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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 %
KCPG
376
Kavar Capital Partners Group
Kansas
$356K -$67.5K -3,000 -16%
EL
377
Essex LLC
Illinois
$355K +$355K +15,795 New
TC
378
Tenret Company
Florida
$352K -$3.04K -135 -0.9%
BO
379
BRR OpCo
Ohio
$345K +$1.42K +63 +0.4%
CDIA
380
Capital Directions Investment Advisors
Georgia
$337K -$266K -11,832 -44%
MS
381
Madden Securities
Texas
$337K +$135 +6 +0%
AIC
382
Ayalon Insurance Company
Israel
$334K -$298K -13,086 -47%
CWA
383
Centennial Wealth Advisory
Michigan
$334K -$17.1K -759 -5%
AW
384
ACG Wealth
Georgia
$332K -$30.3K -1,347 -8%
CAG
385
Csenge Advisory Group
Florida
$327K -$104K -4,566 -24%
Marshall Wace
386
Marshall Wace
United Kingdom
$327K +$327K +14,559 New
KWM
387
Keebeck Wealth Management
Illinois
$323K -$507K -22,581 -61%
FCM
388
Firestone Capital Management
Florida
$322K – – –
JFGIW
389
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$321K -$24.2K -1,077 -7%
PIMG
390
Patriot Investment Management Group
Tennessee
$315K -$190K -8,475 -38%
APSP
391
Asset Planning Services (Pennsylvania)
Pennsylvania
$315K – – –
ECM
392
Elgethun Capital Management
South Dakota
$313K +$26.6K +1,182 +9%
CB
393
Commerce Bank
Missouri
$308K -$26K -1,155 -8%
FWM
394
Focused Wealth Management
New York
$308K +$1.62K +72 +0.5%
FA
395
Fountainhead AM
New Jersey
$301K -$59.2K -2,637 -16%
PWM
396
PRW Wealth Management
Massachusetts
$298K +$298K +13,248 New
VST
397
Van Strum & Towne
California
$296K +$37.5K +1,665 +14%
PL
398
Plancorp LLC
Missouri
$296K +$296K +13,182 New
CIC
399
Carnegie Investment Counsel
Ohio
$294K -$135K -5,982 -31%
JWM
400
Janiczek Wealth Management
Colorado
$283K – – –
14 15
16
17 18