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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 %
RJA
201
Raymond James & Associates
Florida
$1.83M +$1.21M +52,944 +195%
IA
202
IFP Advisors
Florida
$1.79M -$180K -7,896 -9%
Truist Financial
203
Truist Financial
North Carolina
$1.76M +$377K +16,527 +27%
AFP
204
Ausdal Financial Partners
Iowa
$1.76M -$26.7K -1,170 -1%
AWG
205
Altus Wealth Group
Colorado
$1.72M +$315K +13,821 +22%
CA
206
Cetera Advisors
Colorado
$1.67M +$1.67M +73,089 New
CCM
207
Carlson Capital Management
Minnesota
$1.65M -$16.1K -708 -1%
KLI
208
Kelman-Lazarov Inc
Tennessee
$1.63M -$1.65M -72,261 -50%
AAS
209
Avantax Advisory Services
Texas
$1.61M -$73.4K -3,222 -4%
CWM
210
Chesapeake Wealth Management
Virginia
$1.61M +$165K +7,260 +11%
RRC
211
Relaxing Retirement Coach
Massachusetts
$1.61M – – –
GHA
212
GW Henssler & Associates
Georgia
$1.58M -$13.2K -579 -0.8%
SPC
213
Sigma Planning Corp
Michigan
$1.58M +$199K +8,733 +14%
TIM
214
Tortoise Investment Management
New York
$1.56M +$182K +7,980 +13%
BSW
215
Buckingham Strategic Wealth
Missouri
$1.54M +$446K +19,590 +41%
PCMC
216
Private Capital Management (Colorado)
Colorado
$1.54M -$77.4K -3,396 -5%
WIA
217
Westbourne Investment Advisors
Maryland
$1.53M +$207K +9,093 +16%
HI
218
Harbour Investments
Wisconsin
$1.53M +$32.5K +1,425 +2%
NFG
219
Next Financial Group
Texas
$1.51M +$78.5K +3,444 +6%
MOS
220
MGO One Seven
Ohio
$1.5M -$597K -26,202 -29%
AIS
221
American Investment Services
Massachusetts
$1.47M – – –
LPIC
222
LeJeune Puetz Investment Counsel
Michigan
$1.43M +$3.83K +168 +0.3%
LB
223
Leo Brokerage
Texas
$1.43M -$216K -9,489 -13%
MFG
224
MidWestOne Financial Group
Iowa
$1.41M +$41.6K +1,824 +3%
SPI
225
Santori & Peters Inc
Pennsylvania
$1.4M +$48.4K +2,124 +4%
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