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

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.68B
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$30.8M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$11.4M
4
SCA
Stuart Chaussee & Associates
California
$0
5
BHB
Bank Hapoalim BM
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
476
Arcadia Investment Advisors
Idaho
$75K – – –
HR
477
Howe & Rusling
New York
$71K +$339 +15 +0.5%
MHR
478
Matthew Hamilton Rosenberg
$67K – – –
FA
479
Faithward Advisors
Pennsylvania
$67K +$135 +6 +0.2%
KA
480
Kozak & Associates
Colorado
$67K +$67K +2,769 New
BCA
481
Berman Capital Advisors
Georgia
$66K +$201 +9 +0.3%
PMFA
482
Plante Moran Financial Advisors
Michigan
$63K – – –
EK
483
Evensky & Katz
Florida
$63K +$340 +15 +0.5%
CWA
484
Clearview Wealth Advisors
Oregon
$61K +$27.8K +1,230 +84%
AA
485
Ancora Advisors
Ohio
$60K +$43.3K +1,911 +259%
BCM
486
Blume Capital Management
California
$58K – – –
EWM
487
EPG Wealth Management
Georgia
$58K +$58K +2,574 New
OSAM
488
O'Shaughnessy Asset Management
Connecticut
$52K +$203 +9 +0.4%
M
489
MOTCO
Texas
$51K – – –
AAP
490
Arax Advisory Partners
Colorado
$51K – – –
TCM
491
Tradewinds Capital Management
Washington
$50K – – –
ACA
492
Aptus Capital Advisors
Alabama
$49K – – –
AWM
493
Atticus Wealth Management
Florida
$48K -$16.9K -750 -26%
AIA
494
Armor Investment Advisors
North Carolina
$48K – – –
CCP
495
Clarkston Capital Partners
Michigan
$46K -$8.24K -366 -15%
TCM
496
TD Capital Management
Tennessee
$46K +$267 +12 +0.6%
VCM
497
Versant Capital Management
Arizona
$45K -$3.71K -165 -8%
AC
498
AlphaCore Capital
California
$45K – – –
MAWCM
499
Mine & Arao Wealth Creation & Management
California
$44K – – –
GIA
500
Goodwin Investment Advisory
Georgia
$43K +$15.3K +672 +55%
18 19
20
21 22