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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.93B 28,238,487 -5,258,098 -16%
APP
2
Avantax Planning Partners
Iowa
$375M 5,483,297 +206,237 +4%
MG
3
Mather Group
Illinois
$373M 5,451,515 +517,656 +10%
Osaic Holdings
4
Osaic Holdings
Arizona
$307M 4,483,280 +178,736 +4%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$215M 3,134,658 +63,612 +2%
Betterment LLC
6
Betterment LLC
New York
$165M 2,411,030 -122,465 -5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$140M 2,050,853 +836,782 +69%
Mariner
8
Mariner
Kansas
$130M 1,900,615 +21,180 +1%
Ameriprise
9
Ameriprise
Minnesota
$115M 1,684,533 +331,725 +25%
SEI Investments
10
SEI Investments
Pennsylvania
$97.7M 1,428,365 -93,224 -6%
KF
11
Krilogy Financial
Missouri
$85M 1,243,376 +8,605 +0.7%
UCFA
12
United Capital Financial Advisors
Texas
$79.7M 1,165,330 -86,705 -7%
FWP
13
FAS Wealth Partners
Kansas
$79.3M 1,159,692 +80,448 +7%
OIA
14
OneDigital Investment Advisors
Kansas
$74.9M 1,095,132 +144,791 +15%
LPL Financial
15
LPL Financial
California
$65.3M 955,763 +126,804 +15%
MMEA
16
Main Management ETF Advisors
California
$53.7M 784,980 +40,940 +6%
FCI
17
Financial Counselors Inc
Kansas
$43.8M 639,942 -22,107 -3%
GAM
18
Gemmer Asset Management
California
$40M 584,453 +44,514 +8%
SC
19
Savant Capital
Illinois
$39.3M 575,007 +69,864 +14%
UBS Group
20
UBS Group
Switzerland
$37.9M 553,632 +64,687 +13%
Wells Fargo
21
Wells Fargo
California
$36.9M 540,294 +32,872 +6%
MA
22
MUFG Americas
New York
$36.7M 536,780 +6,111 +1%
Morgan Stanley
23
Morgan Stanley
New York
$35.9M 525,278 -5,115 -1%
GG
24
GenWealth Group
New Jersey
$35.2M 515,001 +12,261 +2%
MAG
25
Mokosak Advisory Group
Iowa
$35M 511,605 -2,389 -0.5%
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