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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
+$33.8M
2
KAS
Kestra Advisory Services
Texas
+$27.3M
3
FMP
Financial Management Professionals
Texas
+$17.5M
4
SC
Savant Capital
Illinois
+$16.1M
5
RRWA
Rainey & Randall Wealth Advisors
Florida
+$14.6M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$225M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$30.2M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$21.1M
4
SCA
Stuart Chaussee & Associates
California
-$20M
5
BHB
Bank Hapoalim BM
Israel
-$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
501
Sandy Spring Bank
Maryland
$42K +$4.79K +213 +13%
CIA
502
Cascade Investment Advisors
Oregon
$41.2K – – –
RF
503
Robbins Farley
New Hampshire
$40K +$12.4K +555 +45%
AF
504
Allworth Financial
California
$39K -$2.34K -105 -6%
SFPG
505
Stonebridge Financial Planning Group
Florida
$37K – – –
GPA
506
Guidance Point Advisors
Massachusetts
$37K +$37K +1,680 New
WQ
507
Wealth Quarterback
New Jersey
$36K +$36K +1,626 New
AssetMark Inc
508
AssetMark Inc
California
$35K -$79.1K -3,483 -69%
LWA
509
Lenox Wealth Advisors
New York
$35K – – –
RDFA
510
Ritter Daniher Financial Advisory
Ohio
$32K -$2.6K -117 -8%
JHCP
511
Jackson Hole Capital Partners
Oklahoma
$30K – – –
BWA
512
BDO Wealth Advisors
Florida
$29K – – –
MSFP
513
Mark Sheptoff Financial Planning
Connecticut
$29K – – –
MAM
514
Meeder Asset Management
Ohio
$27K +$23.2K +1,032 +604%
CFO
515
CVA Family Office
Colorado
$26K -$210 -12 -0.8%
GLLW
516
Graves Light Lenhart Wealth
Virginia
$25K – – –
PK
517
Pflug Koory
Nebraska
$24K -$11.9K -522 -33%
FPB
518
First PREMIER Bank
South Dakota
$23K – – –
PAI
519
Pittenger & Anderson Inc
Nebraska
$20K +$962 +42 +5%
Qube Research & Technologies (QRT)
520
Qube Research & Technologies (QRT)
United Kingdom
$19K -$102K -4,572 -84%
LWANC
521
Laurel Wealth Advisors (North Carolina)
North Carolina
$18K -$27.3K -1,230 -60%
MPWT
522
MassMutual Private Wealth & Trust
Connecticut
$18K +$136 +6 +0.8%
Simplex Trading
523
Simplex Trading
Illinois
$17K – – –
Barclays
524
Barclays
United Kingdom
$16K -$219K -9,744 -93%
SFP
525
Sterling Financial Planning
New Jersey
$15K +$66 +3 +0.4%
19 20
21
22 23