SCHV icon

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 %
BFM
176
Broadview Financial Management
Wisconsin
$2.44M -$72.1K -3,165 -3%
ACA
177
Atlas Capital Advisors
Wyoming
$2.42M +$329K +14,427 +16%
WIC
178
Woodmont Investment Counsel
Tennessee
$2.4M – – –
QAM
179
QCI Asset Management
New York
$2.28M +$766K +33,609 +51%
AFS
180
Annapolis Financial Services
Maryland
$2.22M -$64.8K -2,844 -3%
BWL
181
Bogart Wealth LLC
Virginia
$2.19M +$187K +8,217 +9%
Goldman Sachs
182
Goldman Sachs
New York
$2.18M -$315K -13,800 -13%
AL
183
ACAS LLC
California
$2.11M +$9.98K +438 +0.5%
NCM
184
Northwest Capital Management
Oregon
$2.1M -$30.5K -1,320 -1%
WI
185
Wintrust Investments
Illinois
$2.09M +$10.9K +477 +0.5%
PWA
186
Providence Wealth Advisors
Illinois
$2.08M +$120K +5,250 +6%
GRP
187
Global Retirement Partners
California
$2.08M +$1.28M +56,013 +160%
Janney Montgomery Scott
188
Janney Montgomery Scott
Pennsylvania
$2.07M +$282K +12,384 +16%
PA
189
Parallel Advisors
California
$2.07M +$6.97K +306 +0.3%
LWM
190
Laidlaw Wealth Management
New York
$2.05M -$230K -10,092 -10%
DSC
191
Duncker Streett & Co
Missouri
$1.99M -$17.6K -771 -0.9%
JC
192
Jentner Corp
Ohio
$1.94M +$42.7K +1,872 +2%
WIC
193
Whitegate Investment Counselors
New Hampshire
$1.94M +$15.4K +675 +0.8%
GB
194
Gunma Bank
Japan
$1.91M -$2.73M -120,000 -59%
MMA
195
Miracle Mile Advisors
California
$1.91M -$35.1K -1,539 -2%
US Bancorp
196
US Bancorp
Minnesota
$1.91M +$1.19M +52,398 +167%
WAM
197
WNY Asset Management
New York
$1.89M +$144K +6,330 +8%
MSWMA
198
Market Street Wealth Management Advisors
Indiana
$1.88M – – –
BWM
199
BCS Wealth Management
Tennessee
$1.87M -$214K -9,390 -10%
EE
200
EWG Elevate
California
$1.86M +$44.3K +1,932 +2%
6 7
8
9 10