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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 %
CG
126
Colony Group
Massachusetts
$5.06M -$652K -28,623 -11%
IFS
127
Ifrah Financial Services
Arkansas
$4.92M +$45.7K +2,004 +0.9%
MML Investors Services
128
MML Investors Services
Massachusetts
$4.81M +$630K +27,636 +15%
HB
129
Homrich & Berg
Georgia
$4.76M -$10.9K -477 -0.2%
Royal Bank of Canada
130
Royal Bank of Canada
Ontario, Canada
$4.57M -$3.98M -174,558 -47%
FA
131
Financial Advisors
Massachusetts
$4.54M +$1.54M +67,461 +51%
ATWA
132
Arbor Trust Wealth Advisors
Michigan
$4.32M +$643K +28,209 +18%
GPFA
133
Game Plan Financial Advisors
Ohio
$4.31M -$93K -4,083 -2%
RFA
134
Reilly Financial Advisors
California
$4.29M -$14K -615 -0.3%
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
$4.27M +$702K +30,783 +20%
CMP
136
Courage Miller Partners
Virginia
$4.2M +$31.3K +1,374 +0.8%
CFA
137
Cahill Financial Advisors
Minnesota
$4.01M +$36.3K +1,593 +0.9%
DAS
138
Dynamic Advisor Solutions
Arizona
$3.97M -$2.18M -95,457 -35%
GWM
139
GSB Wealth Management
Connecticut
$3.85M +$371K +16,278 +11%
SF
140
Summit Financial
New Jersey
$3.83M +$144K +6,339 +4%
ADL
141
Asset Dedication LLC
California
$3.81M -$23.6K -1,035 -0.6%
FVWA
142
Foster Victor Wealth Advisors
South Carolina
$3.64M +$259K +11,358 +8%
SS
143
Sunbelt Securities
Texas
$3.63M +$697K +30,705 +24%
FAIM
144
Financial Advocates Investment Management
Washington
$3.62M +$380K +16,686 +12%
ECG
145
Edge Capital Group
Georgia
$3.57M -$246K -10,782 -6%
SFG
146
StrategIQ Financial Group
Indiana
$3.54M +$82.4K +3,618 +2%
RC
147
Rovin Capital
Arizona
$3.52M -$47.6K -2,088 -1%
MAS
148
Managed Account Services
Florida
$3.49M -$335K -14,712 -9%
BBPWM
149
Blue Bell Private Wealth Management
Pennsylvania
$3.47M +$114K +5,010 +3%
BAM
150
Berkshire Asset Management
Pennsylvania
$3.46M +$7.73K +339 +0.2%
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