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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
$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 %
DP
176
DDD Partners
Washington
$3.17M +$94.2K +3,861 +3%
BCM
177
Barden Capital Management
Texas
$3.17M +$3.17M +129,672 New
BWL
178
Bogart Wealth LLC
Virginia
$3.16M +$185K +7,563 +6%
ADL
179
Asset Dedication LLC
California
$3.16M -$911K -37,344 -22%
AWG
180
Altus Wealth Group
Colorado
$3.14M +$627K +25,680 +25%
EFG
181
Everhart Financial Group
Ohio
$3.06M +$318K +13,038 +12%
PAS
182
Park Avenue Securities
New York
$3.03M -$446K -18,276 -13%
PFA
183
Pure Financial Advisors
California
$2.99M +$88.4K +3,624 +3%
RJFSA
184
Raymond James Financial Services Advisors
Florida
$2.9M -$11.3M -464,928 -80%
SDWMA
185
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.86M +$166K +6,792 +6%
CG
186
Colony Group
Massachusetts
$2.84M -$2.57M -105,198 -47%
ACA
187
Atlas Capital Advisors
Wyoming
$2.82M -$491K -20,127 -15%
Koshinski Asset Management
188
Koshinski Asset Management
Illinois
$2.73M +$402K +16,452 +17%
RJA
189
Raymond James & Associates
Florida
$2.69M +$510K +20,880 +23%
WIC
190
Woodmont Investment Counsel
Tennessee
$2.67M +$30.8K +1,260 +1%
FANJ
191
Financial Architects (New Jersey)
New Jersey
$2.67M +$14.3K +585 +0.5%
FA
192
Fagan Associates
New York
$2.66M -$48.2K -1,974 -2%
WSTAM
193
Wilbanks Smith & Thomas Asset Management
Virginia
$2.6M -$194K -7,947 -7%
BFM
194
Broadview Financial Management
Wisconsin
$2.55M -$52K -2,130 -2%
PWA
195
Providence Wealth Advisors
Illinois
$2.51M +$232K +9,450 +10%
BWM
196
BCS Wealth Management
Tennessee
$2.49M +$472K +19,323 +23%
Truist Financial
197
Truist Financial
North Carolina
$2.4M +$415K +17,016 +21%
MA
198
MBA Advisors
Pennsylvania
$2.4M +$90.9K +3,726 +4%
IA
199
IFP Advisors
Florida
$2.38M +$122K +4,977 +5%
TWM
200
Thrive Wealth Management
Pennsylvania
$2.35M +$2.35M +96,147 New
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