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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 %
FRA
451
Front Row Advisors
California
$172K – – –
SIC
452
Salem Investment Counselors
North Carolina
$170K +$29.1K +1,275 +21%
AA
453
AlphaMark Advisors
Kentucky
$164K – – –
BW
454
Bison Wealth
Georgia
$162K – – –
GA
455
GoalVest Advisory
New York
$158K +$546 +24 +0.3%
AIM
456
Anchor Investment Management
South Carolina
$156K -$3.42K -150 -2%
LFG
457
Larson Financial Group
Missouri
$145K +$7.33K +321 +5%
PC
458
Permanens Capital
New York
$145K +$34.2K +1,500 +31%
CF
459
Centaurus Financial
California
$138K +$138K +6,075 New
TFS
460
TrustCore Financial Services
Tennessee
$136K -$1.36K -60 -1%
PFBT
461
Parkside Financial Bank & Trust
Missouri
$135K -$11.4K -501 -8%
Qube Research & Technologies (QRT)
462
Qube Research & Technologies (QRT)
United Kingdom
$124K +$124K +5,424 New
FHA
463
First Horizon Advisors
Tennessee
$116K +$43.3K +1,905 +60%
AssetMark Inc
464
AssetMark Inc
California
$115K -$72.7K -3,177 -39%
PB
465
Pinnacle Bancorp
Nebraska
$113K – – –
MAM
466
McCarthy Asset Management
California
$108K +$409 +18 +0.4%
SA
467
SRH Advisors
Kansas
$94K – – –
HI
468
Hudock Inc
Pennsylvania
$94K +$475 +21 +0.5%
ICM
469
Islay Capital Management
Texas
$90K – – –
IRC
470
Investors Research Corp
Georgia
$87K -$2.05K -90 -2%
QCG
471
Quadrant Capital Group
Ohio
$82K – – –
JPMorgan Chase & Co
472
JPMorgan Chase & Co
New York
$78K -$2.99K -132 -4%
CFB
473
Cullen/Frost Bankers
Texas
$78K +$273 +12 +0.4%
AIA
474
Arcadia Investment Advisors
Idaho
$76K – – –
S
475
SignatureFD
Georgia
$73K +$47K +2,049 +181%
17 18
19
20 21