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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
1
Envestnet Asset Management
Illinois
$140M
2
MG
2
Mather Group
Illinois
$373M
3
Ameriprise
3
Ameriprise
Minnesota
$115M
4
SCA
4
Stuart Chaussee & Associates
California
$20M
5
APP
5
Avantax Planning Partners
Iowa
$375M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.93B
2
BHB
2
Bank Hapoalim BM
Israel
$14.8M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$30.2M
4
PFO
4
Pathstone Family Office
New Jersey
$7.56M
5
Betterment LLC
5
Betterment LLC
New York
$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$15.1M +$1.33M +58,410 +10%
SWRP
52
Summit Wealth & Retirement Planning
California
$15M -$118K -5,178 -0.8%
SFG
53
Sage Financial Group
Pennsylvania
$15M +$893K +39,168 +6%
GIA
54
GHP Investment Advisors
Colorado
$14.9M +$107K +4,680 +0.7%
BHB
55
Bank Hapoalim BM
Israel
$14.8M -$51.7M -505,902 -78%
AIP
56
Almanack Investment Partners
Pennsylvania
$14.4M +$8.01M +351,645 +126%
MGIA
57
Moneta Group Investment Advisors
Missouri
$13.9M +$3.09M +135,801 +29%
NCMW
58
Northern Capital Management (Washington)
Washington
$13.7M +$1.79M +78,432 +15%
CCMG
59
Clark Capital Management Group
Pennsylvania
$13.4M +$3.36M +147,537 +34%
MA
60
Mutual Advisors
Nebraska
$13M +$3.83M +167,919 +42%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$12.9M +$1M +43,935 +8%
IWA
62
IVC Wealth Advisors
Pennsylvania
$12.7M +$1.54M +67,665 +14%
CGFA
63
Colton Groome Financial Advisors
North Carolina
$12.7M +$2.52M +110,598 +25%
GB
64
Goepper Burkhardt
South Carolina
$12.4M +$395K +17,343 +3%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$12.1M -$335K -14,691 -3%
IAN
66
Integrated Advisors Network
Texas
$11.8M +$3.29M +144,222 +38%
BlackRock
67
BlackRock
New York
$11.8M -$486K -21,339 -4%
XF
68
XML Financial
Maryland
$11.8M +$611K +26,796 +5%
CWA
69
Cornerstone Wealth Advisors
Minnesota
$11.7M +$507K +22,074 +5%
KAS
70
Kestra Advisory Services
Texas
$11.4M +$556K +24,399 +5%
Creative Planning
71
Creative Planning
Kansas
$11M -$176K -7,713 -2%
DP
72
Denver PWM
Colorado
$10.9M +$1.3M +56,661 +13%
TCPWM
73
Traverso Chambers Private Wealth Management
California
$10.7M +$101K +4,419 +0.9%
BPA
74
Beacon Pointe Advisors
California
$10.6M -$219K -9,621 -2%
SKK
75
Shepherd Kaplan Krochuk
Massachusetts
$10.1M -$39.1K -1,716 -0.4%
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