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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 %
KJWM
276
Kiley Juergens Wealth Management
Washington
$669K +$669K +30,750 New
IAS
277
IMA Advisory Services
Colorado
$668K +$25.6K +1,176 +4%
WWM
278
WT Wealth Management
Arizona
$659K -$60.3K -2,772 -8%
ANTB
279
AMG National Trust Bank
Colorado
$656K – – –
HTC
280
Haverford Trust Company
Pennsylvania
$647K +$647K +29,751 New
CFD
281
Creative Financial Designs
Indiana
$636K +$199K +9,156 +46%
DADC
282
D.A. Davidson & Co
Montana
$628K +$628K +28,848 New
SWM
283
Spire Wealth Management
Virginia
$620K +$620K +45,639 New
JPLA
284
Joseph P. Lucia & Associates
New York
$608K +$47.8K +2,196 +9%
TC
285
Tatro Capital
Kentucky
$604K -$9.93K -456 -2%
MCM
286
Manchester Capital Management
Vermont
$601K – – –
NS
287
Newman & Schimel
Illinois
$598K +$2.35K +108 +0.4%
RJA
288
Raymond James & Associates
Florida
$592K +$111K +5,115 +23%
LF
289
Lantz Financial
Illinois
$585K – – –
CFGS
290
Concourse Financial Group Securities
Alabama
$585K +$132K +6,060 +29%
AWM
291
Avior Wealth Management
Nebraska
$577K -$30.3K -1,392 -5%
WDL
292
Well Done LLC
Michigan
$572K – – –
AA
293
Alesco Advisors
New York
$571K -$4.83K -222 -0.8%
FWM
294
Frontier Wealth Management
Missouri
$567K +$29.5K +1,356 +5%
SSWM
295
Smith Salley Wealth Management
North Carolina
$564K – – –
JWCA
296
J.W. Cole Advisors
Florida
$558K +$35K +1,611 +7%
ASN
297
Advisory Services Network
Georgia
$556K +$1.24K +57 +0.2%
SW
298
SlateStone Wealth
Florida
$555K +$65 +3 +0%
SHA
299
Seneca House Advisors
Virginia
$545K +$70.4K +3,237 +15%
PGFC
300
Peapack-Gladstone Financial Corp
New Jersey
$539K -$39.8K -1,830 -7%
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