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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 %
SIM
526
Sonora Investment Management
Arizona
$15K +$13.6K +600 +1,000%
EIP
527
Ellis Investment Partners
Pennsylvania
$14K +$65 +3 +0.5%
Fifth Third Bancorp
528
Fifth Third Bancorp
Ohio
$14K +$3.1K +138 +28%
MWC
529
MBM Wealth Consultants
Missouri
$13K -$542 -24 -4%
COCM
530
Charter Oak Capital Management
New Hampshire
$12K – – –
EL
531
EMFO LLC
Florida
$12K +$69 +3 +0.6%
Kayne Anderson Rudnick Investment Management
532
Kayne Anderson Rudnick Investment Management
California
$10K – – –
BAM
533
Barrett Asset Management
New York
$10K – – –
CWA
534
Carolina Wealth Advisors
South Carolina
$10K – – –
KFI
535
Key Financial Inc
Pennsylvania
$10K +$10K +450 New
FFA
536
Founders Financial Alliance
North Carolina
$8K – – –
VNA
537
Valley National Advisers
Pennsylvania
$8K – – –
ME
538
McIlrath & Eck
Washington
$8K – – –
Citigroup
539
Citigroup
New York
$7K +$6.33K +285 +950%
PIP
540
Peachtree Investment Partners
Florida
$6K – – –
SWA
541
Sutton Wealth Advisors
Florida
$5.2K – – –
HIA
542
Harbor Investment Advisory
Maryland
$5K – – –
LDFR
543
Lehman & Derafelo Financial Resources
Pennsylvania
$5K – – –
PFGIA
544
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
CCMW
545
Cypress Capital Management (Wyoming)
Wyoming
$4K -$1.69K -81 -30%
CMA
546
Cedar Mountain Advisors
Oregon
$3K -$4.19K -180 -58%
BAM
547
Bellevue Asset Management
Washington
$3K – – –
LB
548
Legacy Bridge
Iowa
$3K – – –
FFA
549
Freedman Financial Associates
Massachusetts
$3K – – –
BFC
550
Bedel Financial Consulting
Indiana
$2K -$15.5K -720 -89%
20 21
22
23 24