SCHV icon

Schwab US Large-Cap Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
101
Perigon Wealth Management
California
$6.74M +$3.22M +154,968 +92%
WP
102
WealthShield Partners
North Carolina
$6.72M +$23.7K +1,137 +0.4%
SAF
103
Smith Anglin Financial
Texas
$6.7M -$6.74K -324 -0.1%
SKK
104
Shepherd Kaplan Krochuk
Massachusetts
$6.68M +$210K +10,095 +3%
WPIC
105
White Pine Investment Company
Michigan
$6.67M -$192K -9,234 -3%
TWP
106
Total Wealth Planning
Ohio
$6.66M +$327K +15,738 +5%
PAS
107
Park Avenue Securities
New York
$6.62M +$1.29M +62,178 +24%
LC
108
LCNB Corp
Ohio
$6.52M -$79.2K -3,807 -1%
WFA
109
Wipfli Financial Advisors
Wisconsin
$6.42M -$1.52M -72,834 -19%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$6.33M +$686K +32,979 +12%
5L
111
55I LLC
Massachusetts
$6.22M -$1.35M -65,094 -18%
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$6.2M -$653K -31,392 -10%
SPI
113
Santori & Peters Inc
Pennsylvania
$6.18M +$4.88M +234,375 +373%
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$6.17M +$476K +22,875 +8%
BDF
115
Black Diamond Financial
Maryland
$6.16M +$343K +16,476 +6%
MCM
116
MAI Capital Management
Ohio
$6.12M +$18.7K +897 +0.3%
OCM
117
One Capital Management
California
$6.1M -$143K -6,864 -2%
OWM
118
Opes Wealth Management
California
$6.02M -$282K -13,533 -4%
RWM
119
RKL Wealth Management
Pennsylvania
$5.98M +$206K +9,888 +4%
BAMG
120
Brand Asset Management Group
Missouri
$5.89M +$396K +19,044 +7%
NRI
121
NFP Retirement Inc
California
$5.6M +$713K +34,284 +15%
BMM
122
Berkshire Money Management
Massachusetts
$5.42M +$5.42M +260,391 New
ASI
123
Advisory Services & Investments
Oregon
$5.35M -$12.4M -596,751 -70%
ISWM
124
Independent Solutions Wealth Management
New York
$5.31M +$335K +16,095 +7%
ATWA
125
Arbor Trust Wealth Advisors
Michigan
$5.24M +$273K +13,113 +5%