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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 %
SDWMA
176
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.48M -$13.2K -585 -0.5%
FANJ
177
Financial Architects (New Jersey)
New Jersey
$2.44M -$1.62K -72 -0.1%
5L
178
55I LLC
Massachusetts
$2.44M +$2.17M +96,483 +804%
WIC
179
Woodmont Investment Counsel
Tennessee
$2.43M +$62.4K +2,772 +3%
BDF
180
Black Diamond Financial
Maryland
$2.41M -$300K -13,323 -11%
PA
181
Parallel Advisors
California
$2.4M +$353K +15,678 +17%
BFM
182
Broadview Financial Management
Wisconsin
$2.39M -$15.4K -684 -0.6%
AWG
183
Altus Wealth Group
Colorado
$2.31M +$614K +27,282 +36%
GRP
184
Global Retirement Partners
California
$2.25M +$204K +9,069 +10%
AFS
185
Annapolis Financial Services
Maryland
$2.19M +$3.58K +159 +0.2%
NCM
186
Northwest Capital Management
Oregon
$2.16M +$1.85K +78 +0.1%
Koshinski Asset Management
187
Koshinski Asset Management
Illinois
$2.14M +$890K +39,561 +71%
MA
188
MBA Advisors
Pennsylvania
$2.12M +$79K +3,513 +4%
FOA
189
Five Oceans Advisors
California
$2.11M +$2.11M +93,738 New
PWA
190
Providence Wealth Advisors
Illinois
$2.11M +$52.6K +2,325 +3%
WAM
191
WNY Asset Management
New York
$2.1M +$242K +10,749 +13%
AL
192
ACAS LLC
California
$2.09M +$7.96K +354 +0.4%
IA
193
IFP Advisors
Florida
$2.08M +$308K +13,680 +17%
EE
194
EWG Elevate
California
$2.08M +$261K +11,604 +14%
WI
195
Wintrust Investments
Illinois
$2.06M -$3.37K -150 -0.2%
Janney Montgomery Scott
196
Janney Montgomery Scott
Pennsylvania
$2.05M +$1.42K +63 +0.1%
TYCC
197
Texas Yale Capital Corp
Florida
$2.01M +$817K +36,291 +68%
RJA
198
Raymond James & Associates
Florida
$2M +$201K +8,958 +11%
VFIC
199
Valley Forge Investment Consultants
Pennsylvania
$1.93M -$945K -42,012 -33%
CCM
200
Carlson Capital Management
Minnesota
$1.93M +$303K +13,455 +19%
6 7
8
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