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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 %
AIA
451
Arcadia Investment Advisors
Idaho
$72.5K – – –
FHA
452
First Horizon Advisors
Tennessee
$70K – – –
JCM
453
Jacobi Capital Management
Pennsylvania
$69K +$69K +3,156 New
HR
454
Howe & Rusling
New York
$68K +$328 +15 +0.5%
MHR
455
Matthew Hamilton Rosenberg
$65K – – –
BCA
456
Berman Capital Advisors
Georgia
$63K +$129 +6 +0.2%
EK
457
Evensky & Katz
Florida
$62K -$18.9K -873 -23%
PMFA
458
Plante Moran Financial Advisors
Michigan
$61K +$12.3K +570 +25%
CAL
459
Capital Advisors Ltd
Ohio
$58K +$58K +2,667 New
LWANC
460
Laurel Wealth Advisors (North Carolina)
North Carolina
$54K +$2.29K +105 +4%
NIC
461
Northwest Investment Counselors
Oregon
$54K +$54K +2,484 New
CCP
462
Clarkston Capital Partners
Michigan
$52K +$10.6K +492 +26%
ACA
463
Aptus Capital Advisors
Alabama
$52K +$29.3K +1,347 +129%
AF
464
Allworth Financial
California
$52K +$44.4K +2,046 +588%
VCM
465
Versant Capital Management
Arizona
$50K -$3.34K -153 -6%
FA
466
Faithward Advisors
Pennsylvania
$50K +$50K +2,277 New
TCM
467
Tradewinds Capital Management
Washington
$48K – – –
MF
468
Manchester Financial
California
$48K +$22.6K +1,032 +89%
AIA
469
Armor Investment Advisors
North Carolina
$46K +$32.5K +1,500 +240%
BWA
470
BDO Wealth Advisors
Florida
$44K +$15.7K +720 +55%
AC
471
AlphaCore Capital
California
$43K +$65 +3 +0.2%
MAWCM
472
Mine & Arao Wealth Creation & Management
California
$42K – – –
EW
473
Evoke Wealth
California
$40K +$40K +1,830 New
TCM
474
TD Capital Management
Tennessee
$39K +$39K +1,806 New
RDFA
475
Ritter Daniher Financial Advisory
Ohio
$34K -$1.97K -90 -5%
17 18
19
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