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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 %
HI
101
Horizon Investments
North Carolina
$7.9M -$7.15M -292,977 -48%
FA
102
Financial Advisors
Massachusetts
$7.87M +$1.73M +70,881 +28%
OCM
103
One Capital Management
California
$7.74M -$82K -3,360 -1%
WAM
104
Weinberger Asset Management
California
$7.64M +$7.64M +313,113 New
AWM
105
AE Wealth Management
Kansas
$7.58M +$122K +4,986 +2%
OWM
106
Opes Wealth Management
California
$7.53M -$1.89M -77,301 -20%
LIM
107
Leavell Investment Management
Alabama
$7.45M +$312K +12,777 +4%
LC
108
LCNB Corp
Ohio
$7.36M +$487K +19,938 +7%
MCM
109
MAI Capital Management
Ohio
$7.23M -$263K -10,767 -4%
EWM
110
Empirical Wealth Management
Washington
$7.05M +$209K +8,568 +3%
MFT
111
Moisand Fitzgerald Tamayo
Florida
$6.84M -$2.44M -100,131 -26%
RWM
112
RKL Wealth Management
Pennsylvania
$6.76M -$125K -5,103 -2%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$6.71M +$418K +17,145 +7%
PPA
114
Parametric Portfolio Associates
Washington
$6.66M +$6.66M +272,670 New
FWM
115
Fortress Wealth Management
California
$6.46M +$6.46M +264,666 New
SAF
116
Smith Anglin Financial
Texas
$6.41M -$329K -13,473 -5%
MML Investors Services
117
MML Investors Services
Massachusetts
$6.15M +$588K +24,096 +11%
SWA
118
Stratos Wealth Advisors
Ohio
$6.04M +$44.4K +1,818 +0.7%
BAMG
119
Brand Asset Management Group
Missouri
$6.03M +$12.7K +522 +0.2%
GWS
120
Glassman Wealth Services
Virginia
$5.9M -$74.6K -3,057 -1%
KNFPWM
121
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$5.77M +$5.77M +236,445 New
ISWM
122
Independent Solutions Wealth Management
New York
$5.76M +$143K +5,850 +3%
NRI
123
NFP Retirement Inc
California
$5.69M +$318K +13,047 +6%
BDWCC
124
B&D White Capital Company
Texas
$5.5M -$11.9K -486 -0.2%
AAS
125
Avantax Advisory Services
Texas
$5.41M +$3.58M +146,577 +195%
3 4
5
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