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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 %
PWM
151
Perigon Wealth Management
California
$4.03M +$323K +13,578 +9%
LFP
152
Leeward Financial Partners
Washington
$3.99M +$318K +13,377 +9%
CI
153
Conning Inc
Connecticut
$3.7M -$295K -12,411 -7%
SWM
154
Sculati Wealth Management
Michigan
$3.66M +$160K +6,723 +5%
CFA
155
Cahill Financial Advisors
Minnesota
$3.61M -$1.09M -45,966 -23%
BBPWM
156
Blue Bell Private Wealth Management
Pennsylvania
$3.59M +$23.8K +999 +0.7%
AA
157
Apriem Advisors
California
$3.59M +$244K +10,260 +7%
AC
158
Avant Capital
Louisiana
$3.57M +$196K +8,220 +6%
BWL
159
Bogart Wealth LLC
Virginia
$3.56M +$479K +20,136 +16%
MMHP
160
Murphy Middleton Hinkle & Parker
Georgia
$3.55M +$233K +9,789 +7%
SF
161
Safeguard Financial
Wisconsin
$3.55M +$3.55M +149,259 New
CSPIA
162
Cary Street Partners Investment Advisory
Virginia
$3.54M +$171K +7,197 +5%
GWA
163
GGM Wealth Advisors
Maryland
$3.45M +$3.45M +144,036 New
Goldman Sachs
164
Goldman Sachs
New York
$3.44M +$3.44M +144,597 New
Koshinski Asset Management
165
Koshinski Asset Management
Illinois
$3.42M +$761K +31,959 +29%
VBWMG
166
Von Berge Wealth Management Group
California
$3.42M +$63.6K +2,688 +2%
HIF
167
Hill Island Financial
Michigan
$3.36M -$22.6K -951 -0.7%
Truist Financial
168
Truist Financial
North Carolina
$3.36M +$1.02M +42,948 +44%
BCM
169
Barden Capital Management
Texas
$3.3M +$218K +9,153 +7%
PA
170
Parallel Advisors
California
$3.29M -$30.8K -1,278 -0.9%
RCIM
171
Red Cedar Investment Management
Michigan
$3.29M – – –
DP
172
DDD Partners
Washington
$3.27M +$186K +7,812 +6%
AWG
173
Altus Wealth Group
Colorado
$3.25M +$194K +8,148 +6%
BWM
174
BerganKDV Wealth Management
Minnesota
$3.25M -$74.6K -3,135 -2%
ACG
175
Allen Capital Group
Nebraska
$3.25M +$73.8K +3,099 +2%
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