SCHV icon

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 %
WDL
301
Well Done LLC
Michigan
$591K – – –
AA
302
Alesco Advisors
New York
$589K -$607 -27 -0.1%
AFAS
303
Acorn Financial Advisory Services
Virginia
$585K +$677 +30 +0.1%
SSWM
304
Smith Salley Wealth Management
North Carolina
$584K – – –
NS
305
Newman & Schimel
Illinois
$583K -$2.9K -129 -0.5%
AWM
306
Avior Wealth Management
Nebraska
$581K -$13.6K -606 -2%
SW
307
SlateStone Wealth
Florida
$574K +$135 +6 +0%
GG
308
Greenwood Gearhart
Arkansas
$566K +$215K +9,546 +61%
AIM
309
Avity Investment Management
Connecticut
$558K – – –
AWMG
310
Alliance Wealth Management Group
New Jersey
$557K – – –
TCM
311
Towercrest Capital Management
Pennsylvania
$557K – – –
WIA
312
World Investment Advisors
California
$557K +$242K +10,764 +77%
RPGK
313
Retirement Planning Group (Kansas)
Kansas
$554K +$117K +5,220 +27%
CC
314
Cassaday & Co
Virginia
$551K – – –
William Blair & Company
315
William Blair & Company
Illinois
$550K +$332K +14,754 +152%
LNC
316
Lincoln National Corp
Pennsylvania
$549K +$351K +15,588 +177%
PS
317
Portfolio Solutions
Michigan
$547K +$2.84K +126 +0.5%
LWM
318
Loveless Wealth Management
Montana
$539K +$27.6K +1,227 +5%
BAM
319
Belpointe Asset Management
Nevada
$529K – – –
Stifel Financial
320
Stifel Financial
Missouri
$520K +$62.4K +2,775 +14%
DWP
321
Destiny Wealth Partners
Florida
$517K +$80.2K +3,564 +18%
BCM
322
Brookstone Capital Management
Illinois
$516K – – –
PNC Financial Services Group
323
PNC Financial Services Group
Pennsylvania
$516K +$329K +14,634 +176%
KA
324
Kovack Advisors
Florida
$513K – – –
CCA
325
Clearwater Capital Advisors
Illinois
$510K -$41.2K -1,830 -7%
11 12
13
14 15