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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 %
TWP
101
Total Wealth Planning
Ohio
$7.36M -$989K -43,410 -12%
FC
102
Ferris Capital
Massachusetts
$7.36M +$7.36M +322,710 New
GSIS
103
Global Strategic Investment Solutions
Arizona
$7.26M -$6.86M -301,014 -49%
MCM
104
MAI Capital Management
Ohio
$7.19M +$6.94M +304,680 +2,772%
GCP
105
Gill Capital Partners
Colorado
$7.06M -$2.53K -111 -0%
WPIC
106
White Pine Investment Company
Michigan
$6.96M +$428K +18,780 +7%
PFWA
107
Paces Ferry Wealth Advisors
Georgia
$6.87M +$155K +6,786 +2%
SCA
108
Stonebridge Capital Advisors
Minnesota
$6.86M +$3.59M +161,046 +110%
AWM
109
AE Wealth Management
Kansas
$6.83M -$828K -36,309 -11%
SAF
110
Smith Anglin Financial
Texas
$6.61M -$119K -5,223 -2%
RWM
111
RKL Wealth Management
Pennsylvania
$6.51M +$519K +22,767 +9%
EWM
112
Empirical Wealth Management
Washington
$6.4M -$270K -11,835 -4%
WAM
113
WealthTrust Asset Management
Florida
$6.4M +$6.4M +280,638 New
ACA
114
Affinity Capital Advisors
California
$6.11M -$1.99M -87,369 -25%
NRI
115
NFP Retirement Inc
California
$6.09M +$2.97M +130,434 +95%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$6.08M +$337K +14,805 +6%
SWA
117
Stratos Wealth Advisors
Ohio
$6.06M +$674K +29,568 +13%
GWS
118
Glassman Wealth Services
Virginia
$6.02M -$614K -26,943 -9%
LIM
119
Leavell Investment Management
Alabama
$5.82M – – –
LC
120
LCNB Corp
Ohio
$5.77M +$627K +27,513 +12%
SWM
121
Southern Wealth Management
Texas
$5.76M +$28.5K +1,224 +0.5%
BAMG
122
Brand Asset Management Group
Missouri
$5.57M +$58.9K +2,583 +1%
SWM
123
SeaCrest Wealth Management
New York
$5.22M -$57.6K -2,526 -1%
BDWCC
124
B&D White Capital Company
Texas
$5.16M +$11.1K +486 +0.2%
ISWM
125
Independent Solutions Wealth Management
New York
$5.1M +$649K +28,482 +15%
3 4
5
6 7