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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.

New
Increased
Maintained
Reduced
Closed
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
SEI Investments
Pennsylvania
+$266M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$138M
3
MG
Mather Group
Illinois
+$35M
4
Osaic Holdings
Osaic Holdings
Arizona
+$25.2M
5
NQWM
Northwest Quadrant Wealth Management
Oregon
+$17.1M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$30.8M
2
KAS
Kestra Advisory Services
Texas
-$30.2M
3
Ameriprise
Ameriprise
Minnesota
-$13.3M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$11.3M
5
KF
Krilogy Financial
Missouri
-$8.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
126
WealthTrust Asset Management
Florida
$5.37M -$6.08K -249 -0.1%
IFS
127
Ifrah Financial Services
Arkansas
$5.33M +$85.1K +3,486 +2%
FFP
128
Forbes Financial Planning
Rhode Island
$5.28M +$5.28M +216,060 New
SWM
129
SeaCrest Wealth Management
New York
$5.25M -$259K -10,599 -5%
FCC
130
Flower City Capital
New York
$5.22M +$5.22M +137,535 New
ACA
131
Affinity Capital Advisors
California
$5.19M -$937K -38,403 -15%
Royal Bank of Canada
132
Royal Bank of Canada
Ontario, Canada
$5.13M +$326K +13,350 +7%
ATWA
133
Arbor Trust Wealth Advisors
Michigan
$5.11M +$231K +9,459 +5%
SCM
134
Southport Capital Management
Tennessee
$5.01M +$5.01M +205,149 New
HWM
135
HB Wealth Management
Georgia
$4.99M +$4.99M +204,579 New
FAIM
136
Financial Advocates Investment Management
Washington
$4.95M +$465K +19,035 +10%
SS
137
Sunbelt Securities
Texas
$4.87M +$1.04M +43,314 +27%
RGF
138
Retirement Guys Formula
Ohio
$4.85M +$4.85M +198,729 New
CFA
139
Cahill Financial Advisors
Minnesota
$4.83M +$434K +17,781 +10%
CMP
140
Courage Miller Partners
Virginia
$4.81M +$266K +10,878 +6%
SF
141
Summit Financial
New Jersey
$4.79M -$32.5K -1,332 -0.7%
GPFA
142
Game Plan Financial Advisors
Ohio
$4.77M +$96.1K +3,936 +2%
CA
143
Continuum Advisory
Idaho
$4.76M +$505K +20,676 +12%
RFA
144
Reilly Financial Advisors
California
$4.62M -$148K -6,054 -3%
WA
145
WBH Advisory
Maryland
$4.46M +$4.46M +182,712 New
GWM
146
GSB Wealth Management
Connecticut
$4.35M +$319K +13,068 +8%
SFG
147
StrategIQ Financial Group
Indiana
$4.29M +$228K +9,360 +6%
FVWA
148
Foster Victor Wealth Advisors
South Carolina
$4.17M +$3.93K +159 +0.1%
SCA
149
Stonebridge Capital Advisors
Minnesota
$4.16M +$60.3K +2,469 +1%
ECG
150
Edge Capital Group
Georgia
$4.1M +$226K +9,243 +6%
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