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

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$2.19B
2
APP
Avantax Planning Partners
Iowa
$344M
3
SAF
Smith Anglin Financial
Texas
$6.43M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$28.1M
5
KAS
Kestra Advisory Services
Texas
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
251
J.P. Morgan Private Wealth Advisors
California
$882K -$207K -9,528 -19%
PP
252
Pegasus Partners
Wisconsin
$878K +$878K +40,332 New
CAG
253
Compass Advisory Group
New York
$870K +$1.5K +69 +0.2%
BAM
254
Baldrige Asset Management
Pennsylvania
$861K +$73.6K +3,381 +9%
Fidelity Investments
255
Fidelity Investments
Massachusetts
$858K +$69.3K +3,186 +9%
CWM
256
Cadence Wealth Management
Massachusetts
$848K +$848K +38,952 New
AWM
257
Apollon Wealth Management
South Carolina
$845K +$204K +9,387 +32%
MAM
258
Marotta Asset Management
Virginia
$843K +$62.2K +2,835 +8%
KWM
259
Keebeck Wealth Management
Illinois
$806K +$492K +22,605 +157%
SWP
260
Stratos Wealth Partners
Ohio
$803K +$17.7K +816 +2%
SG
261
StoneX Group
New York
$800K +$43.3K +1,989 +6%
SCM
262
SOL Capital Management
Maryland
$789K +$38.7K +1,776 +5%
MCM
263
Mengis Capital Management
Oregon
$788K +$3.07K +141 +0.4%
MPM
264
Meritage Portfolio Management
Kansas
$766K -$54.4K -2,502 -7%
Renaissance Technologies
265
Renaissance Technologies
New York
$764K +$242K +11,100 +46%
GRP
266
Global Retirement Partners
California
$762K +$36K +1,656 +5%
BCIM
267
Bishop & Co Investment Management
Pennsylvania
$760K +$29.9K +1,374 +4%
MWA
268
Martel Wealth Advisors
Washington
$759K +$31.2K +1,695 +4%
RG
269
Retirement Group
California
$738K +$50.3K +2,313 +7%
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$728K – – –
Baird Financial Group
271
Baird Financial Group
Wisconsin
$724K +$286K +13,149 +65%
CBFP
272
Cedar Brook Financial Partners
Ohio
$712K +$220K +10,128 +45%
AF
273
Advisornet Financial
Minnesota
$707K -$39.8K -1,830 -5%
BWP
274
Bernardo Wealth Planning
Pennsylvania
$684K – – –
US Bancorp
275
US Bancorp
Minnesota
$681K +$63.5K +2,916 +10%
9 10
11
12 13