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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.

New
Increased
Maintained
Reduced
Closed
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 %
PFO
101
Pathstone Family Office
New Jersey
$7.61M -$166K -6,996 -2%
LIM
102
Leavell Investment Management
Alabama
$7.6M +$337K +14,160 +5%
LC
103
LCNB Corp
Ohio
$7.55M +$372K +15,645 +5%
HI
104
Horizon Investments
North Carolina
$7.46M -$241K -10,122 -3%
SKK
105
Shepherd Kaplan Krochuk
Massachusetts
$7.4M -$1.02M -42,879 -12%
WAM
106
Weinberger Asset Management
California
$7.32M -$134K -5,625 -2%
TWP
107
Total Wealth Planning
Ohio
$7.24M -$3.41M -143,097 -32%
OWM
108
Opes Wealth Management
California
$7.21M -$133K -5,598 -2%
OCM
109
One Capital Management
California
$7.14M -$407K -17,109 -5%
EWM
110
Empirical Wealth Management
Washington
$7.08M +$208K +8,727 +3%
MCM
111
MAI Capital Management
Ohio
$6.97M -$73.7K -3,096 -1%
WA
112
WBH Advisory
Maryland
$6.94M +$2.7M +116,466 +64%
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$6.84M -$1.48M -62,166 -18%
FWM
114
Fortress Wealth Management
California
$6.83M +$534K +22,449 +8%
BDF
115
Black Diamond Financial
Maryland
$6.65M +$2.93M +123,051 +79%
RWM
116
RKL Wealth Management
Pennsylvania
$6.6M +$17.1K +717 +0.3%
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$6.51M +$1.52M +63,681 +30%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$6.45M -$94.7K -3,978 -1%
BAMG
119
Brand Asset Management Group
Missouri
$6.28M +$398K +16,740 +7%
MML Investors Services
120
MML Investors Services
Massachusetts
$6.15M +$152K +6,375 +3%
PAS
121
Park Avenue Securities
New York
$6.09M +$3.13M +131,721 +106%
ISWM
122
Independent Solutions Wealth Management
New York
$5.69M +$76.2K +3,201 +1%
ATWA
123
Arbor Trust Wealth Advisors
Michigan
$5.68M +$691K +29,016 +14%
GWS
124
Glassman Wealth Services
Virginia
$5.65M -$99.8K -4,194 -2%
RGF
125
Retirement Guys Formula
Ohio
$5.59M +$864K +36,300 +18%
3 4
5
6 7