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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 %
SWM
251
Spire Wealth Management
Virginia
$959K -$81.5K -3,576 -8%
BBW
252
Blue Barn Wealth
Utah
$951K +$951K +41,709 New
CIP
253
Capital Insight Partners
Arizona
$939K -$7.46K -327 -0.8%
TFA
254
Teamwork Financial Advisors
Texas
$934K -$180K -7,884 -16%
MAM
255
Marotta Asset Management
Virginia
$929K +$47.8K +2,085 +5%
PP
256
Pegasus Partners
Wisconsin
$919K – – –
CAG
257
Compass Advisory Group
New York
$913K +$1.78K +78 +0.2%
IAIM
258
International Assets Investment Management
Florida
$912K -$1.59M -49,281 -64%
Citadel Advisors
259
Citadel Advisors
Florida
$899K +$899K +39,459 New
BAM
260
Baldrige Asset Management
Pennsylvania
$898K -$3.83K -168 -0.4%
Baird Financial Group
261
Baird Financial Group
Wisconsin
$891K +$133K +5,844 +18%
MWM
262
Merriman Wealth Management
Washington
$884K -$361K -15,849 -29%
CFD
263
Creative Financial Designs
Indiana
$876K +$211K +9,243 +32%
RIA
264
Regal Investment Advisors
Michigan
$870K +$870K +38,172 New
CAWM
265
Capital Advisors Wealth Management
Washington
$868K +$501K +22,005 +137%
MA
266
MONECO Advisors
Connecticut
$861K -$152K -6,672 -15%
HTC
267
Haverford Trust Company
Pennsylvania
$856K +$178K +7,821 +26%
BL
268
BCWM LLC
Kansas
$855K -$92.4K -4,053 -10%
AWM
269
Apollon Wealth Management
South Carolina
$850K -$34.9K -1,530 -4%
SG
270
StoneX Group
New York
$850K +$12.8K +564 +2%
SWP
271
Stratos Wealth Partners
Ohio
$848K +$6.77K +297 +0.8%
KWM
272
Keebeck Wealth Management
Illinois
$842K -$1.85K -81 -0.2%
AF
273
Advisornet Financial
Minnesota
$822K +$81.2K +3,561 +11%
BCIM
274
Bishop & Co Investment Management
Pennsylvania
$815K +$18.9K +828 +2%
SCM
275
SOL Capital Management
Maryland
$810K -$16.5K -723 -2%
9 10
11
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