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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 %
CIAS
451
Capital Investment Advisory Services
North Carolina
$165K -$21.1K -942 -11%
BW
452
Bison Wealth
Georgia
$160K – – –
TWA
453
TCI Wealth Advisors
Arizona
$155K -$20.2K -900 -12%
FCA
454
FinTrust Capital Advisors
South Carolina
$155K -$19.3K -855 -11%
TCWA
455
Ten Capital Wealth Advisors
Washington
$153K +$153K +6,789 New
LFG
456
Larson Financial Group
Missouri
$147K +$4.12K +183 +3%
WPA
457
West Paces Advisors
Georgia
$142K -$372K -16,530 -72%
AA
458
AlphaMark Advisors
Kentucky
$138K -$23.6K -1,050 -15%
CF
459
Centaurus Financial
California
$137K +$68 +3 +0%
FHA
460
First Horizon Advisors
Tennessee
$134K +$19.2K +855 +17%
IF
461
Ironwood Financial
Arizona
$134K +$83K +3,693 +163%
PFBT
462
Parkside Financial Bank & Trust
Missouri
$131K -$2.3K -102 -2%
TFS
463
TrustCore Financial Services
Tennessee
$119K -$15K -669 -11%
CCM
464
Covington Capital Management
California
$113K +$64.2K +2,847 +131%
PB
465
Pinnacle Bancorp
Nebraska
$112K – – –
MAM
466
McCarthy Asset Management
California
$107K +$404 +18 +0.4%
HDIM
467
Hanson & Doremus Investment Management
Vermont
$94K +$94K +4,170 New
SA
468
SRH Advisors
Kansas
$93K – – –
ICM
469
Islay Capital Management
Texas
$89K – – –
JPMorgan Chase & Co
470
JPMorgan Chase & Co
New York
$89K +$11.5K +513 +15%
IRC
471
Investors Research Corp
Georgia
$86K – – –
QCG
472
Quadrant Capital Group
Ohio
$81K – – –
CFB
473
Cullen/Frost Bankers
Texas
$77K +$201 +9 +0.3%
S
474
SignatureFD
Georgia
$77K +$5.02K +222 +7%
HI
475
Hudock Inc
Pennsylvania
$76K -$16.3K -732 -18%
17 18
19
20 21