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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 %
PAMG
251
Patton Albertson Miller Group
Tennessee
$1.05M +$472 +21 +0%
Bank of Montreal
252
Bank of Montreal
Ontario, Canada
$1.03M -$15.9K -693 -2%
PCWA
253
Pacific Capital Wealth Advisors
California
$1.02M +$1.35K +60 +0.1%
MIAN
254
Mariner Independent Advisor Network
Kansas
$1.01M +$1.21K +54 +0.1%
JCIA
255
Jackson Creek Investment Advisors
Colorado
$1M -$23.7K -1,053 -2%
MAM
256
Marotta Asset Management
Virginia
$959K +$47.6K +2,118 +5%
Baird Financial Group
257
Baird Financial Group
Wisconsin
$958K +$78.3K +3,480 +9%
RG
258
Retirement Group
California
$933K -$45.6K -2,028 -5%
BBW
259
Blue Barn Wealth
Utah
$923K -$14.7K -654 -2%
PP
260
Pegasus Partners
Wisconsin
$907K – – –
CAG
261
Compass Advisory Group
New York
$903K +$1.75K +78 +0.2%
AWM
262
Apollon Wealth Management
South Carolina
$894K +$55.2K +2,457 +7%
CFD
263
Creative Financial Designs
Indiana
$890K +$24.7K +1,098 +3%
RIA
264
Regal Investment Advisors
Michigan
$887K +$28.5K +1,269 +3%
BAM
265
Baldrige Asset Management
Pennsylvania
$885K -$1.62K -72 -0.2%
MWA
266
Martel Wealth Advisors
Washington
$884K +$77.7K +4,224 +10%
CIP
267
Capital Insight Partners
Arizona
$875K -$50.9K -2,262 -5%
TFA
268
Teamwork Financial Advisors
Texas
$867K -$54.5K -2,421 -6%
MWM
269
Merriman Wealth Management
Washington
$864K -$7.69K -342 -0.9%
MPM
270
Meritage Portfolio Management
Kansas
$862K +$91.2K +4,056 +12%
HTC
271
Haverford Trust Company
Pennsylvania
$847K +$1.82K +81 +0.2%
SWP
272
Stratos Wealth Partners
Ohio
$836K -$1.08K -48 -0.1%
BCIM
273
Bishop & Co Investment Management
Pennsylvania
$828K +$23.9K +1,062 +3%
BRWM
274
B. Riley Wealth Management
Tennessee
$813K +$813K +36,159 New
BL
275
BCWM LLC
Kansas
$796K -$47.3K -2,103 -6%
9 10
11
12 13