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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 %
APG
351
Abacus Planning Group
South Carolina
$411K +$7.8K +342 +2%
NFG
352
Nations Financial Group
Iowa
$406K -$4.11K -180 -1%
FWM
353
Filbrandt Wealth Management
Wisconsin
$398K – – –
LWAC
354
Laurel Wealth Advisors (California)
California
$398K +$82.8K +3,630 +26%
SB
355
Strategic Blueprint
Georgia
$396K +$70.4K +3,087 +22%
OCPWS
356
One Charles Private Wealth Services
Massachusetts
$396K +$396K +17,385 New
BIM
357
Bridges Investment Management
Nebraska
$390K +$1.71K +75 +0.4%
SFWC
358
Strategic Family Wealth Counselors
New Jersey
$387K – – –
PWMG
359
Prestige Wealth Management Group
New Jersey
$386K – – –
PGAM
360
Princeton Global Asset Management
New Jersey
$385K -$23.3K -1,023 -6%
KA
361
Klingman & Associates
New York
$380K -$33.2K -1,455 -8%
JCM
362
Jacobsen Capital Management
Utah
$378K +$1.91K +84 +0.5%
DFA
363
DHJJ Financial Advisors
Illinois
$376K +$14.9K +654 +4%
GG
364
Gofen & Glossberg
Illinois
$372K +$23.9K +1,047 +7%
AW
365
ACG Wealth
Georgia
$368K – – –
PWA
366
Physician Wealth Advisors
Utah
$366K -$16.8K -735 -4%
IF
367
Intrua Financial
Texas
$364K +$364K +15,429 New
TC
368
Tenret Company
Florida
$360K +$360K +15,789 New
GG
369
Greenwood Gearhart
Arkansas
$356K +$20.9K +918 +6%
CWA
370
Centennial Wealth Advisory
Michigan
$355K +$142K +6,249 +67%
JFGIW
371
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$350K +$342 +15 +0.1%
FA
372
Fountainhead AM
New Jersey
$349K – – –
BO
373
BRR OpCo
Ohio
$348K -$59.9K -2,631 -15%
MS
374
Madden Securities
Texas
$341K -$13.9K -612 -4%
CB
375
Commerce Bank
Missouri
$338K -$14.7K -645 -4%
13 14
15
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