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 %
CI
151
Conning Inc
Connecticut
$3.32M +$238K +10,599 +8%
BWM
152
BerganKDV Wealth Management
Minnesota
$3.31M +$89.1K +3,963 +3%
CSPIA
153
Cary Street Partners Investment Advisory
Virginia
$3.28M +$44.9K +1,998 +1%
SWM
154
Sculati Wealth Management
Michigan
$3.25M +$36.4K +1,620 +1%
MAS
155
Managed Account Services
Florida
$3.24M -$209K -9,270 -6%
PAS
156
Park Avenue Securities
New York
$3.2M +$46.2K +2,052 +1%
PWM
157
Perigon Wealth Management
California
$3.19M +$199K +8,835 +7%
NSAM
158
North Star Asset Management
Wisconsin
$3.18M -$7.22K -321 -0.2%
AA
159
Apriem Advisors
California
$3.13M +$170K +7,560 +6%
RCIM
160
Red Cedar Investment Management
Michigan
$3.11M +$3.11M +138,354 New
NWS
161
Newport Wealth Strategies
California
$3.11M +$37.3K +1,656 +1%
SFG
162
Sovereign Financial Group
Connecticut
$3.06M -$195K -8,667 -6%
ACA
163
Atlas Capital Advisors
Wyoming
$3.05M +$664K +29,517 +28%
MMHP
164
Murphy Middleton Hinkle & Parker
Georgia
$3.04M +$118K +5,244 +4%
ACG
165
Allen Capital Group
Nebraska
$3.03M -$64.7K -2,877 -2%
GB
166
Gunma Bank
Japan
$2.9M +$1.01M +45,000 +54%
DP
167
DDD Partners
Washington
$2.83M -$179K -7,974 -6%
BWL
168
Bogart Wealth LLC
Virginia
$2.74M +$583K +25,917 +27%
PFA
169
Pure Financial Advisors
California
$2.68M -$39.2K -1,743 -1%
QAM
170
QCI Asset Management
New York
$2.63M +$386K +17,181 +17%
WSTAM
171
Wilbanks Smith & Thomas Asset Management
Virginia
$2.58M +$20.6K +918 +0.8%
EFG
172
Everhart Financial Group
Ohio
$2.53M -$227K -10,104 -8%
VC
173
Veery Capital
Delaware
$2.52M -$17.1K -759 -0.7%
CM
174
Columbus Macro
Pennsylvania
$2.5M -$218K -9,693 -8%
FA
175
Fagan Associates
New York
$2.5M -$64.1K -2,850 -3%
5 6
7
8 9