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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
+$46.5M
2
Ameriprise
Ameriprise
Minnesota
+$36.9M
3
Osaic Holdings
Osaic Holdings
Arizona
+$30.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.6M
5
HI
Horizon Investments
North Carolina
+$17.1M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$78.3M
2
APP
Avantax Planning Partners
Iowa
-$66.6M
3
SAF
Smith Anglin Financial
Texas
-$30.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$24.4M
5
KAS
Kestra Advisory Services
Texas
-$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
351
Ritholtz Wealth Management
New York
$355K +$13.6K +624 +4%
AW
352
ACG Wealth
Georgia
$351K -$6.66K -306 -2%
CAWM
353
Capital Advisors Wealth Management
Washington
$350K +$350K +16,083 New
FA
354
Fountainhead AM
New Jersey
$349K -$66.8K -3,069 -16%
DFA
355
DHJJ Financial Advisors
Illinois
$345K +$23.7K +1,089 +7%
MS
356
Madden Securities
Texas
$339K -$7.96K -366 -2%
AIC
357
Ayalon Insurance Company
Israel
$339K +$219K +9,984 +182%
CB
358
Commerce Bank
Missouri
$337K +$337K +15,471 New
JFGIW
359
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$334K -$253K -11,637 -43%
GG
360
Gofen & Glossberg
Illinois
$332K +$65 +3 +0%
TAIM
361
TD Ameritrade Investment Management
Nebraska
$321K – – –
GG
362
Greenwood Gearhart
Arkansas
$320K +$42.7K +1,962 +15%
LWM
363
Loveless Wealth Management
Montana
$319K +$40.5K +1,860 +15%
SB
364
Strategic Blueprint
Georgia
$311K +$311K +14,271 New
PCA
365
Personal Capital Advisors
California
$307K +$28.9K +1,329 +10%
APSP
366
Asset Planning Services (Pennsylvania)
Pennsylvania
$305K – – –
WANY
367
Wealthspire Advisors (New York)
New York
$303K +$26.9K +1,236 +10%
LWAC
368
Laurel Wealth Advisors (California)
California
$301K -$2.83M -130,050 -90%
EH
369
Equitable Holdings
New York
$300K -$20.3K -933 -6%
CAM
370
Carret Asset Management
New York
$290K -$16.3K -750 -5%
PWM
371
PRW Wealth Management
Massachusetts
$288K – – –
Bank of New York Mellon
372
Bank of New York Mellon
New York
$287K – – –
EHC
373
Everett Harris & Co
California
$287K +$287K +13,200 New
MHS
374
M Holdings Securities
Oregon
$279K +$279K +12,813 New
JWM
375
Janiczek Wealth Management
Colorado
$274K -$13.5K -621 -5%
13 14
15
16 17