SCHV icon

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
1
Mather Group
Illinois
$402M
2
KAS
2
Kestra Advisory Services
Texas
$38.5M
3
FMP
3
Financial Management Professionals
Texas
$17.5M
4
SC
4
Savant Capital
Illinois
$54.9M
5
RRWA
5
Rainey & Randall Wealth Advisors
Florida
$34.8M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.68B
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$30.8M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$11.4M
4
SCA
4
Stuart Chaussee & Associates
California
$0
5
BHB
5
Bank Hapoalim BM
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
51
Prism Advisors
California
$15.3M -$385K -17,121 -2%
SFG
52
Sage Financial Group
Pennsylvania
$14.9M +$59.9K +2,664 +0.4%
GIA
53
GHP Investment Advisors
Colorado
$14.7M -$77K -3,423 -0.5%
HI
54
Horizon Investments
North Carolina
$13.9M -$4.55M -202,449 -25%
NCMW
55
Northern Capital Management (Washington)
Washington
$13.7M +$179K +7,977 +1%
Creative Planning
56
Creative Planning
Kansas
$13.5M +$2.66M +118,287 +25%
MA
57
Mutual Advisors
Nebraska
$13.1M +$307K +13,629 +2%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$13.1M +$1.24M +55,104 +10%
XF
59
XML Financial
Maryland
$13.1M +$1.49M +66,213 +13%
IWA
60
IVC Wealth Advisors
Pennsylvania
$12.8M +$280K +12,468 +2%
AIP
61
Almanack Investment Partners
Pennsylvania
$12.2M -$2.01M -89,472 -14%
GB
62
Goepper Burkhardt
South Carolina
$12.2M -$31.4K -1,395 -0.3%
IAN
63
Integrated Advisors Network
Texas
$12.1M +$469K +20,868 +4%
FAN
64
Financial Advisors Network
California
$12.1M +$1.95M +81,042 +19%
CWA
65
Cornerstone Wealth Advisors
Minnesota
$11.8M +$367K +16,317 +3%
DP
66
Denver PWM
Colorado
$11.5M +$713K +31,701 +7%
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$11.4M -$21.1M -937,359 -65%
BlackRock
68
BlackRock
New York
$11.3M -$340K -15,099 -3%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$11.2M -$1.52M -67,713 -12%
TCPWM
70
Traverso Chambers Private Wealth Management
California
$10.8M +$162K +7,209 +2%
BPA
71
Beacon Pointe Advisors
California
$10.6M +$125K +5,574 +1%
CGFA
72
Colton Groome Financial Advisors
North Carolina
$10.1M -$2.45M -109,071 -20%
CCMG
73
Clark Capital Management Group
Pennsylvania
$9.91M -$3.29M -146,385 -25%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$9.73M -$149K -6,636 -2%
WFA
75
Wipfli Financial Advisors
Wisconsin
$9.6M -$64.9K -2,886 -0.7%
1 2
3
4 5