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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.

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
1
SEI Investments
Pennsylvania
$378M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.96B
3
MG
3
Mather Group
Illinois
$471M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$356M
5
SA
5
Scarborough Advisors
Maryland
$19.9M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$11.6M
2
Ameriprise
2
Ameriprise
Minnesota
$112M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.9M
4
KF
4
Krilogy Financial
Missouri
$79.4M
5
HI
5
Horizon Investments
North Carolina
$7.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.96B 26,792,552 +1,885,257 +8%
MG
2
Mather Group
Illinois
$471M 6,430,919 +478,441 +8%
APP
3
Avantax Planning Partners
Iowa
$407M 5,561,497 -6,543 -0.1%
SEI Investments
4
SEI Investments
Pennsylvania
$378M 5,161,429 +3,636,194 +238%
Osaic Holdings
5
Osaic Holdings
Arizona
$356M 4,870,878 +344,859 +8%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$233M 3,282,602 +99,578 +3%
Betterment LLC
7
Betterment LLC
New York
$166M 2,265,173 -74,399 -3%
Mariner
8
Mariner
Kansas
$145M 1,978,316 +47,335 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$138M 1,881,842 +26,788 +1%
Ameriprise
10
Ameriprise
Minnesota
$112M 1,533,088 -182,247 -11%
FWP
11
FAS Wealth Partners
Kansas
$88.1M 1,203,121 +23,083 +2%
OIA
12
OneDigital Investment Advisors
Kansas
$87.1M 1,190,201 +32,356 +3%
LPL Financial
13
LPL Financial
California
$84.6M 1,155,329 +138,455 +14%
KF
14
Krilogy Financial
Missouri
$79.4M 1,084,375 -121,552 -10%
UCFA
15
United Capital Financial Advisors
Texas
$77.3M 1,055,478 -54,866 -5%
SC
16
Savant Capital
Illinois
$64.1M 875,968 +62,982 +8%
MMEA
17
Main Management ETF Advisors
California
$63.5M 866,860 +44,500 +5%
GAM
18
Gemmer Asset Management
California
$52M 710,695 +60,869 +9%
UBS Group
19
UBS Group
Switzerland
$48.8M 666,634 +67,422 +11%
FCI
20
Financial Counselors Inc
Kansas
$46.2M 631,384 +11,793 +2%
Morgan Stanley
21
Morgan Stanley
New York
$40.8M 556,898 +7,562 +1%
MA
22
MUFG Americas
New York
$40.2M 548,939 -4,965 -0.9%
RRWA
23
Rainey & Randall Wealth Advisors
Florida
$39.7M 542,003 +25,722 +5%
MAG
24
Mokosak Advisory Group
Iowa
$39.4M 537,662 +8,599 +2%
Wells Fargo
25
Wells Fargo
California
$39.2M 535,492 -8,320 -2%
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