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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 %
CP
101
Capital Planning
Washington
$7.07M +$123K +5,673 +2%
GCP
102
Gill Capital Partners
Colorado
$6.74M +$349K +16,056 +5%
SAF
103
Smith Anglin Financial
Texas
$6.43M -$30.1M -1,383,606 -82%
PFWA
104
Paces Ferry Wealth Advisors
Georgia
$6.41M +$931K +42,774 +17%
EWM
105
Empirical Wealth Management
Washington
$6.37M -$170K -7,830 -3%
GWS
106
Glassman Wealth Services
Virginia
$6.33M -$57.6K -2,646 -0.9%
WPIC
107
White Pine Investment Company
Michigan
$6.23M +$352K +16,155 +6%
AIP
108
Almanack Investment Partners
Pennsylvania
$6.09M +$5.8M +266,751 +2,042%
DAS
109
Dynamic Advisor Solutions
Arizona
$5.87M -$138K -6,339 -2%
LIM
110
Leavell Investment Management
Alabama
$5.82M +$500K +22,956 +9%
RWM
111
RKL Wealth Management
Pennsylvania
$5.72M -$368K -16,893 -6%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$5.48M +$1.33M +61,083 +32%
CG
113
Colony Group
Massachusetts
$5.45M -$311K -14,283 -5%
SWM
114
Southern Wealth Management
Texas
$5.35M +$23.1K +1,062 +0.4%
BAMG
115
Brand Asset Management Group
Missouri
$5.26M +$24.1K +1,107 +0.5%
SWA
116
Stratos Wealth Advisors
Ohio
$5.14M -$166K -7,617 -3%
SWM
117
SeaCrest Wealth Management
New York
$5.04M -$42K -1,932 -0.8%
LC
118
LCNB Corp
Ohio
$4.91M +$267K +12,255 +6%
BDWCC
119
B&D White Capital Company
Texas
$4.67M +$472K +22,833 +11%
IFS
120
Ifrah Financial Services
Arkansas
$4.65M +$25.5K +1,170 +0.6%
HB
121
Homrich & Berg
Georgia
$4.55M +$5.22K +240 +0.1%
GB
122
Gunma Bank
Japan
$4.44M +$4.44M +204,000 New
ISWM
123
Independent Solutions Wealth Management
New York
$4.25M -$54K -2,481 -1%
GPFA
124
Game Plan Financial Advisors
Ohio
$4.21M +$72.4K +3,318 +2%
BWM
125
BerganKDV Wealth Management
Minnesota
$4.2M -$351K -16,152 -8%
3 4
5
6 7