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
1
Envestnet Asset Management
Illinois
$140M
2
MG
2
Mather Group
Illinois
$373M
3
Ameriprise
3
Ameriprise
Minnesota
$115M
4
SCA
4
Stuart Chaussee & Associates
California
$20M
5
APP
5
Avantax Planning Partners
Iowa
$375M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.93B
2
BHB
2
Bank Hapoalim BM
Israel
$14.8M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$30.2M
4
PFO
4
Pathstone Family Office
New Jersey
$7.56M
5
Betterment LLC
5
Betterment LLC
New York
$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$33M +$1.27M +55,653 +4%
Bank of America
27
Bank of America
North Carolina
$30.9M +$520K +22,809 +2%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$30.2M -$28.1M – –
HighTower Advisors
29
HighTower Advisors
Illinois
$29.6M +$1.54M +67,500 +5%
TWP
30
Treybourne Wealth Planners
Indiana
$28.6M +$1.78M +78,165 +7%
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$28.5M -$677K -29,727 -2%
BA
32
Ballast Advisors
Minnesota
$27.6M +$920K +40,371 +3%
PMG
33
ProVise Management Group
Florida
$27.6M +$1.19M +52,215 +5%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$27.6M +$2.5M +109,749 +10%
VWA
35
Visionary Wealth Advisors
Illinois
$24.7M +$3.92M +171,801 +19%
NFG
36
Nadler Financial Group
Illinois
$22.5M +$980K +43,008 +5%
SAMC
37
Spectrum Asset Management (California)
California
$22.2M -$1.23M -53,790 -5%
MM
38
Main Management
California
$20.7M -$307K -13,476 -1%
RRWA
39
Rainey & Randall Wealth Advisors
Florida
$20.5M +$807K +35,415 +4%
SCA
40
Stuart Chaussee & Associates
California
$20M +$20M +878,601 New
AG
41
Appleton Group
Wisconsin
$19.8M +$388K +17,016 +2%
ASI
42
Advisory Services & Investments
Oregon
$19.5M -$125K -5,472 -0.6%
MFGP
43
Marshall Financial Group (Pennsylvania)
Pennsylvania
$19.2M +$313K +13,722 +2%
HI
44
Horizon Investments
North Carolina
$18.7M +$803K +35,244 +4%
ACA
45
Ackerman Capital Advisors
Texas
$18.3M +$5.33M +233,934 +41%
TWM
46
Tradition Wealth Management
Minnesota
$17.8M +$882K +38,712 +5%
SAM
47
Summit Asset Management
Tennessee
$17.8M +$409K +17,952 +2%
GC
48
Garde Capital
Washington
$16.6M +$88.5K +3,882 +0.5%
PA
49
Prism Advisors
California
$15.9M -$835K -36,636 -5%
CI
50
CX Institutional
Indiana
$15.1M +$135K +5,916 +0.9%
1
2
3 4 5