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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 %
AWMG
301
Alliance Wealth Management Group
New Jersey
$539K -$1.37K -63 -0.3%
TCM
302
Towercrest Capital Management
Pennsylvania
$539K -$1.37K -63 -0.3%
CC
303
Cassaday & Co
Virginia
$534K +$1.24K +57 +0.2%
CCA
304
Clearwater Capital Advisors
Illinois
$533K -$2.48K -114 -0.5%
AIM
305
Avity Investment Management
Connecticut
$531K – – –
AWA
306
Arkadios Wealth Advisors
Georgia
$527K -$203K -9,345 -28%
PS
307
Portfolio Solutions
Michigan
$526K +$526K +24,180 New
AFA
308
Atlanta Financial Associates
Georgia
$515K – – –
WPA
309
West Paces Advisors
Georgia
$497K – – –
SPIA
310
Steward Partners Investment Advisory
New York
$495K +$55K +2,526 +12%
CWC
311
Carolinas Wealth Consulting
North Carolina
$494K +$33.8K +1,557 +7%
WCM
312
Whitener Capital Management
North Carolina
$489K -$47.7K -2,193 -9%
PIMG
313
Patriot Investment Management Group
Tennessee
$486K +$486K +22,374 New
RIM
314
Rockbridge Investment Management
New York
$482K – – –
BAM
315
Belpointe Asset Management
Nevada
$482K +$50.6K +2,325 +12%
RC
316
Roundview Capital
New Jersey
$479K – – –
MGWM
317
Marks Group Wealth Management
Minnesota
$469K – – –
BCWM
318
Bartlett & Co Wealth Management
Ohio
$461K +$131 +6 +0%
BC
319
Bartlett & Co
Ohio
$461K +$131 +6 +0%
KCPG
320
Kavar Capital Partners Group
Kansas
$455K -$14K -645 -3%
HWA
321
HHM Wealth Advisors
Tennessee
$450K -$5.03K -231 -1%
SBIA
322
Sheaff Brock Investment Advisors
Indiana
$449K -$29.4K -1,350 -6%
ZIM
323
Zacks Investment Management
Illinois
$448K -$6.27K -288 -1%
MAG
324
Mayfair Advisory Group
Alabama
$439K -$73.4K -3,351 -14%
BDFN
325
Bond & Devick Financial Network
Minnesota
$439K – – –
11 12
13
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