -11,160 -3%
SFA
88
Seneca Financial Advisors
New York
$9.11M +$147K +6,006 +2%
NDSI
89
Newman Dignan & Sheerar Inc
Rhode Island
$9.1M -$265K -10,851 -3%
CGFA
90
Colton Groome Financial Advisors
North Carolina
$8.9M -$2.04M -83,412 -19%
SKK
91
Shepherd Kaplan Krochuk
Massachusetts
$8.64M -$1.44M -58,866 -14%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$8.53M -$821K -33,657 -9%
TNA
93
True North Advisors
Texas
$8.49M +$138K +5,649 +2%
PFWA
94
Paces Ferry Wealth Advisors
Georgia
$8.44M +$831K +34,062 +11%
CP
95
Capital Planning
Washington
$8.44M +$350K +14,328 +4%
CAG
96
Curtis Advisory Group
California
$8.4M +$273K +11,193 +3%
TWP
97
Total Wealth Planning
Ohio
$8.17M +$1.84M +100,767 +29%
PFO
98
Pathstone Family Office
New Jersey
$7.98M -$210K -8,586 -3%
WPIC
99
White Pine Investment Company
Michigan
$7.95M +$521K +21,333 +7%
GCP
100
Gill Capital Partners
Colorado
$7.93M +$308K +12,612 +4%
2 3
4
5 6