SCHV icon

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 %
MAFM
426
Mid Atlantic Financial Management
Pennsylvania
$221K -$1.23K -54 -0.6%
William Blair & Company
427
William Blair & Company
Illinois
$221K +$136K +5,976 +161%
WWM
428
Western Wealth Management
Colorado
$221K +$221K +9,669 New
LBC
429
Lowe Brockenbrough & Co
Virginia
$220K -$11.6K -510 -5%
AAS
430
Annex Advisory Services
Wisconsin
$220K – – –
NNP
431
Nachman Norwood & Parrott
South Carolina
$220K +$137 +6 +0.1%
SWA
432
SFMG Wealth Advisors
Texas
$220K +$220K +9,645 New
OPS
433
Orion Portfolio Solutions
Nebraska
$217K +$217K +9,516 New
JAG
434
Journey Advisory Group
Kentucky
$216K -$5.81K -255 -3%
SC
435
Schoolcraft Capital
Colorado
$214K +$68 +3 +0%
NQWM
436
Northwest Quadrant Wealth Management
Oregon
$213K +$213K +9,354 New
AIA
437
Allied Investment Advisors
Montana
$213K +$213K +9,354 New
PFM
438
Parsec Financial Management
North Carolina
$212K +$212K +9,291 New
BRWA
439
B. Riley Wealth Advisors
Florida
$210K +$210K +9,183 New
SNBOSCI
440
Security National Bank of Sioux City Iowa
Iowa
$202K +$202K +8,883 New
ZF
441
Zhang Financial
Michigan
$201K +$201K +8,808 New
LNC
442
Lincoln National Corp
Pennsylvania
$201K +$201K +8,823 New
BIA
443
Bigelow Investment Advisors
Maine
$201K +$201K +8,835 New
JWA
444
JFS Wealth Advisors
Pennsylvania
$200K -$56.5K -2,475 -22%
KIA
445
KCM Investment Advisors
California
$200K +$200K +8,796 New
PNC Financial Services Group
446
PNC Financial Services Group
Pennsylvania
$190K – – –
CIAS
447
Capital Investment Advisory Services
North Carolina
$189K +$1.71K +75 +0.9%
TAIM
448
TD Ameritrade Investment Management
Nebraska
$186K -$182K -8,010 -50%
TWA
449
TCI Wealth Advisors
Arizona
$178K – – –
FCA
450
FinTrust Capital Advisors
South Carolina
$176K -$97K -4,263 -36%
16 17
18
19 20