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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
$379M
2
Osaic Holdings
Osaic Holdings
Arizona
$353M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$158M
4
SC
Savant Capital
Illinois
$76.2M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$227M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.48B
2
Ameriprise
Ameriprise
Minnesota
$37M
3
APP
Avantax Planning Partners
Iowa
$315M
4
Morgan Stanley
Morgan Stanley
New York
$42.4M
5
TWM
Tradition Wealth Management
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.48B -$138M -6,622,611 -9%
MG
2
Mather Group
Illinois
$425M +$7.69M +369,675 +2%
SEI Investments
3
SEI Investments
Pennsylvania
$379M +$44.1M +2,119,680 +13%
Osaic Holdings
4
Osaic Holdings
Arizona
$353M +$35.4M +1,703,127 +11%
APP
5
Avantax Planning Partners
Iowa
$315M -$36.5M -1,752,591 -10%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$227M +$15.7M +743,724 +7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$158M +$22.6M +1,088,232 +17%
Mariner
8
Mariner
Kansas
$139M +$2.65M +127,542 +2%
Betterment LLC
9
Betterment LLC
New York
$133M -$3.11M -149,604 -2%
FWP
10
FAS Wealth Partners
Kansas
$77.9M +$357K +17,175 +0.5%
LPL Financial
11
LPL Financial
California
$76.4M -$807K -38,796 -1%
SC
12
Savant Capital
Illinois
$76.2M +$17.6M +846,576 +30%
OIA
13
OneDigital Investment Advisors
Kansas
$74.2M -$2.37M -113,922 -3%
KF
14
Krilogy Financial
Missouri
$66M -$127K -6,105 -0.2%
GAM
15
Gemmer Asset Management
California
$61.7M +$1.56M +74,991 +3%
UCFA
16
United Capital Financial Advisors
Texas
$60.4M -$1.74M -83,424 -3%
MMEA
17
Main Management ETF Advisors
California
$55.2M -$113K -5,430 -0.2%
MAG
18
Mokosak Advisory Group
Iowa
$46M +$13.5M +648,288 +41%
Morgan Stanley
19
Morgan Stanley
New York
$42.4M -$30.2M -1,450,143 -42%
UBS Group
20
UBS Group
Switzerland
$41.6M -$1.28M -61,683 -3%
RRWA
21
Rainey & Randall Wealth Advisors
Florida
$40.2M +$2.51M +120,567 +7%
FCI
22
Financial Counselors Inc
Kansas
$38.8M +$541K +26,016 +1%
Ameriprise
23
Ameriprise
Minnesota
$37M -$58.5M -2,819,001 -61%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$33.6M +$2.76M +132,861 +9%
MGIA
25
Moneta Group Investment Advisors
Missouri
$30.9M +$11.7M +563,787 +61%
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