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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
Morgan Stanley
New York
$83M
2
FFN
Focus Financial Network
Minnesota
$29.5M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$29.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$154M
5
MG
Mather Group
Illinois
$478M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.85B
2
SCA
Stuart Chaussee & Associates
California
$0
3
AG
Appleton Group
Wisconsin
$10.3M
4
SFS
Sowell Financial Services
Arkansas
$0
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRI
126
NFP Retirement Inc
California
$5.59M +$44.8K +1,881 +0.8%
AAS
127
Avantax Advisory Services
Texas
$5.56M +$273K +11,460 +5%
FFP
128
Forbes Financial Planning
Rhode Island
$5.54M +$422K +17,829 +8%
SWA
129
Stratos Wealth Advisors
Ohio
$5.46M -$435K -18,261 -7%
AIP
130
Almanack Investment Partners
Pennsylvania
$5.32M -$6.74M -283,158 -56%
HWM
131
HB Wealth Management
Georgia
$5.29M +$422K +17,712 +9%
FAIM
132
Financial Advocates Investment Management
Washington
$5.25M +$428K +17,991 +9%
BDWCC
133
B&D White Capital Company
Texas
$5.21M -$155K -6,519 -3%
IFS
134
Ifrah Financial Services
Arkansas
$5.19M -$9.14K -384 -0.2%
GWM
135
GSB Wealth Management
Connecticut
$5.14M +$900K +37,815 +21%
CG
136
Colony Group
Massachusetts
$5.13M +$2.36M +99,375 +85%
SWM
137
SeaCrest Wealth Management
New York
$5.06M -$66.8K -2,808 -1%
SS
138
Sunbelt Securities
Texas
$5.05M +$136K +5,634 +3%
RJA
139
Raymond James & Associates
Florida
$4.96M +$2.35M +98,589 +90%
ACA
140
Affinity Capital Advisors
California
$4.92M -$134K -5,634 -3%
CMP
141
Courage Miller Partners
Virginia
$4.82M +$134K +5,613 +3%
GPFA
142
Game Plan Financial Advisors
Ohio
$4.63M -$21.2K -891 -0.5%
SF
143
Summit Financial
New Jersey
$4.6M -$70.3K -2,955 -2%
IA
144
IFP Advisors
Florida
$4.44M +$2.68M +148,689 +153%
CA
145
Continuum Advisory
Idaho
$4.39M +$4.52K +201 +0.1%
ECG
146
Edge Capital Group
Georgia
$4.38M +$387K +16,272 +10%
EWA
147
EP Wealth Advisors
California
$4.28M +$643K +27,024 +18%
SCA
148
Stonebridge Capital Advisors
Minnesota
$4.24M +$186K +7,815 +5%
SFG
149
StrategIQ Financial Group
Indiana
$4.18M -$3.43K -144 -0.1%
FVWA
150
Foster Victor Wealth Advisors
South Carolina
$4.04M +$51K +2,157 +1%
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