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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 %
NSAM
176
North Star Asset Management
Wisconsin
$3.2M -$134K -5,619 -4%
CAWM
177
Capital Advisors Wealth Management
Washington
$3.14M +$2.37M +99,477 +308%
PAG
178
Private Advisor Group
New Jersey
$3.12M -$194K -8,166 -6%
SCM
179
Southport Capital Management
Tennessee
$2.99M -$1.89M -79,530 -39%
VFIC
180
Valley Forge Investment Consultants
Pennsylvania
$2.96M +$903K +37,956 +44%
EFG
181
Everhart Financial Group
Ohio
$2.95M -$30.6K -1,284 -1%
Citadel Advisors
182
Citadel Advisors
Florida
$2.93M +$2.93M +123,042 New
DAS
183
Dynamic Advisor Solutions
Arizona
$2.92M -$337K -14,175 -10%
SDWMA
184
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.92M +$131K +5,505 +5%
AWS
185
Atria Wealth Solutions
New York
$2.91M +$2.91M +122,370 New
ADL
186
Asset Dedication LLC
California
$2.9M -$182K -7,647 -6%
MFT
187
Moisand Fitzgerald Tamayo
Florida
$2.84M -$3.83M -160,830 -57%
PFA
188
Pure Financial Advisors
California
$2.81M -$106K -4,455 -4%
RJFSA
189
Raymond James Financial Services Advisors
Florida
$2.72M -$115K -4,845 -4%
TWM
190
Thrive Wealth Management
Pennsylvania
$2.67M +$386K +16,224 +17%
GRP
191
Global Retirement Partners
California
$2.65M +$2.65M +119,670 New
FANJ
192
Financial Architects (New Jersey)
New Jersey
$2.64M +$36.2K +1,521 +1%
ACA
193
Atlas Capital Advisors
Wyoming
$2.63M -$116K -4,857 -4%
FA
194
Fagan Associates
New York
$2.61M +$13.9K +585 +0.5%
Baird Financial Group
195
Baird Financial Group
Wisconsin
$2.6M +$1.54M +64,776 +145%
SFG
196
Sovereign Financial Group
Connecticut
$2.6M -$559K -23,505 -18%
WIC
197
Woodmont Investment Counsel
Tennessee
$2.55M -$55.3K -2,322 -2%
First Trust Advisors
198
First Trust Advisors
Illinois
$2.53M +$2.53M +106,098 New
MA
199
MBA Advisors
Pennsylvania
$2.52M +$184K +7,740 +8%
BFM
200
Broadview Financial Management
Wisconsin
$2.5M +$20.1K +843 +0.8%
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