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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 %
HR
476
Howe & Rusling
New York
$71K +$341 +15 +0.5%
MHR
477
Matthew Hamilton Rosenberg
$68K – – –
BCA
478
Berman Capital Advisors
Georgia
$67K +$205 +9 +0.3%
FA
479
Faithward Advisors
Pennsylvania
$67K +$15.5K +684 +30%
AWM
480
Atticus Wealth Management
Florida
$66K -$15.5K -675 -19%
PMFA
481
Plante Moran Financial Advisors
Michigan
$64K – – –
EK
482
Evensky & Katz
Florida
$63K -$2.39K -105 -4%
BCM
483
Blume Capital Management
California
$59K +$24.8K +1,089 +73%
CCP
484
Clarkston Capital Partners
Michigan
$55K – – –
IF
485
Ironwood Financial
Arizona
$52K +$27.1K +1,182 +109%
OSAM
486
O'Shaughnessy Asset Management
Connecticut
$52K +$41.6K +1,839 +398%
AAP
487
Arax Advisory Partners
Colorado
$52K +$52K +2,268 New
M
488
MOTCO
Texas
$52K +$52K +2,280 New
TCM
489
Tradewinds Capital Management
Washington
$51K – – –
FFG
490
Ford Financial Group
California
$51K +$51K +2,250 New
ACA
491
Aptus Capital Advisors
Alabama
$50K -$4.89K -213 -9%
VCM
492
Versant Capital Management
Arizona
$49K -$2.78K -123 -5%
CCM
493
Covington Capital Management
California
$49K +$49K +2,166 New
AIA
494
Armor Investment Advisors
North Carolina
$48K – – –
TCM
495
TD Capital Management
Tennessee
$47K +$5.7K +249 +14%
LWANC
496
Laurel Wealth Advisors (North Carolina)
North Carolina
$46K -$9.81K -435 -18%
AC
497
AlphaCore Capital
California
$45K – – –
MAWCM
498
Mine & Arao Wealth Creation & Management
California
$44K – – –
WP
499
WealthShield Partners
North Carolina
$44K +$8.08K +354 +22%
AF
500
Allworth Financial
California
$42K -$12.1K -537 -22%
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