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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 %
RIM
326
Rockbridge Investment Management
New York
$498K – – –
Bank of New York Mellon
327
Bank of New York Mellon
New York
$497K +$199K +8,835 +67%
WCM
328
Whitener Capital Management
North Carolina
$489K +$12.3K +618 +3%
MGWM
329
Marks Group Wealth Management
Minnesota
$485K – – –
RC
330
Roundview Capital
New Jersey
$484K -$10.8K -480 -2%
SBIA
331
Sheaff Brock Investment Advisors
Indiana
$476K +$3.37K +150 +0.7%
KA
332
Klingman & Associates
New York
$470K +$95.6K +4,254 +26%
LF
333
LifeSteps Financial
California
$463K +$50.7K +2,253 +12%
BDFN
334
Bond & Devick Financial Network
Minnesota
$454K – – –
MAG
335
Mayfair Advisory Group
Alabama
$453K – – –
NEPWA
336
New England Private Wealth Advisors
Massachusetts
$453K +$2.23K +99 +0.5%
CW
337
CreativeOne Wealth
Kansas
$449K +$449K +19,962 New
CIR
338
Clear Investment Research
Georgia
$441K – – –
TIM
339
Thompson Investment Management
Wisconsin
$437K -$86.6K -3,849 -17%
HWA
340
HHM Wealth Advisors
Tennessee
$435K -$24.1K -1,071 -5%
DWT
341
Dorsey & Whitney Trust
South Dakota
$429K – – –
WANY
342
Wealthspire Advisors (New York)
New York
$429K +$115K +5,121 +37%
EH
343
Equitable Holdings
New York
$428K +$118K +5,253 +38%
APG
344
Abacus Planning Group
South Carolina
$427K +$21.3K +948 +5%
IF
345
Intrua Financial
Texas
$427K +$64.1K +2,724 +18%
SPIA
346
Steward Partners Investment Advisory
New York
$425K -$15.2K -675 -3%
APA
347
American Portfolios Advisors
New York
$423K +$5.13K +228 +1%
BFG
348
Berger Financial Group
Minnesota
$423K +$423K +18,804 New
CIBC Private Wealth Group
349
CIBC Private Wealth Group
Georgia
$422K -$2.9K -129 -0.7%
DIS
350
Diversified Investment Strategies
Louisiana
$418K -$8.44K -375 -2%
12 13
14
15 16