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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 %
PCA
401
Personal Capital Advisors
California
$264K -$58.1K -2,547 -18%
VST
402
Van Strum & Towne
California
$262K +$262K +11,490 New
IWP
403
IAG Wealth Partners
Wisconsin
$258K – – –
BAIA
404
Bel Air Investment Advisors
California
$255K – – –
TRCT
405
Tower Research Capital (TRC)
New York
$254K +$231K +10,125 +999%
IWA
406
Intercontinental Wealth Advisors
Texas
$253K +$253K +11,100 New
CFS
407
CRA Financial Services
New Jersey
$250K +$4.16K +183 +2%
TCWM
408
Total Clarity Wealth Management
Illinois
$250K +$110K +4,842 +79%
LC
409
Landaas & Company
Wisconsin
$247K – – –
AC
410
Apella Capital
Connecticut
$247K +$247K +10,824 New
NA
411
NewEdge Advisors
Louisiana
$244K +$137 +6 +0.1%
FFWM
412
Future Financial Wealth Management
Ohio
$239K – – –
AWA
413
Acorn Wealth Advisors
Michigan
$239K +$1.17K +51 +0.5%
MC
414
Montag & Caldwell
Georgia
$239K +$239K +10,467 New
Barclays
415
Barclays
United Kingdom
$238K +$218K +9,555 +1,062%
TIA
416
Tiemann Investment Advisors
California
$237K -$6.35K -279 -3%
IWC
417
Integrated Wealth Concepts
Massachusetts
$234K +$12.9K +567 +6%
CA
418
Cambridge Advisors
Nebraska
$234K +$15.8K +693 +7%
OC
419
Oarsman Capital
Wisconsin
$231K -$753 -33 -0.3%
MWM
420
Meridian Wealth Management
Kentucky
$230K -$12.8K -561 -5%
EA
421
Elm Advisors
California
$229K – – –
WI
422
Wedgewood Investors
Pennsylvania
$229K – – –
IB
423
Intrust Bank
Kansas
$226K – – –
VWA
424
V Wealth Advisors
Kansas
$224K +$273 +12 +0.1%
CAL
425
Capital Analysts LLC
Pennsylvania
$222K – – –
15 16
17
18 19