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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 %
MWP
476
Meridian Wealth Partners
Pennsylvania
$34K – – –
PK
477
Pflug Koory
Nebraska
$34K +$11.3K +522 +50%
SFPG
478
Stonebridge Financial Planning Group
Florida
$34K +$34K +1,527 New
WP
479
WealthShield Partners
North Carolina
$34K +$34K +1,575 New
WAP
480
Wealthcare Advisory Partners
Pennsylvania
$34K +$34K +1,581 New
BCM
481
Blume Capital Management
California
$33K – – –
CFO
482
CVA Family Office
Colorado
$33K +$132 +6 +0.4%
RF
483
Robbins Farley
New Hampshire
$29K -$3.03K -129 -9%
JHCP
484
Jackson Hole Capital Partners
Oklahoma
$29K – – –
SSB
485
Sandy Spring Bank
Maryland
$29K +$27.6K +1,275 +2,024%
MSFP
486
Mark Sheptoff Financial Planning
Connecticut
$28K – – –
First Manhattan
487
First Manhattan
New York
$26K +$22.3K +1,032 +604%
S
488
SignatureFD
Georgia
$25K -$28.2K -1,281 -53%
CWA
489
Clearview Wealth Advisors
Oregon
$25K +$25K +1,170 New
GLLW
490
Graves Light Lenhart Wealth
Virginia
$24K – – –
IF
491
Ironwood Financial
Arizona
$24K – – –
FPB
492
First PREMIER Bank
South Dakota
$23K – – –
TRCT
493
Tower Research Capital (TRC)
New York
$22K -$970K -44,715 -98%
CIA
494
Cascade Investment Advisors
Oregon
$21.2K – – –
RBC
495
Roble Belko & Company
Pennsylvania
$20K +$6K +270 +43%
Barclays
496
Barclays
United Kingdom
$20K +$20K +900 New
PAI
497
Pittenger & Anderson Inc
Nebraska
$18K -$19.5K -900 -52%
BFC
498
Bedel Financial Consulting
Indiana
$18K +$400 +18 +2%
SFP
499
Sterling Financial Planning
New Jersey
$17K +$66 +3 +0.4%
AA
500
Ancora Advisors
Ohio
$16K +$193 +9 +1%
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