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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 %
BlackRock
76
BlackRock
New York
$11M -$406K -17,061 -4%
CAM
77
Cresset Asset Management
Illinois
$10.5M +$195K +8,175 +2%
AG
78
Appleton Group
Wisconsin
$10.3M -$9.68M -406,593 -48%
PP
79
PrairieView Partners
Minnesota
$9.95M +$172K +7,227 +2%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$9.92M +$198K +8,316 +2%
ST
81
Spinnaker Trust
Maine
$9.72M +$438K +18,405 +5%
HSA
82
HBK Sorce Advisory
Pennsylvania
$9.42M -$425K -17,856 -4%
SFA
83
Seneca Financial Advisors
New York
$9.35M +$464K +19,479 +5%
GIA
84
Gladstone Institutional Advisory
Florida
$9.29M -$511K -21,468 -5%
SFA
85
Sequoia Financial Advisors
Ohio
$9.28M -$32.2K -1,353 -0.3%
RDIA
86
RE Dickinson Investment Advisors
Iowa
$9.27M +$9.2M +386,565 +12,214%
WFA
87
Wipfli Financial Advisors
Wisconsin
$9.08M -$105K -4,416 -1%
HG
88
Harbor Group
New Hampshire
$8.82M -$300K -12,606 -3%
PFWA
89
Paces Ferry Wealth Advisors
Georgia
$8.74M +$511K +21,462 +6%
TNA
90
True North Advisors
Texas
$8.73M +$448K +18,840 +5%
FA
91
Financial Advisors
Massachusetts
$8.71M +$1.03M +43,443 +13%
5L
92
55I LLC
Massachusetts
$8.66M +$4.74M +199,218 +121%
GSIS
93
Global Strategic Investment Solutions
Arizona
$8.49M -$1.28M -53,805 -13%
CP
94
Capital Planning
Washington
$8.34M +$115K +4,836 +1%
CAG
95
Curtis Advisory Group
California
$8.3M +$108K +4,524 +1%
GCP
96
Gill Capital Partners
Colorado
$7.92M +$195K +8,178 +3%
WPIC
97
White Pine Investment Company
Michigan
$7.85M +$94.7K +3,981 +1%
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$7.84M -$1.73M -72,873 -18%
SAF
99
Smith Anglin Financial
Texas
$7.67M +$1.42M +59,808 +23%
WP
100
WealthShield Partners
North Carolina
$7.66M +$7.66M +321,690 New
2 3
4
5 6