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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
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 %
PP
76
PrairieView Partners
Minnesota
$9.4M -$183K -8,133 -2%
SBL
77
Sargent Bickham Lagudis
Colorado
$9.38M -$365K -16,221 -4%
PCIA
78
Prime Capital Investment Advisors
Kansas
$9.34M -$223K -9,915 -2%
SKK
79
Shepherd Kaplan Krochuk
Massachusetts
$9.28M -$716K -31,821 -7%
HSA
80
HBK Sorce Advisory
Pennsylvania
$9.28M -$49.8K -2,214 -0.5%
HG
81
Harbor Group
New Hampshire
$8.87M -$248K -11,031 -3%
ST
82
Spinnaker Trust
Maine
$8.79M -$23.8K -1,059 -0.3%
GIA
83
Gladstone Institutional Advisory
Florida
$8.68M -$88.7K -3,945 -1%
OWM
84
Opes Wealth Management
California
$8.68M +$136K +6,048 +2%
NDSI
85
Newman Dignan & Sheerar Inc
Rhode Island
$8.63M +$134K +5,973 +2%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$8.62M -$1.01M -44,925 -10%
MFT
87
Moisand Fitzgerald Tamayo
Florida
$8.55M -$198K -8,808 -2%
SFS
88
Sowell Financial Services
Arkansas
$8.45M -$998K -44,352 -11%
HA
89
Harborview Advisors
Maine
$8.31M -$294K -13,089 -3%
SFA
90
Seneca Financial Advisors
New York
$8.26M +$110K +4,905 +1%
TWP
91
Total Wealth Planning
Ohio
$7.8M +$540K +23,991 +7%
TNA
92
True North Advisors
Texas
$7.7M +$104K +4,638 +1%
CAM
93
Cresset Asset Management
Illinois
$7.66M -$375K -16,668 -5%
PFO
94
Pathstone Family Office
New Jersey
$7.55M +$84.3K +3,747 +1%
CAG
95
Curtis Advisory Group
California
$7.49M +$167K +7,416 +2%
CP
96
Capital Planning
Washington
$7.45M +$138K +6,126 +2%
OCM
97
One Capital Management
California
$7.21M -$95.5K -4,245 -1%
GSIS
98
Global Strategic Investment Solutions
Arizona
$7.18M +$18.6K +828 +0.3%
GCP
99
Gill Capital Partners
Colorado
$7.02M +$57.6K +2,562 +0.8%
PFWA
100
Paces Ferry Wealth Advisors
Georgia
$7.01M +$234K +10,416 +3%
2 3
4
5 6