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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
1
Mather Group
Illinois
$402M
2
KAS
2
Kestra Advisory Services
Texas
$38.5M
3
FMP
3
Financial Management Professionals
Texas
$17.5M
4
SC
4
Savant Capital
Illinois
$54.9M
5
RRWA
5
Rainey & Randall Wealth Advisors
Florida
$34.8M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.68B
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$30.8M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$11.4M
4
SCA
4
Stuart Chaussee & Associates
California
$0
5
BHB
5
Bank Hapoalim BM
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
26
GenWealth Group
New Jersey
$35.1M +$337K +14,961 +1%
RRWA
27
Rainey & Randall Wealth Advisors
Florida
$34.8M +$14.6M +650,937 +72%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$30.8M -$30.2M – –
HighTower Advisors
29
HighTower Advisors
Illinois
$29.3M +$69.6K +3,096 +0.2%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$29.1M +$1.9M +84,414 +7%
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$28.1M -$54.9K -2,442 -0.2%
Bank of America
32
Bank of America
North Carolina
$28M -$2.59M -114,945 -8%
PMG
33
ProVise Management Group
Florida
$27.5M +$305K +13,578 +1%
BA
34
Ballast Advisors
Minnesota
$25.9M -$1.39M -61,752 -5%
VWA
35
Visionary Wealth Advisors
Illinois
$25.5M +$1.19M +53,055 +5%
NFG
36
Nadler Financial Group
Illinois
$22.7M +$547K +24,324 +2%
SAMC
37
Spectrum Asset Management (California)
California
$21.3M -$566K -25,155 -3%
MM
38
Main Management
California
$20.6M +$105K +4,659 +0.5%
ASI
39
Advisory Services & Investments
Oregon
$19.6M +$370K +16,464 +2%
MFGP
40
Marshall Financial Group (Pennsylvania)
Pennsylvania
$19.5M +$572K +25,416 +3%
AG
41
Appleton Group
Wisconsin
$19.4M -$99.1K -4,407 -0.5%
ACA
42
Ackerman Capital Advisors
Texas
$18M -$86.8K -3,858 -0.5%
TWM
43
Tradition Wealth Management
Minnesota
$17.9M +$284K +12,639 +2%
SAM
44
Summit Asset Management
Tennessee
$17.7M +$122K +5,415 +0.7%
FMP
45
Financial Management Professionals
Texas
$17.5M +$17.5M +776,064 +55,394%
MGIA
46
Moneta Group Investment Advisors
Missouri
$16.2M +$2.47M +110,010 +18%
GC
47
Garde Capital
Washington
$16.2M -$148K -6,588 -0.9%
SWRP
48
Summit Wealth & Retirement Planning
California
$16.1M +$1.27M +56,289 +9%
CI
49
CX Institutional
Indiana
$16M +$1.04M +46,125 +7%
CAN
50
Cetera Advisor Networks
California
$15.3M +$473K +21,051 +3%
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