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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 %
DIS
326
Diversified Investment Strategies
Louisiana
$438K +$184K +8,445 +72%
KA
327
Kovack Advisors
Florida
$437K +$437K +20,091 New
CIR
328
Clear Investment Research
Georgia
$426K – – –
RCM
329
Radnor Capital Management
Pennsylvania
$426K – – –
DWT
330
Dorsey & Whitney Trust
South Dakota
$415K – – –
CIC
331
Carnegie Investment Counsel
Ohio
$414K +$47K +2,157 +13%
CIBC Private Wealth Group
332
CIBC Private Wealth Group
Georgia
$405K -$2.55K -117 -0.6%
DW
333
Domani Wealth
Pennsylvania
$405K -$1.57K -72 -0.4%
TIM
334
Thompson Investment Management
Wisconsin
$403K +$7.19K +330 +2%
Stifel Financial
335
Stifel Financial
Missouri
$398K -$31.4K -1,443 -7%
LF
336
LifeSteps Financial
California
$398K +$718 +33 +0.2%
KA
337
Klingman & Associates
New York
$394K +$38.4K +1,767 +11%
NFG
338
Nations Financial Group
Iowa
$391K -$652 -30 -0.2%
PGAM
339
Princeton Global Asset Management
New Jersey
$390K -$19.6K -900 -5%
BO
340
BRR OpCo
Ohio
$390K -$4.83K -222 -1%
APG
341
Abacus Planning Group
South Carolina
$385K +$8.23K +378 +2%
VCP
342
Vista Capital Partners
Oregon
$385K +$17.9K +822 +5%
FWM
343
Filbrandt Wealth Management
Wisconsin
$380K – – –
APA
344
American Portfolios Advisors
New York
$377K +$204K +9,393 +118%
PWA
345
Physician Wealth Advisors
Utah
$371K +$2.65K +120 +0.7%
BIM
346
Bridges Investment Management
Nebraska
$370K – – –
PWMG
347
Prestige Wealth Management Group
New Jersey
$369K -$25.2K -1,155 -6%
SFWC
348
Strategic Family Wealth Counselors
New Jersey
$369K – – –
JCM
349
Jacobsen Capital Management
Utah
$359K -$146K -6,696 -29%
Jane Street
350
Jane Street
New York
$359K +$359K +16,500 New
12 13
14
15 16