SCHV icon

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 %
FTUS
126
Flow Traders U.S.
New York
$4.76M +$4.76M +211,569 New
HB
127
Homrich & Berg
Georgia
$4.68M -$16.7K -744 -0.4%
ATWA
128
Arbor Trust Wealth Advisors
Michigan
$4.5M +$240K +10,671 +6%
SF
129
Summit Financial
New Jersey
$4.44M +$657K +29,199 +17%
Royal Bank of Canada
130
Royal Bank of Canada
Ontario, Canada
$4.43M -$83.7K -3,720 -2%
RFA
131
Reilly Financial Advisors
California
$4.4M +$165K +7,353 +4%
GPFA
132
Game Plan Financial Advisors
Ohio
$4.3M +$53K +2,355 +1%
CMP
133
Courage Miller Partners
Virginia
$4.19M +$42.8K +1,902 +1%
FAIM
134
Financial Advocates Investment Management
Washington
$4.13M +$566K +25,167 +16%
CFA
135
Cahill Financial Advisors
Minnesota
$4.05M +$91.6K +4,074 +2%
SFA
136
Sequoia Financial Advisors
Ohio
$4.02M -$4.87M -216,390 -55%
CA
137
Continuum Advisory
Idaho
$3.92M +$3.92M +174,252 New
FVWA
138
Foster Victor Wealth Advisors
South Carolina
$3.79M +$192K +8,532 +5%
SCA
139
Stonebridge Capital Advisors
Minnesota
$3.78M -$3.14M -139,662 -45%
ADL
140
Asset Dedication LLC
California
$3.75M -$14.4K -639 -0.4%
DAS
141
Dynamic Advisor Solutions
Arizona
$3.75M -$170K -7,545 -4%
SFG
142
StrategIQ Financial Group
Indiana
$3.74M +$247K +10,965 +7%
GWM
143
GSB Wealth Management
Connecticut
$3.72M -$83K -3,690 -2%
BAM
144
Berkshire Asset Management
Pennsylvania
$3.69M +$274K +12,162 +8%
SS
145
Sunbelt Securities
Texas
$3.63M – – –
ECG
146
Edge Capital Group
Georgia
$3.57M +$45.8K +2,037 +1%
BBPWM
147
Blue Bell Private Wealth Management
Pennsylvania
$3.5M +$67.7K +3,009 +2%
RC
148
Rovin Capital
Arizona
$3.36M -$112K -4,992 -3%
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
$3.35M -$863K -38,373 -20%
EWA
150
EP Wealth Advisors
California
$3.32M +$16.7K +741 +0.5%
4 5
6
7 8