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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 %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$10M +$1.32M +57,756 +15%
SBL
77
Sargent Bickham Lagudis
Colorado
$9.87M +$7.95M +349,038 +415%
WFA
78
Wipfli Financial Advisors
Wisconsin
$9.79M -$794K -34,848 -8%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$9.75M +$1.41M +61,809 +17%
PP
80
PrairieView Partners
Minnesota
$9.71M -$196K -8,592 -2%
PCIA
81
Prime Capital Investment Advisors
Kansas
$9.69M +$1.58M +69,147 +19%
SFS
82
Sowell Financial Services
Arkansas
$9.57M -$1.35M -59,253 -12%
FAN
83
Financial Advisors Network
California
$9.56M +$1.6M +69,990 +20%
HSA
84
HBK Sorce Advisory
Pennsylvania
$9.45M +$295K +12,933 +3%
HG
85
Harbor Group
New Hampshire
$9.24M -$345K -15,135 -4%
SFA
86
Sequoia Financial Advisors
Ohio
$9M -$64.7K -2,838 -0.7%
ST
87
Spinnaker Trust
Maine
$8.93M -$2.56M -112,155 -22%
GIA
88
Gladstone Institutional Advisory
Florida
$8.89M -$789K -34,611 -8%
MFT
89
Moisand Fitzgerald Tamayo
Florida
$8.87M +$167K +7,311 +2%
HFA
90
Hoover Financial Advisors
Pennsylvania
$8.73M -$92.6K -4,062 -1%
HA
91
Harborview Advisors
Maine
$8.71M +$180K +7,920 +2%
OWM
92
Opes Wealth Management
California
$8.65M -$469K -20,583 -5%
NDSI
93
Newman Dignan & Sheerar Inc
Rhode Island
$8.61M +$259K +11,364 +3%
SFA
94
Seneca Financial Advisors
New York
$8.26M +$104K +4,569 +1%
CAM
95
Cresset Asset Management
Illinois
$8.14M -$2.05M -90,162 -20%
TNA
96
True North Advisors
Texas
$7.7M +$7.7M +337,734 New
PFO
97
Pathstone Family Office
New Jersey
$7.56M -$21.5M -942,471 -74%
CAG
98
Curtis Advisory Group
California
$7.42M -$433K -19,002 -6%
CP
99
Capital Planning
Washington
$7.41M +$7.52K +330 +0.1%
OCM
100
One Capital Management
California
$7.4M -$54.3K -2,385 -0.7%
2 3
4
5 6