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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 %
VCWA
376
Vanguard Capital Wealth Advisors
Colorado
$272K -$40.1K -1,818 -13%
CAG
377
Csenge Advisory Group
Florida
$271K -$83.1K -3,753 -23%
BFPW
378
BOK Financial Private Wealth
Colorado
$268K -$5.67K -261 -2%
AIA
379
AIMZ Investment Advisors
California
$263K – – –
FCA
380
FinTrust Capital Advisors
South Carolina
$261K -$16.1K -738 -6%
Lido Advisors
381
Lido Advisors
California
$259K +$38.6K +1,773 +18%
FCM
382
Firestone Capital Management
Florida
$258K +$979 +45 +0.4%
TWM
383
TriaGen Wealth Management
California
$257K – – –
SNBOSD
384
Security National Bank of So Dak
Iowa
$256K – – –
YIA
385
YHB Investment Advisors
Connecticut
$248K -$1.35K -60 -0.5%
IWP
386
IAG Wealth Partners
Wisconsin
$246K – – –
JWA
387
JFS Wealth Advisors
Pennsylvania
$244K -$25.7K -1,182 -10%
BAIA
388
Bel Air Investment Advisors
California
$243K +$243K +11,178 New
MCM
389
MAI Capital Management
Ohio
$239K +$239K +10,992 New
YIH
390
Y-Intercept (HK)
Hong Kong
$238K +$238K +10,893 New
LC
391
Landaas & Company
Wisconsin
$236K – – –
OIA
392
Optimum Investment Advisors
Illinois
$235K -$45K -2,067 -16%
CFS
393
CRA Financial Services
New Jersey
$235K +$13.1K +603 +6%
TIA
394
Tiemann Investment Advisors
California
$233K -$116K -5,301 -33%
NA
395
NewEdge Advisors
Louisiana
$233K +$3.98K +183 +2%
MWM
396
Meridian Wealth Management
Kentucky
$232K -$2.09K -96 -0.9%
FFWM
397
Future Financial Wealth Management
Ohio
$228K – – –
AWA
398
Acorn Wealth Advisors
Michigan
$227K -$131 -6 -0.1%
BFG
399
Berger Financial Group
Minnesota
$224K -$20.4K -936 -8%
LBC
400
Lowe Brockenbrough & Co
Virginia
$222K +$222K +10,185 New
14 15
16
17 18