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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 %
NSAM
151
North Star Asset Management
Wisconsin
$3M +$33.7K +1,551 +1%
NRI
152
NFP Retirement Inc
California
$2.98M +$868K +39,882 +41%
CM
153
Columbus Macro
Pennsylvania
$2.94M -$440K -20,220 -13%
FA
154
Financial Advisors
Massachusetts
$2.87M +$1.12M +51,426 +64%
SS
155
Sunbelt Securities
Texas
$2.82M +$1.57M +72,039 +125%
VC
156
Veery Capital
Delaware
$2.82M +$125K +5,733 +5%
EFG
157
Everhart Financial Group
Ohio
$2.79M -$56.2K -2,583 -2%
PFA
158
Pure Financial Advisors
California
$2.69M -$220K -10,125 -8%
NWS
159
Newport Wealth Strategies
California
$2.63M +$1.7M +78,150 +183%
DP
160
DDD Partners
Washington
$2.62M +$128K +5,898 +5%
BDF
161
Black Diamond Financial
Maryland
$2.59M +$7.31K +336 +0.3%
AA
162
Apriem Advisors
California
$2.57M +$1.49M +68,430 +137%
PWM
163
Perigon Wealth Management
California
$2.51M +$281K +12,906 +13%
PAS
164
Park Avenue Securities
New York
$2.51M +$585K +26,868 +30%
WSTAM
165
Wilbanks Smith & Thomas Asset Management
Virginia
$2.46M -$275K -12,654 -10%
FANJ
166
Financial Architects (New Jersey)
New Jersey
$2.45M -$14.8K -681 -0.6%
FTUS
167
Flow Traders U.S.
New York
$2.41M +$1.13M +52,077 +89%
BFM
168
Broadview Financial Management
Wisconsin
$2.4M -$276K -12,693 -10%
MMHP
169
Murphy Middleton Hinkle & Parker
Georgia
$2.4M +$518K +23,811 +28%
Goldman Sachs
170
Goldman Sachs
New York
$2.39M +$2.39M +109,620 New
FA
171
Fagan Associates
New York
$2.32M -$82.3K -3,780 -3%
VFIC
172
Valley Forge Investment Consultants
Pennsylvania
$2.31M +$209K +9,591 +10%
WIC
173
Woodmont Investment Counsel
Tennessee
$2.29M +$13.1K +600 +0.6%
SDWMA
174
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.28M +$894K +41,073 +64%
IAIM
175
International Assets Investment Management
Florida
$2.22M +$1.09M +38,121 +97%
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