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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 %
MA
526
MBA Advisors
Pennsylvania
$1.8K +$1.8K +82,887 New
SIM
527
Sonora Investment Management
Arizona
$1K -$225K -13,470 -100%
NC
528
NewSquare Capital
Pennsylvania
$1K – – –
PCA
529
Providence Capital Advisors
North Carolina
$1K – – –
CA
530
Clearstead Advisors
Ohio
$1K – – –
JFA
531
JNBA Financial Advisors
Minnesota
$1K – – –
WWM
532
Wolff Wiese Magana
California
$1K – – –
BC
533
Burleson & Co
California
$1K +$1K +24 New
MPWT
534
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +36 New
EWM
535
Elmwood Wealth Management
California
$1K +$1K +66 New
FFN
536
Focus Financial Network
Minnesota
– -$20.5M -1,034,649 Closed
WIA
537
World Investment Advisors
California
– -$9.06M -434,460 Closed
OPS
538
Orion Portfolio Solutions
Nebraska
– -$6.64M -334,356 Closed
TNA
539
True North Advisors
Texas
– -$5.71M -287,766 Closed
SS
540
Simplicity Solutions
Minnesota
– -$4.77M -240,453 Closed
RCIM
541
Red Cedar Investment Management
Michigan
– -$4.61M -232,437 Closed
PPA
542
Parametric Portfolio Associates
Washington
– -$1.56M -78,546 Closed
AA
543
Argent Advisors
Louisiana
– -$1.48M -74,466 Closed
RIA
544
Regal Investment Advisors
Michigan
– -$649K -32,703 Closed
AFAS
545
Acorn Financial Advisory Services
Virginia
– -$588K -29,571 Closed
KP
546
Keel Point
Alabama
– -$508K -25,587 Closed
JWS
547
Juncture Wealth Strategies
Arizona
– -$393K -19,812 Closed
FI
548
FormulaFolio Investments
Michigan
– -$373K -18,774 Closed
CAM
549
Concorde Asset Management
Michigan
– -$354K -17,841 Closed
CDIA
550
Capital Directions Investment Advisors
Georgia
– -$296K -14,910 Closed
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