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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
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 %
BC
326
Bartlett & Co
Ohio
$482K -$820 -36 -0.2%
SBIA
327
Sheaff Brock Investment Advisors
Indiana
$479K +$9.57K +420 +2%
HWA
328
HHM Wealth Advisors
Tennessee
$465K -$5.94K -261 -1%
Stifel Financial
329
Stifel Financial
Missouri
$464K +$46.7K +2,049 +11%
ZIM
330
Zacks Investment Management
Illinois
$462K -$6.84K -300 -1%
BDFN
331
Bond & Devick Financial Network
Minnesota
$460K – – –
MAG
332
Mayfair Advisory Group
Alabama
$457K – – –
NEPWA
333
New England Private Wealth Advisors
Massachusetts
$456K +$456K +20,037 New
CIR
334
Clear Investment Research
Georgia
$447K – – –
SPIA
335
Steward Partners Investment Advisory
New York
$446K -$73.1K -3,207 -14%
RCM
336
Radnor Capital Management
Pennsylvania
$446K – – –
VCP
337
Vista Capital Partners
Oregon
$444K +$40.2K +1,764 +10%
RPGK
338
Retirement Planning Group (Kansas)
Kansas
$442K +$442K +19,410 New
DWP
339
Destiny Wealth Partners
Florida
$442K +$442K +19,416 New
DWT
340
Dorsey & Whitney Trust
South Dakota
$435K – – –
CIC
341
Carnegie Investment Counsel
Ohio
$434K +$410 +18 +0.1%
CAG
342
Csenge Advisory Group
Florida
$434K +$153K +6,687 +55%
DIS
343
Diversified Investment Strategies
Louisiana
$432K -$26.7K -1,170 -6%
CIBC Private Wealth Group
344
CIBC Private Wealth Group
Georgia
$431K +$6.84K +300 +2%
KCPG
345
Kavar Capital Partners Group
Kansas
$429K -$47.8K -2,100 -10%
DW
346
Domani Wealth
Pennsylvania
$424K +$342 +15 +0.1%
APA
347
American Portfolios Advisors
New York
$424K +$28.4K +1,245 +7%
LF
348
LifeSteps Financial
California
$418K +$889 +39 +0.2%
RWM
349
Ritholtz Wealth Management
New York
$415K +$42.8K +1,878 +12%
RC
350
RegentAtlantic Capital
New Jersey
$412K +$412K +18,075 New
12 13
14
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