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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 %
MCM
101
MAI Capital Management
Ohio
$6.9M -$198K -8,793 -3%
AWM
102
AE Wealth Management
Kansas
$6.88M +$133K +5,910 +2%
WPIC
103
White Pine Investment Company
Michigan
$6.85M -$20K -891 -0.3%
LIM
104
Leavell Investment Management
Alabama
$6.58M +$562K +24,984 +9%
RWM
105
RKL Wealth Management
Pennsylvania
$6.34M -$87K -3,870 -1%
LC
106
LCNB Corp
Ohio
$6.33M +$636K +28,257 +11%
EWM
107
Empirical Wealth Management
Washington
$6.3M -$18.2K -807 -0.3%
SAF
108
Smith Anglin Financial
Texas
$6.21M -$314K -13,953 -5%
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$5.8M -$195K -8,658 -3%
FA
110
Financial Advisors
Massachusetts
$5.66M +$1.18M +52,350 +26%
SWM
111
Southern Wealth Management
Texas
$5.66M +$101K +4,494 +2%
ACA
112
Affinity Capital Advisors
California
$5.64M -$382K -16,980 -6%
Citadel Advisors
113
Citadel Advisors
Florida
$5.64M +$4.75M +211,089 +535%
BAMG
114
Brand Asset Management Group
Missouri
$5.55M +$47.6K +2,115 +0.9%
SWA
115
Stratos Wealth Advisors
Ohio
$5.53M -$447K -19,887 -7%
GWS
116
Glassman Wealth Services
Virginia
$5.5M -$437K -19,425 -7%
ISWM
117
Independent Solutions Wealth Management
New York
$5.17M +$140K +6,243 +3%
MML Investors Services
118
MML Investors Services
Massachusetts
$5.13M +$380K +16,884 +8%
SWM
119
SeaCrest Wealth Management
New York
$5.08M -$70.6K -3,138 -1%
BDWCC
120
B&D White Capital Company
Texas
$5.08M -$14.4K -642 -0.3%
CG
121
Colony Group
Massachusetts
$4.98M -$7.96K -354 -0.2%
WAM
122
WealthTrust Asset Management
Florida
$4.96M -$1.35M -60,183 -21%
NRI
123
NFP Retirement Inc
California
$4.95M -$1.07M -47,385 -18%
PAG
124
Private Advisor Group
New Jersey
$4.91M +$2.29M +101,739 +87%
IFS
125
Ifrah Financial Services
Arkansas
$4.83M -$20.7K -921 -0.4%
3 4
5
6 7