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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.

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
PCA
4
Permit Capital Advisors
Pennsylvania
$22.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$154M

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 Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.85B 25,874,505 -918,047 -3%
MG
2
Mather Group
Illinois
$478M 6,689,929 +259,010 +4%
APP
3
Avantax Planning Partners
Iowa
$402M 5,628,139 +66,642 +1%
SEI Investments
4
SEI Investments
Pennsylvania
$382M 5,357,315 +195,886 +4%
Osaic Holdings
5
Osaic Holdings
Arizona
$359M 5,079,458 +208,580 +4%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$238M 3,336,259 +53,657 +2%
Mariner
7
Mariner
Kansas
$156M 2,184,686 +206,370 +10%
Betterment LLC
8
Betterment LLC
New York
$156M 2,183,067 -82,106 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$154M 2,163,654 +281,812 +15%
Ameriprise
10
Ameriprise
Minnesota
$110M 1,533,632 +544 +0%
FWP
11
FAS Wealth Partners
Kansas
$88.7M 1,242,382 +39,261 +3%
LPL Financial
12
LPL Financial
California
$88.3M 1,237,312 +81,983 +7%
OIA
13
OneDigital Investment Advisors
Kansas
$87.5M 1,226,143 +35,942 +3%
Morgan Stanley
14
Morgan Stanley
New York
$83M 1,162,577 +605,679 +109%
KF
15
Krilogy Financial
Missouri
$75.6M 1,059,558 -24,817 -2%
UCFA
16
United Capital Financial Advisors
Texas
$71.1M 995,561 -59,917 -6%
GAM
17
Gemmer Asset Management
California
$68.8M 963,567 +252,872 +36%
SC
18
Savant Capital
Illinois
$67M 938,761 +62,793 +7%
MMEA
19
Main Management ETF Advisors
California
$63.3M 886,900 +20,040 +2%
UBS Group
20
UBS Group
Switzerland
$49M 687,046 +20,412 +3%
FCI
21
Financial Counselors Inc
Kansas
$43.7M 612,410 -18,974 -3%
RRWA
22
Rainey & Randall Wealth Advisors
Florida
$43.1M 603,161 +61,158 +11%
MAG
23
Mokosak Advisory Group
Iowa
$37.2M 521,414 -16,248 -3%
MA
24
MUFG Americas
New York
$37.2M 520,689 -28,250 -5%
GG
25
GenWealth Group
New Jersey
$36.9M 517,051 +1,232 +0.2%
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