SCHV icon

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 %
OC
401
Oarsman Capital
Wisconsin
$221K -$124K -5,712 -36%
EA
402
Elm Advisors
California
$219K -$68.6K -3,150 -24%
ECM
403
Elgethun Capital Management
South Dakota
$218K +$22.6K +1,041 +12%
WI
404
Wedgewood Investors
Pennsylvania
$218K +$218K +10,026 New
IB
405
Intrust Bank
Kansas
$216K -$52.5K -2,406 -20%
VWA
406
V Wealth Advisors
Kansas
$214K -$317K -14,583 -60%
MAFM
407
Mid Atlantic Financial Management
Pennsylvania
$213K +$213K +9,768 New
JAG
408
Journey Advisory Group
Kentucky
$212K -$9.54K -438 -4%
CAL
409
Capital Analysts LLC
Pennsylvania
$212K +$212K +9,732 New
IWC
410
Integrated Wealth Concepts
Massachusetts
$211K +$211K +9,711 New
NNP
411
Nachman Norwood & Parrott
South Carolina
$210K +$210K +9,639 New
AAS
412
Annex Advisory Services
Wisconsin
$209K -$28.6K -1,314 -12%
AP
413
Adero Partners
California
$209K +$209K +9,597 New
CA
414
Cambridge Advisors
Nebraska
$208K +$208K +9,579 New
DACG
415
Donor Advised Charitable Giving
California
$206K +$206K +9,480 New
SC
416
Schoolcraft Capital
Colorado
$204K +$204K +9,396 New
CWA
417
Centennial Wealth Advisory
Michigan
$203K +$203K +9,339 New
CWS
418
Cypress Wealth Services
California
$202K +$202K +9,291 New
PNC Financial Services Group
419
PNC Financial Services Group
Pennsylvania
$181K – – –
CIAS
420
Capital Investment Advisory Services
North Carolina
$179K -$22.3K -1,023 -11%
AssetMark Inc
421
AssetMark Inc
California
$178K +$176K +8,100 +7,941%
TWA
422
TCI Wealth Advisors
Arizona
$170K -$2.48K -114 -1%
WCM
423
Wealthcare Capital Management
Virginia
$166K +$166K +7,620 New
FRA
424
Front Row Advisors
California
$162K -$19.6K -900 -11%
AA
425
AlphaMark Advisors
Kentucky
$157K -$72.9K -3,345 -32%
15 16
17
18 19