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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

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

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$44.1M
2
Osaic Holdings
Osaic Holdings
Arizona
+$35.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.6M
4
SC
Savant Capital
Illinois
+$17.6M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$15.7M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$138M
2
Ameriprise
Ameriprise
Minnesota
-$58.5M
3
APP
Avantax Planning Partners
Iowa
-$36.5M
4
Morgan Stanley
Morgan Stanley
New York
-$30.2M
5
TWM
Tradition Wealth Management
Minnesota
-$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
151
Summit Financial
New Jersey
$3.89M -$133K -6,405 -3%
GWM
152
GSB Wealth Management
Connecticut
$3.88M -$612K -29,421 -14%
SCA
153
Stonebridge Capital Advisors
Minnesota
$3.68M -$28.2K -1,356 -0.8%
SFG
154
StrategIQ Financial Group
Indiana
$3.68M +$31K +1,491 +0.8%
SWM
155
Sculati Wealth Management
Michigan
$3.38M +$172K +8,250 +5%
BBPWM
156
Blue Bell Private Wealth Management
Pennsylvania
$3.33M +$188K +9,057 +6%
TWP
157
Transparent Wealth Partners
Arkansas
$3.29M +$3.29M +158,121 New
CFA
158
Cahill Financial Advisors
Minnesota
$3.29M +$129K +6,219 +4%
CSPIA
159
Cary Street Partners Investment Advisory
Virginia
$3.27M +$174K +8,379 +6%
SF
160
Safeguard Financial
Wisconsin
$3.26M +$151K +7,260 +5%
CI
161
Conning Inc
Connecticut
$3.23M – – –
BWL
162
Bogart Wealth LLC
Virginia
$3.23M +$115K +5,550 +4%
TWM
163
Thrive Wealth Management
Pennsylvania
$3.19M +$852K +40,956 +36%
VBWMG
164
Von Berge Wealth Management Group
California
$3.16M +$161K +7,773 +5%
AC
165
Avant Capital
Louisiana
$3.16M +$35.1K +1,686 +1%
Truist Financial
166
Truist Financial
North Carolina
$3.14M +$207K +9,951 +7%
Baird Financial Group
167
Baird Financial Group
Wisconsin
$3.11M +$836K +40,194 +37%
MMHP
168
Murphy Middleton Hinkle & Parker
Georgia
$3.08M -$24.5K -1,176 -0.8%
BCM
169
Barden Capital Management
Texas
$3.05M +$158K +7,593 +5%
DP
170
DDD Partners
Washington
$3.01M +$151K +7,275 +5%
AA
171
Apriem Advisors
California
$3M -$142K -6,810 -5%
EWA
172
EP Wealth Advisors
California
$2.99M -$754K -36,261 -20%
MWA
173
Martel Wealth Advisors
Washington
$2.98M +$1.74M +83,538 +140%
HIF
174
Hill Island Financial
Michigan
$2.96M +$17.1K +822 +0.6%
GWA
175
GGM Wealth Advisors
Maryland
$2.95M -$47.4K -2,277 -2%
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