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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 %
BHB
51
Bank Hapoalim BM
Israel
$14.2M +$14.2M +651,000 New
GIA
52
GHP Investment Advisors
Colorado
$14.2M +$50.7K +2,331 +0.4%
GSIS
53
Global Strategic Investment Solutions
Arizona
$13.5M -$6.83M -313,797 -34%
SFG
54
Sage Financial Group
Pennsylvania
$13.5M -$257K -11,829 -2%
CAN
55
Cetera Advisor Networks
California
$13.1M +$1.12M +51,465 +9%
ACA
56
Ackerman Capital Advisors
Texas
$12.4M +$4.89M +224,859 +65%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$11.8M +$775K +35,628 +7%
BlackRock
58
BlackRock
New York
$11.7M -$558K -25,629 -5%
GB
59
Goepper Burkhardt
South Carolina
$11.4M +$628K +28,848 +6%
NCMW
60
Northern Capital Management (Washington)
Washington
$11.4M +$1.3M +59,754 +13%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$11.4M +$2.8M +128,517 +33%
SFS
62
Sowell Financial Services
Arkansas
$11M +$2.02M +87,894 +22%
ST
63
Spinnaker Trust
Maine
$11M +$699K +32,118 +7%
IWA
64
IVC Wealth Advisors
Pennsylvania
$10.7M +$4.15M +190,632 +64%
Creative Planning
65
Creative Planning
Kansas
$10.7M -$279K -12,828 -3%
XF
66
XML Financial
Maryland
$10.6M +$418K +19,206 +4%
CWA
67
Cornerstone Wealth Advisors
Minnesota
$10.6M +$10.6M +488,196 New
BPA
68
Beacon Pointe Advisors
California
$10.4M +$108K +4,950 +1%
MGIA
69
Moneta Group Investment Advisors
Missouri
$10.4M +$1.33M +61,284 +15%
KAS
70
Kestra Advisory Services
Texas
$10.3M -$24.2M -1,113,300 -70%
TCPWM
71
Traverso Chambers Private Wealth Management
California
$10.2M -$277K -12,732 -3%
WFA
72
Wipfli Financial Advisors
Wisconsin
$10.1M +$77.9K +3,582 +0.8%
CAM
73
Cresset Asset Management
Illinois
$9.73M +$202K +9,297 +2%
CGFA
74
Colton Groome Financial Advisors
North Carolina
$9.72M +$1.07M +48,957 +12%
SKK
75
Shepherd Kaplan Krochuk
Massachusetts
$9.71M -$1.21M -55,587 -11%
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