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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

562 hedge funds and large institutions have $6.29B invested in Schwab US Large-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 247 increasing their positions, 161 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+24
Holders Change %
+4.46%
% of All Funds
9.81%
Holding in Top 10
56
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.75%
% of All Funds
0.98%
New
56
Increased
247
Reduced
161
Closed
29
Calls
$431K
Puts
$226K
Net Calls
+$205K
Net Calls Change
+$225K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$140M
2
MG
2
Mather Group
Illinois
$373M
3
Ameriprise
3
Ameriprise
Minnesota
$115M
4
SCA
4
Stuart Chaussee & Associates
California
$20M
5
APP
5
Avantax Planning Partners
Iowa
$375M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.93B
2
BHB
2
Bank Hapoalim BM
Israel
$14.8M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$30.2M
4
PFO
4
Pathstone Family Office
New Jersey
$7.56M
5
Betterment LLC
5
Betterment LLC
New York
$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
226
Aurora Private Wealth
New Jersey
$1.37M +$72.8K +3,192 +6%
GCA
227
Gradient Capital Advisors
California
$1.37M +$297K +13,035 +28%
CWM
228
Cornerstone Wealth Management
Missouri
$1.36M -$139K -6,081 -9%
CWM
229
Cedar Wealth Management
California
$1.33M +$45.3K +1,989 +4%
AWS
230
AJ Wealth Strategies
New York
$1.33M – – –
NL
231
NWAM LLC
Washington
$1.32M +$38.5K +1,689 +3%
ACI
232
Alpha Cubed Investments
California
$1.29M -$547 -24 -0%
LJAC
233
L.J. Altfest & Co
New York
$1.28M +$273 +12 +0%
Koshinski Asset Management
234
Koshinski Asset Management
Illinois
$1.27M -$845K -37,068 -40%
TYCC
235
Texas Yale Capital Corp
Florida
$1.21M +$3.21K +141 +0.3%
BWM
236
BCGM Wealth Management
Indiana
$1.19M -$264K -11,433 -18%
MAM
237
Marquette Asset Management
Minnesota
$1.18M -$1.09K -48 -0.1%
JPMPWA
238
J.P. Morgan Private Wealth Advisors
California
$1.18M +$255K +11,184 +28%
CCM
239
Condor Capital Management
New Jersey
$1.17M -$70.5K -3,096 -6%
VFA
240
Valeo Financial Advisors
Indiana
$1.16M +$131K +5,739 +13%
Fidelity Investments
241
Fidelity Investments
Massachusetts
$1.12M +$225K +9,876 +25%
AL
242
Aspiriant LLC
California
$1.09M -$13.5K -594 -1%
CCMD
243
Cypress Capital Management (Delaware)
Delaware
$1.07M – – –
PAMG
244
Patton Albertson Miller Group
Tennessee
$1.07M – – –
JCIA
245
Jackson Creek Investment Advisors
Colorado
$1.04M -$14.8K -651 -1%
Bank of Montreal
246
Bank of Montreal
Ontario, Canada
$1.03M +$56K +2,463 +6%
PCWA
247
Pacific Capital Wealth Advisors
California
$1.03M +$1.37K +60 +0.1%
MIAN
248
Mariner Independent Advisor Network
Kansas
$1.02M +$1.16K +51 +0.1%
LAIC
249
Lederer & Associates Investment Counsel
California
$1M -$3.9K -171 -0.4%
RG
250
Retirement Group
California
$991K +$218K +9,585 +28%
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