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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 %
BW
426
Bison Wealth
Georgia
$154K – – –
AIM
427
Anchor Investment Management
South Carolina
$153K -$2.87K -132 -2%
GA
428
GoalVest Advisory
New York
$151K -$56.4K -2,586 -27%
PFBT
429
Parkside Financial Bank & Trust
Missouri
$140K -$10.7K -489 -7%
SIC
430
Salem Investment Counselors
North Carolina
$134K +$29.3K +1,350 +28%
TCWM
431
Total Clarity Wealth Management
Illinois
$134K +$134K +6,147 New
TFS
432
TrustCore Financial Services
Tennessee
$131K -$15K -690 -10%
LFG
433
Larson Financial Group
Missouri
$131K +$24.4K +1,122 +23%
PB
434
Pinnacle Bancorp
Nebraska
$108K -$10.3K -471 -9%
PC
435
Permanens Capital
New York
$106K -$13.1K -600 -11%
Simplex Trading
436
Simplex Trading
Illinois
$105K +$70.9K +3,282 +208%
MAM
437
McCarthy Asset Management
California
$103K +$326 +15 +0.3%
PSIWM
438
Paradigm Strategies in Wealth Management
Minnesota
$102K +$102K +4,671 New
AIC
439
Ameritas Investment Company
Nebraska
$102K +$102K +4,683 New
LWA
440
Lenox Wealth Advisors
New York
$98K – – –
Rockefeller Capital Management
441
Rockefeller Capital Management
New York
$91K +$85.7K +3,954 +1,607%
SA
442
SRH Advisors
Kansas
$90K – – –
HI
443
Hudock Inc
Pennsylvania
$89K +$388 +18 +0.4%
ICM
444
Islay Capital Management
Texas
$86K – – –
IRC
445
Investors Research Corp
Georgia
$85K – – –
William Blair & Company
446
William Blair & Company
Illinois
$81K +$15.7K +723 +24%
QCG
447
Quadrant Capital Group
Ohio
$79K – – –
JPMorgan Chase & Co
448
JPMorgan Chase & Co
New York
$78K +$39.4K +1,806 +102%
AWM
449
Atticus Wealth Management
Florida
$77K – – –
CFB
450
Cullen/Frost Bankers
Texas
$74K +$26.1K +1,206 +54%
16 17
18
19 20