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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
+$57.2M
2
MG
Mather Group
Illinois
+$35.4M
3
Ameriprise
Ameriprise
Minnesota
+$22.7M
4
SCA
Stuart Chaussee & Associates
California
+$20M
5
APP
Avantax Planning Partners
Iowa
+$14.1M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$359M
2
BHB
Bank Hapoalim BM
Israel
-$51.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$28.1M
4
PFO
Pathstone Family Office
New Jersey
-$21.5M
5
Betterment LLC
Betterment LLC
New York
-$8.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
376
Rockefeller Capital Management
New York
$337K +$241K +10,620 +253%
AWA
377
Arkadios Wealth Advisors
Georgia
$335K -$216K -9,501 -39%
EHC
378
Everett Harris & Co
California
$325K +$23.9K +1,050 +8%
FCM
379
Firestone Capital Management
Florida
$322K +$51.5K +2,259 +19%
APSP
380
Asset Planning Services (Pennsylvania)
Pennsylvania
$319K – – –
EP
381
Eudaimonia Partners
Tennessee
$319K +$305K +13,410 +2,202%
WIA
382
World Investment Advisors
California
$319K +$319K +14,013 New
WANY
383
Wealthspire Advisors (New York)
New York
$318K +$1.09K +48 +0.3%
EH
384
Equitable Holdings
New York
$314K +$478 +21 +0.2%
FWM
385
Focused Wealth Management
New York
$311K -$1.43M -62,517 -82%
Deutsche Bank
386
Deutsche Bank
Germany
$308K +$308K +13,536 New
VCWA
387
Vanguard Capital Wealth Advisors
Colorado
$306K +$25.5K +1,119 +9%
Bank of New York Mellon
388
Bank of New York Mellon
New York
$303K +$1.78K +78 +0.6%
ECM
389
Elgethun Capital Management
South Dakota
$290K +$61.4K +2,694 +27%
JWM
390
Janiczek Wealth Management
Colorado
$287K – – –
CAM
391
Carret Asset Management
New York
$283K -$20.5K -900 -7%
Millennium Management
392
Millennium Management
New York
$283K +$283K +12,432 New
BFPW
393
BOK Financial Private Wealth
Colorado
$279K -$1.91K -84 -0.7%
OIA
394
Optimum Investment Advisors
Illinois
$279K +$32.9K +1,446 +13%
AIA
395
AIMZ Investment Advisors
California
$276K – – –
TWM
396
TriaGen Wealth Management
California
$273K – – –
5L
397
55I LLC
Massachusetts
$273K +$273K +11,997 New
UR
398
USCA RIA
Texas
$273K +$273K +12,000 New
Lido Advisors
399
Lido Advisors
California
$271K +$68 +3 +0%
YIA
400
YHB Investment Advisors
Connecticut
$265K +$13.7K +600 +5%
14 15
16
17 18