SCHV icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.68B 24,907,295 -3,331,192 -12%
MG
2
Mather Group
Illinois
$402M 5,952,478 +500,963 +9%
APP
3
Avantax Planning Partners
Iowa
$376M 5,568,040 +84,743 +2%
Osaic Holdings
4
Osaic Holdings
Arizona
$305M 4,526,019 +42,739 +1%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$227M 3,183,024 +48,366 +2%
Betterment LLC
6
Betterment LLC
New York
$158M 2,339,572 -71,458 -3%
Mariner
7
Mariner
Kansas
$130M 1,930,981 +30,366 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$125M 1,855,054 -195,799 -10%
Ameriprise
9
Ameriprise
Minnesota
$116M 1,715,335 +30,802 +2%
SEI Investments
10
SEI Investments
Pennsylvania
$103M 1,525,235 +96,870 +7%
KF
11
Krilogy Financial
Missouri
$81.4M 1,205,927 -37,449 -3%
FWP
12
FAS Wealth Partners
Kansas
$79.6M 1,180,038 +20,346 +2%
OIA
13
OneDigital Investment Advisors
Kansas
$78.1M 1,157,845 +62,713 +6%
UCFA
14
United Capital Financial Advisors
Texas
$74.9M 1,110,344 -54,986 -5%
LPL Financial
15
LPL Financial
California
$68.6M 1,016,874 +61,111 +6%
MMEA
16
Main Management ETF Advisors
California
$55.5M 822,360 +37,380 +5%
SC
17
Savant Capital
Illinois
$54.9M 812,986 +237,979 +41%
GAM
18
Gemmer Asset Management
California
$43.9M 649,826 +65,373 +11%
FCI
19
Financial Counselors Inc
Kansas
$41.8M 619,591 -20,351 -3%
UBS Group
20
UBS Group
Switzerland
$40.4M 599,212 +45,580 +8%
KAS
21
Kestra Advisory Services
Texas
$38.5M 570,826 +404,325 +243%
MA
22
MUFG Americas
New York
$37.4M 553,904 +17,124 +3%
Morgan Stanley
23
Morgan Stanley
New York
$37.1M 549,336 +24,058 +5%
Wells Fargo
24
Wells Fargo
California
$36.7M 543,812 +3,518 +0.7%
MAG
25
Mokosak Advisory Group
Iowa
$35.7M 529,063 +17,458 +3%
1
2 3 4 5