We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF
SCHV

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

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

37% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 181

1% more funds holding

Funds holding: 562 → 565 (+3)

0% more funds holding in top 10

Funds holding in top 10: 56 → 56 (0)

4% less capital invested

Capital invested by funds: $6.29B → $6.05B (-$242M)

7.05% less ownership

Funds ownership: 196.55% → 189.5% (-7%)

Holders
565
Holders Change
+3
Holders Change %
+0.53%
% of All Funds
9.89%
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

Rank Fund Capital Flow
1
MG
Mather Group
Illinois
+$34.8M
2
KAS
Kestra Advisory Services
Texas
+$28.1M
3
FMP
Financial Management Professionals
Texas
+$18M
4
SC
Savant Capital
Illinois
+$16.5M
5
RRWA
Rainey & Randall Wealth Advisors
Florida
+$15.1M

Top Sellers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
-$231M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$21.7M
3
SCA
Stuart Chaussee & Associates
California
-$20M
4
BHB
Bank Hapoalim BM
Israel
-$14.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.68B -$231M -9,993,576 -12%
MG
2
Mather Group
Illinois
$402M +$34.8M +1,502,889 +9%
APP
3
Avantax Planning Partners
Iowa
$376M +$5.88M +254,229 +2%
Osaic Holdings
4
Osaic Holdings
Arizona
$305M +$2.97M +128,217 +1%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$227M +$3.36M +145,098 +2%
Betterment LLC
6
Betterment LLC
New York
$158M -$4.96M -214,374 -3%
Mariner
7
Mariner
Kansas
$130M +$2.11M +91,098 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$125M -$13.6M -587,397 -10%
Ameriprise
9
Ameriprise
Minnesota
$116M +$2.14M +92,406 +2%
SEI Investments
10
SEI Investments
Pennsylvania
$103M +$6.72M +290,610 +7%
KF
11
Krilogy Financial
Missouri
$81.4M -$2.6M -112,347 -3%
FWP
12
FAS Wealth Partners
Kansas
$79.6M +$1.41M +61,038 +2%
OIA
13
OneDigital Investment Advisors
Kansas
$78.1M +$4.35M +188,139 +6%
UCFA
14
United Capital Financial Advisors
Texas
$74.9M -$3.82M -164,958 -5%
LPL Financial
15
LPL Financial
California
$68.6M +$4.24M +183,333 +6%
MMEA
16
Main Management ETF Advisors
California
$55.5M +$2.59M +112,140 +5%
SC
17
Savant Capital
Illinois
$54.9M +$16.5M +713,937 +41%
GAM
18
Gemmer Asset Management
California
$43.9M +$4.54M +196,119 +11%
FCI
19
Financial Counselors Inc
Kansas
$41.8M -$1.41M -61,053 -3%
UBS Group
20
UBS Group
Switzerland
$40.4M +$3.16M +136,740 +8%
KAS
21
Kestra Advisory Services
Texas
$38.5M +$28.1M +1,212,975 +243%
MA
22
MUFG Americas
New York
$37.4M +$1.19M +51,372 +3%
Morgan Stanley
23
Morgan Stanley
New York
$37.1M +$1.67M +72,174 +5%
Wells Fargo
24
Wells Fargo
California
$36.7M +$244K +10,554 +0.7%
MAG
25
Mokosak Advisory Group
Iowa
$35.7M +$1.21M +52,374 +3%
1
2 3 4 5

SCHV Hedge Fund Activity: Q3 2021 in Review

565 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q3 2021, worth a combined $6.05B — down 3.8% from $6.29B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SCHV positions and 23 closed out — a net gain of 12 holders — while 248 added to existing stakes and 181 trimmed.

The largest buyer was Mather Group, adding an estimated $34.8M. The largest seller was Financial Engines Advisors, cutting an estimated $231M.

  • 565 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q3 2021, up from 562 in Q2 2021.
  • Funds reported $6.05B of Schwab US Large-Cap Value ETF stock for Q3 2021, down 3.8% quarter-over-quarter.
  • 35 funds opened new Schwab US Large-Cap Value ETF positions in Q3 2021 and 23 closed out, a net change of +12 holders.
  • The largest Schwab US Large-Cap Value ETF buyer in Q3 2021 was Mather Group, an estimated $34.8M added.
  • The largest Schwab US Large-Cap Value ETF seller in Q3 2021 was Financial Engines Advisors, an estimated $231M sold.

Based on aggregated 13F filings for Q3 2021.