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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
+$33.8M
2
KAS
Kestra Advisory Services
Texas
+$27.3M
3
FMP
Financial Management Professionals
Texas
+$17.5M
4
SC
Savant Capital
Illinois
+$16.1M
5
RRWA
Rainey & Randall Wealth Advisors
Florida
+$14.6M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$225M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$30.2M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$21.1M
4
SCA
Stuart Chaussee & Associates
California
-$20M
5
BHB
Bank Hapoalim BM
Israel
-$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIA
426
Tiemann Investment Advisors
California
$234K – – –
MWM
427
Meridian Wealth Management
Kentucky
$232K +$5.33K +237 +2%
JAG
428
Journey Advisory Group
Kentucky
$230K +$17K +756 +8%
EA
429
Elm Advisors
California
$226K – – –
WI
430
Wedgewood Investors
Pennsylvania
$226K – – –
PFM
431
Parsec Financial Management
North Carolina
$224K – – –
FFA
432
First Foundation Advisors
California
$224K +$224K +9,942 New
PA
433
PFG Advisors
Arizona
$224K +$224K +9,966 New
SHA
434
Seneca House Advisors
Virginia
$221K -$303K -13,485 -58%
CA
435
Cambridge Advisors
Nebraska
$220K -$11.3K -501 -5%
CAL
436
Capital Analysts LLC
Pennsylvania
$219K – – –
AAS
437
Annex Advisory Services
Wisconsin
$216K – – –
FWI
438
Facet Wealth Inc
Maryland
$215K +$215K +9,564 New
SB
439
Strategic Blueprint
Georgia
$213K -$177K -7,884 -45%
AIA
440
Allied Investment Advisors
Montana
$211K +$1.01K +45 +0.5%
SC
441
Schoolcraft Capital
Colorado
$210K -$1.42K -63 -0.7%
JWA
442
JFS Wealth Advisors
Pennsylvania
$205K +$8.35K +372 +4%
TCWM
443
Total Clarity Wealth Management
Illinois
$204K -$43K -1,914 -17%
OC
444
Oarsman Capital
Wisconsin
$203K -$25K -1,110 -11%
BS
445
Boenning & Scattergood
Pennsylvania
$201K +$201K +8,976 New
MAFM
446
Mid Atlantic Financial Management
Pennsylvania
$200K -$18.3K -816 -8%
GWM
447
Geneos Wealth Management
Colorado
$179K +$179K +7,869 New
AIM
448
Anchor Investment Management
South Carolina
$176K +$21.3K +948 +14%
FRA
449
Front Row Advisors
California
$167K – – –
SIC
450
Salem Investment Counselors
North Carolina
$167K – – –
16 17
18
19 20