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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 %
CCMG
76
Clark Capital Management Group
Pennsylvania
$9.56M -$1.48M -67,956 -13%
PP
77
PrairieView Partners
Minnesota
$9.46M -$401K -18,411 -4%
HG
78
Harbor Group
New Hampshire
$9.36M -$187K -8,403 -2%
GIA
79
Gladstone Institutional Advisory
Florida
$9.24M +$1.18M +54,399 +15%
HFA
80
Hoover Financial Advisors
Pennsylvania
$8.84M -$202K -8,835 -2%
MA
81
Mutual Advisors
Nebraska
$8.76M +$206K +9,456 +2%
HSA
82
HBK Sorce Advisory
Pennsylvania
$8.74M -$443K -20,358 -5%
OWM
83
Opes Wealth Management
California
$8.71M -$709K -32,583 -8%
SFA
84
Sequoia Financial Advisors
Ohio
$8.66M -$855K -39,303 -9%
MFT
85
Moisand Fitzgerald Tamayo
Florida
$8.31M -$1.57M -72,291 -16%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$8.3M -$1.65M -75,858 -17%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$8.16M +$3.91M +179,715 +92%
IAN
88
Integrated Advisors Network
Texas
$8.16M +$6.4M +293,940 +363%
HA
89
Harborview Advisors
Maine
$8.15M +$389K +17,883 +5%
NDSI
90
Newman Dignan & Sheerar Inc
Rhode Island
$7.97M +$89.2K +4,101 +1%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$7.97M +$12.7K +582 +0.2%
TWP
92
Total Wealth Planning
Ohio
$7.97M -$819K -37,623 -9%
SFA
93
Seneca Financial Advisors
New York
$7.79M +$199K +9,153 +3%
PCIA
94
Prime Capital Investment Advisors
Kansas
$7.74M -$26.6K -1,221 -0.3%
ACA
95
Affinity Capital Advisors
California
$7.73M -$2.08M -95,562 -21%
FAN
96
Financial Advisors Network
California
$7.61M +$329K +15,102 +5%
CAG
97
Curtis Advisory Group
California
$7.5M +$5.76M +264,915 +332%
DP
98
Denver PWM
Colorado
$7.32M -$285K -16,386 -4%
AWM
99
AE Wealth Management
Kansas
$7.31M +$589K +27,066 +9%
OCM
100
One Capital Management
California
$7.12M -$14.3K -657 -0.2%
2 3
4
5 6