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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 %
CM
201
Columbus Macro
Pennsylvania
$2.34M -$367K -15,051 -14%
WI
202
Wintrust Investments
Illinois
$2.33M +$91.5K +3,750 +4%
MMA
203
Miracle Mile Advisors
California
$2.32M +$280K +11,463 +14%
FOA
204
Five Oceans Advisors
California
$2.28M -$4.39K -180 -0.2%
Janney Montgomery Scott
205
Janney Montgomery Scott
Pennsylvania
$2.26M +$36.6K +1,500 +2%
EE
206
EWG Elevate
California
$2.26M – – –
AL
207
ACAS LLC
California
$2.24M -$32.1K -1,314 -1%
NFG
208
Next Financial Group
Texas
$2.19M +$568K +23,262 +35%
TYCC
209
Texas Yale Capital Corp
Florida
$2.19M +$3.88K +159 +0.2%
DB
210
Dravo Bay
Delaware
$2.15M +$2.15M +91,974 New
CAG
211
Compass Advisory Group
New York
$2.12M +$1.14M +46,821 +117%
AFS
212
Annapolis Financial Services
Maryland
$2.12M -$263K -10,785 -11%
VFIC
213
Valley Forge Investment Consultants
Pennsylvania
$2.11M +$21.1K +864 +1%
CCM
214
Carlson Capital Management
Minnesota
$2.08M -$8.86K -363 -0.4%
TIM
215
Tortoise Investment Management
New York
$2.07M +$15.7K +645 +0.8%
WAM
216
WNY Asset Management
New York
$2.07M -$216K -8,844 -9%
DSC
217
Duncker Streett & Co
Missouri
$2.05M +$2.86K +117 +0.1%
AFP
218
Ausdal Financial Partners
Iowa
$2.01M +$14.2K +582 +0.7%
JC
219
Jentner Corp
Ohio
$2M -$73.4K -3,006 -4%
BSW
220
Buckingham Strategic Wealth
Missouri
$1.99M +$296K +12,129 +17%
Fidelity Investments
221
Fidelity Investments
Massachusetts
$1.93M +$618K +25,335 +47%
MOS
222
MGO One Seven
Ohio
$1.92M +$183K +7,515 +11%
MSWMA
223
Market Street Wealth Management Advisors
Indiana
$1.89M -$113K -4,614 -6%
PCMC
224
Private Capital Management (Colorado)
Colorado
$1.86M -$34.8K -1,425 -2%
CA
225
Cetera Advisors
Colorado
$1.85M +$10.2K +417 +0.6%
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