SCHV icon

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

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.93B
2
BHB
Bank Hapoalim BM
Israel
$14.8M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$30.2M
4
PFO
Pathstone Family Office
New Jersey
$7.56M
5
Betterment LLC
Betterment LLC
New York
$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
301
Newman & Schimel
Illinois
$594K -$32.4K -1,422 -5%
SSWM
302
Smith Salley Wealth Management
North Carolina
$591K – – –
AFAS
303
Acorn Financial Advisory Services
Virginia
$591K +$591K +25,878 New
JWCA
304
J.W. Cole Advisors
Florida
$583K -$1.91K -84 -0.3%
ASN
305
Advisory Services Network
Georgia
$582K -$205 -9 -0%
SW
306
SlateStone Wealth
Florida
$581K +$68 +3 +0%
AIM
307
Avity Investment Management
Connecticut
$565K +$9.57K +420 +2%
TCM
308
Towercrest Capital Management
Pennsylvania
$564K – – –
AWMG
309
Alliance Wealth Management Group
New Jersey
$564K – – –
PS
310
Portfolio Solutions
Michigan
$564K – – –
CC
311
Cassaday & Co
Virginia
$558K -$1.3K -57 -0.2%
CCA
312
Clearwater Capital Advisors
Illinois
$558K – – –
WCM
313
Whitener Capital Management
North Carolina
$548K +$35.9K +1,575 +7%
BAM
314
Belpointe Asset Management
Nevada
$536K +$31.9K +1,401 +6%
SHA
315
Seneca House Advisors
Virginia
$532K -$39.3K -1,725 -7%
TIM
316
Thompson Investment Management
Wisconsin
$530K +$109K +4,779 +26%
WPA
317
West Paces Advisors
Georgia
$520K – – –
KA
318
Kovack Advisors
Florida
$520K +$61.9K +2,715 +14%
LWM
319
Loveless Wealth Management
Montana
$518K +$184K +8,091 +55%
BCM
320
Brookstone Capital Management
Illinois
$517K +$517K +22,587 New
PIMG
321
Patriot Investment Management Group
Tennessee
$513K +$3.08K +135 +0.6%
RIM
322
Rockbridge Investment Management
New York
$505K – – –
RC
323
Roundview Capital
New Jersey
$502K – – –
MGWM
324
Marks Group Wealth Management
Minnesota
$491K – – –
BCWM
325
Bartlett & Co Wealth Management
Ohio
$482K -$820 -36 -0.2%
11 12
13
14 15