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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

538 hedge funds and large institutions have $6.1B invested in Schwab US Large-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 231 increasing their positions, 160 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+26
Holders Change %
+5.08%
% of All Funds
9.47%
Holding in Top 10
57
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.55%
% of All Funds
1%
New
68
Increased
231
Reduced
160
Closed
38
Calls
$437K
Puts
$457K
Net Calls
-$20K
Net Calls Change
-$669K

Top Buyers

1
MG
1
Mather Group
Illinois
$322M
2
Ameriprise
2
Ameriprise
Minnesota
$88.3M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$281M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$79.3M
5
HI
5
Horizon Investments
North Carolina
$17.1M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.19B
2
APP
2
Avantax Planning Partners
Iowa
$344M
3
SAF
3
Smith Anglin Financial
Texas
$6.43M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$28.1M
5
KAS
5
Kestra Advisory Services
Texas
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
226
Cedar Wealth Management
California
$1.23M +$52.6K +2,415 +4%
ACI
227
Alpha Cubed Investments
California
$1.23M +$37.8K +1,737 +3%
NL
228
NWAM LLC
Washington
$1.23M +$158K +7,263 +15%
LJAC
229
L.J. Altfest & Co
New York
$1.23M -$239K -10,998 -16%
MWM
230
Merriman Wealth Management
Washington
$1.19M -$15.4K -708 -1%
CCM
231
Condor Capital Management
New Jersey
$1.19M -$401K -18,408 -25%
TYCC
232
Texas Yale Capital Corp
Florida
$1.15M +$59K +2,712 +5%
MAM
233
Marquette Asset Management
Minnesota
$1.13M -$914 -42 -0.1%
TFA
234
Teamwork Financial Advisors
Texas
$1.06M -$255K -11,709 -19%
AL
235
Aspiriant LLC
California
$1.05M +$3.07K +141 +0.3%
BSW
236
Buckingham Strategic Wealth
Missouri
$1.05M -$18.6K -855 -2%
CCMD
237
Cypress Capital Management (Delaware)
Delaware
$1.02M -$392K -18,000 -28%
GCA
238
Gradient Capital Advisors
California
$1.02M +$158K +7,275 +18%
PAMG
239
Patton Albertson Miller Group
Tennessee
$1.02M -$16.3K -750 -2%
JCIA
240
Jackson Creek Investment Advisors
Colorado
$1.01M +$92.7K +4,260 +10%
TIM
241
Total Investment Management
Arizona
$1M +$1M +67,848 New
PCWA
242
Pacific Capital Wealth Advisors
California
$983K -$31.2K -1,434 -3%
VFA
243
Valeo Financial Advisors
Indiana
$978K +$98.5K +4,527 +11%
MIAN
244
Mariner Independent Advisor Network
Kansas
$974K -$11.7K -537 -1%
SWPG
245
Strategic Wealth Partners Group
Illinois
$971K -$54.5K -2,505 -5%
MA
246
MONECO Advisors
Connecticut
$967K +$967K +44,436 New
LAIC
247
Lederer & Associates Investment Counsel
California
$960K -$97.5K -4,482 -9%
Bank of Montreal
248
Bank of Montreal
Ontario, Canada
$950K -$24.1K -1,092 -2%
BL
249
BCWM LLC
Kansas
$904K +$326 +15 +0%
CIP
250
Capital Insight Partners
Arizona
$903K +$7.77K +357 +0.9%
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