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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

565 hedge funds and large institutions have $6.05B invested in Schwab US Large-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 248 increasing their positions, 181 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+3
Holders Change %
+0.53%
% of All Funds
9.92%
Holding in Top 10
56
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.98%
New
35
Increased
248
Reduced
181
Closed
23
Calls
$256K
Puts
–
Net Calls
+$256K
Net Calls Change
+$51K

Top Buyers

1
MG
1
Mather Group
Illinois
$402M
2
KAS
2
Kestra Advisory Services
Texas
$38.5M
3
FMP
3
Financial Management Professionals
Texas
$17.5M
4
SC
4
Savant Capital
Illinois
$54.9M
5
RRWA
5
Rainey & Randall Wealth Advisors
Florida
$34.8M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.68B
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$30.8M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$11.4M
4
SCA
4
Stuart Chaussee & Associates
California
$0
5
BHB
5
Bank Hapoalim BM
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
226
AJ Wealth Strategies
New York
$1.4M +$88.8K +3,948 +7%
SPI
227
Santori & Peters Inc
Pennsylvania
$1.39M +$14.4K +639 +1%
AIS
228
American Investment Services
Massachusetts
$1.37M -$79.3K -3,525 -5%
GCA
229
Gradient Capital Advisors
California
$1.36M +$12.9K +573 +1%
CWM
230
Cornerstone Wealth Management
Missouri
$1.35M +$3.51K +156 +0.3%
SPC
231
Sigma Planning Corp
Michigan
$1.34M -$214K -9,531 -14%
ACI
232
Alpha Cubed Investments
California
$1.3M +$27.5K +1,224 +2%
CWC
233
Carolinas Wealth Consulting
North Carolina
$1.27M +$656K +29,157 +108%
APW
234
Aurora Private Wealth
New Jersey
$1.23M -$121K -5,361 -9%
NL
235
NWAM LLC
Washington
$1.23M -$82.2K -3,654 -6%
LJAC
236
L.J. Altfest & Co
New York
$1.22M -$45.5K -2,022 -4%
JPMPWA
237
J.P. Morgan Private Wealth Advisors
California
$1.22M +$54.2K +2,409 +5%
Fidelity Investments
238
Fidelity Investments
Massachusetts
$1.21M +$102K +4,521 +9%
BWM
239
BCGM Wealth Management
Indiana
$1.19M -$32K -1,350 -3%
LB
240
Leo Brokerage
Texas
$1.19M -$219K -9,714 -16%
MAM
241
Marquette Asset Management
Minnesota
$1.16M – – –
VFA
242
Valeo Financial Advisors
Indiana
$1.16M +$24.2K +1,074 +2%
SWM
243
Spire Wealth Management
Virginia
$1.16M +$211K +9,390 +22%
AF
244
Advisornet Financial
Minnesota
$1.12M +$310K +13,776 +38%
CCM
245
Condor Capital Management
New Jersey
$1.11M -$51.3K -2,280 -4%
LAIC
246
Lederer & Associates Investment Counsel
California
$1.07M +$85.9K +3,819 +9%
AL
247
Aspiriant LLC
California
$1.07M – – –
CCMD
248
Cypress Capital Management (Delaware)
Delaware
$1.07M – – –
SWPG
249
Strategic Wealth Partners Group
Illinois
$1.06M +$1.06M +46,956 New
SG
250
StoneX Group
New York
$1.06M +$216K +9,600 +26%
8 9
10
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