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

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.68B
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$30.8M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$11.4M
4
SCA
Stuart Chaussee & Associates
California
$0
5
BHB
Bank Hapoalim BM
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
276
SOL Capital Management
Maryland
$795K -$4.05K -180 -0.5%
IAIM
277
International Assets Investment Management
Florida
$777K -$136K -4,218 -15%
MCM
278
Mengis Capital Management
Oregon
$753K -$25K -1,110 -3%
RDWM
279
Red Door Wealth Management
Tennessee
$711K +$675 +30 +0.1%
BWP
280
Bernardo Wealth Planning
Pennsylvania
$707K – – –
FWM
281
Frontier Wealth Management
Missouri
$702K +$112K +4,974 +19%
US Bancorp
282
US Bancorp
Minnesota
$692K -$1.19M -52,938 -63%
JPLA
283
Joseph P. Lucia & Associates
New York
$690K -$1.28K -57 -0.2%
CFGS
284
Concourse Financial Group Securities
Alabama
$688K -$34.4K -1,530 -5%
KJWM
285
Kiley Juergens Wealth Management
Washington
$680K +$1.55K +69 +0.2%
IAS
286
IMA Advisory Services
Colorado
$672K -$18.6K -825 -3%
WWM
287
WT Wealth Management
Arizona
$668K -$11.1K -495 -2%
CBFP
288
Cedar Brook Financial Partners
Ohio
$661K -$94.8K -4,218 -13%
Goldman Sachs
289
Goldman Sachs
New York
$659K -$1.49M -66,501 -69%
DADC
290
D.A. Davidson & Co
Montana
$655K +$5.74K +255 +0.9%
PGFC
291
Peapack-Gladstone Financial Corp
New Jersey
$650K +$32.3K +1,437 +5%
CWM
292
Cadence Wealth Management
Massachusetts
$648K -$23.4K -1,038 -3%
GT
293
Greenleaf Trust
Michigan
$644K +$644K +28,650 New
MCM
294
Manchester Capital Management
Vermont
$621K – – –
TC
295
Tatro Capital
Kentucky
$617K +$1.49K +66 +0.2%
ASN
296
Advisory Services Network
Georgia
$612K +$38.1K +1,695 +7%
CAWM
297
Capital Advisors Wealth Management
Washington
$605K -$251K -11,178 -29%
LF
298
Lantz Financial
Illinois
$605K – – –
Renaissance Technologies
299
Renaissance Technologies
New York
$594K +$594K +26,400 New
MA
300
MONECO Advisors
Connecticut
$592K -$257K -11,445 -30%
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