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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
Morgan Stanley
New York
$83M
2
FFN
Focus Financial Network
Minnesota
$29.5M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$29.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$154M
5
MG
Mather Group
Illinois
$478M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.85B
2
SCA
Stuart Chaussee & Associates
California
$0
3
AG
Appleton Group
Wisconsin
$10.3M
4
SFS
Sowell Financial Services
Arkansas
$0
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
201
Theory Financial
Colorado
$2.48M +$2.48M +104,037 New
EE
202
EWG Elevate
California
$2.45M +$250K +10,503 +11%
AF
203
Advisornet Financial
Minnesota
$2.45M +$667K +28,041 +37%
PWA
204
Providence Wealth Advisors
Illinois
$2.45M -$3.58K -150 -0.1%
WSTAM
205
Wilbanks Smith & Thomas Asset Management
Virginia
$2.39M -$29.8K -1,314 -1%
CCG
206
Coastwise Capital Group
California
$2.39M +$2.39M +100,476 New
BSW
207
Buckingham Strategic Wealth
Missouri
$2.37M +$432K +18,162 +22%
VC
208
Veery Capital
Delaware
$2.34M -$868K -36,492 -27%
WI
209
Wintrust Investments
Illinois
$2.28M +$8.42K +354 +0.4%
MMA
210
Miracle Mile Advisors
California
$2.26M -$2.57K -108 -0.1%
TIM
211
Tortoise Investment Management
New York
$2.24M +$218K +9,180 +11%
CAG
212
Compass Advisory Group
New York
$2.24M +$168K +7,071 +8%
FOA
213
Five Oceans Advisors
California
$2.23M – – –
TYCC
214
Texas Yale Capital Corp
Florida
$2.22M +$90K +3,780 +4%
DB
215
Dravo Bay
Delaware
$2.19M +$1.57K +66 +0.1%
AL
216
ACAS LLC
California
$2.18M +$1.64K +69 +0.1%
CM
217
Columbus Macro
Pennsylvania
$2.16M -$125K -5,262 -5%
Janney Montgomery Scott
218
Janney Montgomery Scott
Pennsylvania
$2.13M -$77.6K -3,261 -4%
AFS
219
Annapolis Financial Services
Maryland
$2.07M +$3.36K +141 +0.2%
AWM
220
AE Wealth Management
Kansas
$2.06M -$5.33M -223,935 -72%
Fidelity Investments
221
Fidelity Investments
Massachusetts
$2.03M +$150K +6,291 +8%
CCM
222
Carlson Capital Management
Minnesota
$2.02M -$6.07K -255 -0.3%
DSC
223
Duncker Streett & Co
Missouri
$2M +$3.93K +165 +0.2%
LWM
224
Ledge Wealth Management
Minnesota
$2M +$2M +84,072 New
JPMPWA
225
J.P. Morgan Private Wealth Advisors
California
$1.98M +$623K +26,190 +46%
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