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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 %
BC
551
Barnett & Company
Tennessee
$2K – – –
GWMIA
552
Global Wealth Management Investment Advisory
Florida
$2K – – –
SW
553
SVB Wealth
Massachusetts
$1K – – –
CA
554
Clearstead Advisors
Ohio
$1K – – –
NC
555
NewSquare Capital
Pennsylvania
$1K – – –
JFA
556
JNBA Financial Advisors
Minnesota
$1K – – –
CAAS
557
Capital Asset Advisory Services
Michigan
$1K – – –
WWM
558
Wolff Wiese Magana
California
$1K – – –
BIA
559
Bell Investment Advisors
California
$1K +$1K +27 New
APWA
560
Atlas Private Wealth Advisors
New Jersey
$1K +$1K +27 New
Optiver Holding
561
Optiver Holding
Netherlands
$1K +$1K +45 New
GKWIM
562
Gerber Kawasaki Wealth & Investment Management
California
$1K +$1K +81 New
VCWA
563
Vanguard Capital Wealth Advisors
Colorado
$328 +$25 +1,125 +8%
SCA
564
Stuart Chaussee & Associates
California
– -$20M -878,601 Closed
FC
565
Ferris Capital
Massachusetts
– -$7.36M -322,710 Closed
BHB
566
Bank Hapoalim BM
Israel
– -$14.8M -145,098 Closed
JWCA
567
J.W. Cole Advisors
Florida
– -$583K -25,581 Closed
RCM
568
Radnor Capital Management
Pennsylvania
– -$446K -19,560 Closed
Deutsche Bank
569
Deutsche Bank
Germany
– -$308K -13,536 Closed
Millennium Management
570
Millennium Management
New York
– -$283K -12,432 Closed
IB
571
Intrust Bank
Kansas
– -$226K -9,906 Closed
LBC
572
Lowe Brockenbrough & Co
Virginia
– -$220K -9,675 Closed
SWA
573
SFMG Wealth Advisors
Texas
– -$220K -9,645 Closed
BRWA
574
B. Riley Wealth Advisors
Florida
– -$210K -9,183 Closed
SNBOSCI
575
Security National Bank of Sioux City Iowa
Iowa
– -$202K -8,883 Closed
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