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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 %
LDFR
501
Lehman & Derafelo Financial Resources
Pennsylvania
$14K – – –
MWC
502
MBM Wealth Consultants
Missouri
$14K – – –
EIP
503
Ellis Investment Partners
Pennsylvania
$14K +$66 +3 +0.5%
EP
504
Eudaimonia Partners
Tennessee
$13K -$197K -9,234 -94%
COCM
505
Charter Oak Capital Management
New Hampshire
$12K – – –
Fifth Third Bancorp
506
Fifth Third Bancorp
Ohio
$11K – – –
BAM
507
Barrett Asset Management
New York
$10K – – –
CWA
508
Carolina Wealth Advisors
South Carolina
$10K +$654 +30 +7%
Kayne Anderson Rudnick Investment Management
509
Kayne Anderson Rudnick Investment Management
California
$10K +$10K +447 New
OSAM
510
O'Shaughnessy Asset Management
Connecticut
$10K +$10K +462 New
HIA
511
Harbor Investment Advisory
Maryland
$8K – – –
CMA
512
Cedar Mountain Advisors
Oregon
$7K -$1.16K -51 -14%
ME
513
McIlrath & Eck
Washington
$7K – – –
AWM
514
Aberdeen Wealth Management
Illinois
$7K – – –
SWA
515
Sutton Wealth Advisors
Florida
$6.01K – – –
CTC
516
Central Trust Company
Missouri
$6K – – –
VNA
517
Valley National Advisers
Pennsylvania
$6K – – –
PIP
518
Peachtree Investment Partners
Florida
$5K -$60 -3 -1%
PFGIA
519
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$5K +240 New
MAM
520
Meeder Asset Management
Ohio
$4K – – –
LB
521
Legacy Bridge
Iowa
$3K – – –
BAM
522
Bellevue Asset Management
Washington
$3K – – –
BC
523
Barnett & Company
Tennessee
$2K – – –
CCMW
524
Cypress Capital Management (Wyoming)
Wyoming
$2K – – –
GWMIA
525
Global Wealth Management Investment Advisory
Florida
$2K – – –
19 20
21
22 23