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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 %
RCIM
176
Red Cedar Investment Management
Michigan
$2.88M – – –
Koshinski Asset Management
177
Koshinski Asset Management
Illinois
$2.88M -$116K -5,553 -4%
PA
178
Parallel Advisors
California
$2.86M +$17K +819 +0.6%
NSAM
179
North Star Asset Management
Wisconsin
$2.76M -$38.8K -1,866 -1%
EE
180
EWG Elevate
California
$2.75M +$604K +29,037 +28%
BWM
181
BerganKDV Wealth Management
Minnesota
$2.68M -$162K -7,779 -6%
BSW
182
Buckingham Strategic Wealth
Missouri
$2.64M +$564K +27,102 +27%
SDWMA
183
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.62M +$72.8K +3,498 +3%
VFIC
184
Valley Forge Investment Consultants
Pennsylvania
$2.61M +$16.9K +813 +0.7%
DAS
185
Dynamic Advisor Solutions
Arizona
$2.59M +$40.9K +1,968 +2%
AWS
186
Atria Wealth Solutions
New York
$2.58M +$37.9K +1,821 +1%
GRP
187
Global Retirement Partners
California
$2.55M +$62.9K +3,021 +3%
PAG
188
Private Advisor Group
New Jersey
$2.5M -$230K -11,037 -8%
ACG
189
Allen Capital Group
Nebraska
$2.42M -$420K -20,205 -15%
CFGS
190
Concourse Financial Group Securities
Alabama
$2.39M +$772K +37,128 +48%
TYCC
191
Texas Yale Capital Corp
Florida
$2.38M +$440K +21,129 +23%
VC
192
Veery Capital
Delaware
$2.36M +$310K +14,904 +15%
CFG
193
Cooper Financial Group
California
$2.34M +$2.34M +112,362 New
MA
194
MBA Advisors
Pennsylvania
$2.32M +$119K +5,730 +5%
AWG
195
Altus Wealth Group
Colorado
$2.31M -$761K -33,828 -25%
PFA
196
Pure Financial Advisors
California
$2.31M -$147K -7,080 -6%
FA
197
Fagan Associates
New York
$2.26M -$16.3K -783 -0.7%
CCG
198
Coastwise Capital Group
California
$2.25M +$158K +7,581 +8%
WIC
199
Woodmont Investment Counsel
Tennessee
$2.22M -$4.37K -210 -0.2%
LWM
200
Ledge Wealth Management
Minnesota
$2.22M +$468K +22,503 +27%
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