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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
1
Mather Group
Illinois
$322M
2
Ameriprise
2
Ameriprise
Minnesota
$88.3M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$281M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$79.3M
5
HI
5
Horizon Investments
North Carolina
$17.1M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.19B
2
APP
2
Avantax Planning Partners
Iowa
$344M
3
SAF
3
Smith Anglin Financial
Texas
$6.43M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$28.1M
5
KAS
5
Kestra Advisory Services
Texas
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$30.3M +$2.28M +104,817 +8%
Bank of America
27
Bank of America
North Carolina
$29.1M +$1.03M +47,235 +4%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$28.1M -$24.4M – –
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.9M -$622K -28,572 -2%
PFO
30
Pathstone Family Office
New Jersey
$27.7M -$700K -32,157 -2%
HighTower Advisors
31
HighTower Advisors
Illinois
$26.8M +$1.26M +57,795 +5%
TWP
32
Treybourne Wealth Planners
Indiana
$25.6M +$1.7M +78,018 +7%
BA
33
Ballast Advisors
Minnesota
$25.5M +$1.77M +81,288 +7%
PMG
34
ProVise Management Group
Florida
$25.2M +$1.88M +86,220 +8%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$23.9M -$74.3K -3,414 -0.3%
SAMC
36
Spectrum Asset Management (California)
California
$22.3M +$580K +26,667 +3%
NFG
37
Nadler Financial Group
Illinois
$20.5M +$1.09M +50,103 +6%
MM
38
Main Management
California
$20.1M +$26.3K +1,209 +0.1%
VWA
39
Visionary Wealth Advisors
Illinois
$19.8M +$7M +321,585 +55%
RRWA
40
Rainey & Randall Wealth Advisors
Florida
$18.8M +$972K +44,679 +5%
ASI
41
Advisory Services & Investments
Oregon
$18.7M +$18.7M +859,350 New
AG
42
Appleton Group
Wisconsin
$18.5M +$1.9M +87,264 +11%
MFGP
43
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18M +$606K +27,840 +3%
HI
44
Horizon Investments
North Carolina
$17.1M +$17.1M +783,876 New
SAM
45
Summit Asset Management
Tennessee
$16.6M +$233K +10,716 +1%
TWM
46
Tradition Wealth Management
Minnesota
$16.2M +$697K +32,019 +5%
PA
47
Prism Advisors
California
$15.9M +$613K +28,194 +4%
GC
48
Garde Capital
Washington
$15.7M +$134K +6,165 +0.9%
SWRP
49
Summit Wealth & Retirement Planning
California
$14.5M +$1.33M +61,065 +10%
CI
50
CX Institutional
Indiana
$14.3M +$13.4M +615,240 +1,448%
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