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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 %
EWA
151
EP Wealth Advisors
California
$3.35M -$23.7K -1,041 -0.7%
CSPIA
152
Cary Street Partners Investment Advisory
Virginia
$3.28M -$36.6K -1,605 -1%
BWM
153
BerganKDV Wealth Management
Minnesota
$3.26M -$1.14M -49,881 -26%
SWM
154
Sculati Wealth Management
Michigan
$3.25M +$31.1K +1,365 +1%
NSAM
155
North Star Asset Management
Wisconsin
$3.23M +$80.7K +3,540 +3%
PAS
156
Park Avenue Securities
New York
$3.2M +$565K +24,792 +21%
SFG
157
Sovereign Financial Group
Connecticut
$3.15M – – –
ACG
158
Allen Capital Group
Nebraska
$3.13M -$103K -4,512 -3%
CI
159
Conning Inc
Connecticut
$3.13M -$1.26M -55,371 -29%
NWS
160
Newport Wealth Strategies
California
$3.11M +$353K +15,510 +13%
DP
161
DDD Partners
Washington
$3.05M +$309K +13,575 +11%
PWM
162
Perigon Wealth Management
California
$3.03M +$398K +17,478 +15%
AA
163
Apriem Advisors
California
$3M +$306K +13,410 +11%
MMHP
164
Murphy Middleton Hinkle & Parker
Georgia
$2.96M +$446K +19,560 +18%
VFIC
165
Valley Forge Investment Consultants
Pennsylvania
$2.91M +$494K +21,675 +20%
EFG
166
Everhart Financial Group
Ohio
$2.79M -$133K -5,826 -5%
BDF
167
Black Diamond Financial
Maryland
$2.76M +$23.6K +1,029 +0.9%
CM
168
Columbus Macro
Pennsylvania
$2.75M -$323K -14,169 -11%
PFA
169
Pure Financial Advisors
California
$2.75M -$63.1K -2,769 -2%
PAG
170
Private Advisor Group
New Jersey
$2.65M +$598K +26,250 +29%
FA
171
Fagan Associates
New York
$2.59M +$167K +7,335 +7%
WSTAM
172
Wilbanks Smith & Thomas Asset Management
Virginia
$2.59M +$13.8K +606 +0.5%
VC
173
Veery Capital
Delaware
$2.57M -$377K -16,557 -13%
SDWMA
174
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.53M +$132K +5,802 +6%
FANJ
175
Financial Architects (New Jersey)
New Jersey
$2.48M -$92.8K -4,071 -4%
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