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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 %
TRCT
351
Tower Research Capital (TRC)
New York
$418K +$168K +7,452 +67%
RWM
352
Ritholtz Wealth Management
New York
$417K +$7.76K +345 +2%
DW
353
Domani Wealth
Pennsylvania
$412K -$7.3K -324 -2%
RC
354
RegentAtlantic Capital
New Jersey
$412K +$5.8K +258 +1%
VCP
355
Vista Capital Partners
Oregon
$405K -$33.4K -1,482 -8%
NFG
356
Nations Financial Group
Iowa
$400K – – –
BCWM
357
Bartlett & Co Wealth Management
Ohio
$398K -$77.7K -3,453 -16%
BC
358
Bartlett & Co
Ohio
$398K -$77.6K -3,453 -16%
DFA
359
DHJJ Financial Advisors
Illinois
$395K +$23.9K +1,062 +6%
LWAC
360
Laurel Wealth Advisors (California)
California
$394K +$1.55K +69 +0.4%
FWM
361
Filbrandt Wealth Management
Wisconsin
$393K – – –
MFG
362
Magnus Financial Group
New York
$393K +$393K +17,463 New
OCPWS
363
One Charles Private Wealth Services
Massachusetts
$391K – – –
BIM
364
Bridges Investment Management
Nebraska
$385K – – –
SFWC
365
Strategic Family Wealth Counselors
New Jersey
$382K – – –
PWMG
366
Prestige Wealth Management Group
New Jersey
$380K -$607 -27 -0.2%
PGAM
367
Princeton Global Asset Management
New Jersey
$380K – – –
PWA
368
Physician Wealth Advisors
Utah
$376K +$701 +30 +0.2%
JCM
369
Jacobsen Capital Management
Utah
$375K +$1.96K +87 +0.5%
EP
370
Eudaimonia Partners
Tennessee
$373K +$57.9K +2,577 +18%
GG
371
Gofen & Glossberg
Illinois
$367K +$67 +3 +0%
EHC
372
Everett Harris & Co
California
$366K +$45.5K +2,025 +14%
HC
373
Hamilton Capital
Ohio
$360K +$360K +15,984 New
Rockefeller Capital Management
374
Rockefeller Capital Management
New York
$357K +$24.5K +1,092 +7%
OPS
375
Orion Portfolio Solutions
Nebraska
$357K +$143K +6,369 +67%
13 14
15
16 17