SCHV icon

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
$378M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.96B
3
MG
Mather Group
Illinois
$471M
4
Osaic Holdings
Osaic Holdings
Arizona
$356M
5
NQWM
Northwest Quadrant Wealth Management
Oregon
$17.4M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$30.2M
2
KAS
Kestra Advisory Services
Texas
$11.6M
3
Ameriprise
Ameriprise
Minnesota
$112M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$2.9M
5
KF
Krilogy Financial
Missouri
$79.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
151
Conning Inc
Connecticut
$4.09M +$486K +19,914 +13%
5L
152
55I LLC
Massachusetts
$4.02M +$1.37M +56,250 +52%
BAM
153
Berkshire Asset Management
Pennsylvania
$3.99M -$9.01K -369 -0.2%
TWP
154
Transparent Wealth Partners
Arkansas
$3.83M +$3.83M +156,807 New
BDF
155
Black Diamond Financial
Maryland
$3.82M +$1.21M +49,416 +46%
PWM
156
Perigon Wealth Management
California
$3.8M +$335K +13,737 +10%
LFP
157
Leeward Financial Partners
Washington
$3.76M +$3.76M +154,119 New
EWA
158
EP Wealth Advisors
California
$3.73M +$121K +4,944 +3%
BBPWM
159
Blue Bell Private Wealth Management
Pennsylvania
$3.66M -$133K -5,463 -4%
SWM
160
Sculati Wealth Management
Michigan
$3.59M +$70.6K +2,895 +2%
HIF
161
Hill Island Financial
Michigan
$3.47M +$3.47M +142,251 New
AC
162
Avant Capital
Louisiana
$3.46M +$3.46M +141,822 New
CSPIA
163
Cary Street Partners Investment Advisory
Virginia
$3.46M -$102K -4,185 -3%
AA
164
Apriem Advisors
California
$3.43M +$34.8K +1,425 +1%
NSAM
165
North Star Asset Management
Wisconsin
$3.42M -$27.4K -1,122 -0.8%
BWM
166
BerganKDV Wealth Management
Minnesota
$3.41M -$182K -7,446 -5%
MMHP
167
Murphy Middleton Hinkle & Parker
Georgia
$3.4M +$109K +4,473 +3%
PAG
168
Private Advisor Group
New Jersey
$3.4M -$1.93M -78,945 -36%
RCIM
169
Red Cedar Investment Management
Michigan
$3.38M – – –
PA
170
Parallel Advisors
California
$3.36M +$761K +31,176 +29%
VBWMG
171
Von Berge Wealth Management Group
California
$3.36M +$3.36M +141,792 New
DAS
172
Dynamic Advisor Solutions
Arizona
$3.34M -$727K -29,781 -18%
VC
173
Veery Capital
Delaware
$3.29M +$554K +22,704 +20%
ACG
174
Allen Capital Group
Nebraska
$3.26M -$27.7K -1,137 -0.8%
SFG
175
Sovereign Financial Group
Connecticut
$3.24M -$80.6K -3,303 -2%
5 6
7
8 9