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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 %
CIA
501
Cascade Investment Advisors
Oregon
$41.7K +$19.5K +855 +88%
SSB
502
Sandy Spring Bank
Maryland
$38K +$7.3K +318 +24%
LWA
503
Lenox Wealth Advisors
New York
$36K -$67.1K -2,925 -65%
PK
504
Pflug Koory
Nebraska
$36K – – –
SFPG
505
Stonebridge Financial Planning Group
Florida
$35K – – –
RDFA
506
Ritter Daniher Financial Advisory
Ohio
$35K – – –
CFO
507
CVA Family Office
Colorado
$34K +$68 +3 +0.2%
CWA
508
Clearview Wealth Advisors
Oregon
$34K +$6.94K +300 +26%
FMP
509
Financial Management Professionals
Texas
$32K +$32K +1,401 New
BWA
510
BDO Wealth Advisors
Florida
$30K -$16.6K -720 -36%
JHCP
511
Jackson Hole Capital Partners
Oklahoma
$30K – – –
MSFP
512
Mark Sheptoff Financial Planning
Connecticut
$29K – – –
RF
513
Robbins Farley
New Hampshire
$28K – – –
GIA
514
Goodwin Investment Advisory
Georgia
$28K +$28K +1,218 New
First Manhattan
515
First Manhattan
New York
$27K – – –
GLLW
516
Graves Light Lenhart Wealth
Virginia
$25K – – –
RBC
517
Roble Belko & Company
Pennsylvania
$25K +$4.73K +210 +23%
FPB
518
First PREMIER Bank
South Dakota
$24K – – –
PAI
519
Pittenger & Anderson Inc
Nebraska
$19K – – –
BFC
520
Bedel Financial Consulting
Indiana
$19K +$70 +3 +0.4%
MPWT
521
MassMutual Private Wealth & Trust
Connecticut
$18K +$17.2K +750 +2,083%
Simplex Trading
522
Simplex Trading
Illinois
$17K -$90.2K -4,089 -84%
AA
523
Ancora Advisors
Ohio
$17K -$207 -9 -1%
SFP
524
Sterling Financial Planning
New Jersey
$16K -$1.97K -84 -11%
MWC
525
MBM Wealth Consultants
Missouri
$14K -$700 -30 -5%
19 20
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