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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
Mather Group
Illinois
$402M
2
KAS
Kestra Advisory Services
Texas
$38.5M
3
FMP
Financial Management Professionals
Texas
$17.5M
4
SC
Savant Capital
Illinois
$54.9M
5
RRWA
Rainey & Randall Wealth Advisors
Florida
$34.8M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.68B
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$30.8M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$11.4M
4
SCA
Stuart Chaussee & Associates
California
$0
5
BHB
Bank Hapoalim BM
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
201
Whitegate Investment Counselors
New Hampshire
$1.93M +$10.8K +480 +0.6%
JC
202
Jentner Corp
Ohio
$1.91M -$2.63K -117 -0.1%
TIM
203
Tortoise Investment Management
New York
$1.9M +$352K +15,666 +23%
DSC
204
Duncker Streett & Co
Missouri
$1.89M -$79.6K -3,540 -4%
MMA
205
Miracle Mile Advisors
California
$1.88M -$3.1K -138 -0.2%
BWM
206
BCS Wealth Management
Tennessee
$1.86M +$7.83K +348 +0.4%
MSWMA
207
Market Street Wealth Management Advisors
Indiana
$1.85M -$2.29K -102 -0.1%
AFP
208
Ausdal Financial Partners
Iowa
$1.84M +$104K +4,602 +6%
Truist Financial
209
Truist Financial
North Carolina
$1.83M +$89.5K +3,981 +5%
PCMC
210
Private Capital Management (Colorado)
Colorado
$1.74M +$223K +9,897 +15%
LWM
211
Laidlaw Wealth Management
New York
$1.71M -$315K -13,998 -16%
CA
212
Cetera Advisors
Colorado
$1.7M +$51.3K +2,283 +3%
AAS
213
Avantax Advisory Services
Texas
$1.69M +$100K +4,452 +6%
MOS
214
MGO One Seven
Ohio
$1.69M +$132K +5,577 +9%
CWM
215
Chesapeake Wealth Management
Virginia
$1.68M +$92.1K +4,095 +6%
BSW
216
Buckingham Strategic Wealth
Missouri
$1.56M +$37.6K +1,671 +2%
WIA
217
Westbourne Investment Advisors
Maryland
$1.56M +$46.4K +2,064 +3%
KLI
218
Kelman-Lazarov Inc
Tennessee
$1.54M -$68.6K -3,051 -4%
HI
219
Harbour Investments
Wisconsin
$1.51M +$270 +12 +0%
GHA
220
GW Henssler & Associates
Georgia
$1.5M -$58.5K -2,598 -4%
NFG
221
Next Financial Group
Texas
$1.5M +$10.9K +486 +0.7%
MFG
222
MidWestOne Financial Group
Iowa
$1.45M +$58.5K +2,601 +4%
RRC
223
Relaxing Retirement Coach
Massachusetts
$1.45M -$142K -6,315 -9%
LPIC
224
LeJeune Puetz Investment Counsel
Michigan
$1.41M – – –
CWM
225
Cedar Wealth Management
California
$1.4M +$87.5K +3,891 +7%
7 8
9
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