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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 %
LWM
176
Laidlaw Wealth Management
New York
$2.18M -$1.55M -71,142 -42%
AFS
177
Annapolis Financial Services
Maryland
$2.18M +$3.2K +147 +0.1%
Koshinski Asset Management
178
Koshinski Asset Management
Illinois
$2.02M -$1.99M -91,485 -50%
NCM
179
Northwest Capital Management
Oregon
$2.01M -$6.2K -285 -0.3%
AL
180
ACAS LLC
California
$2.01M +$2.01M +92,169 New
MOS
181
MGO One Seven
Ohio
$2M +$371K +17,052 +23%
ACA
182
Atlas Capital Advisors
Wyoming
$2M -$110K -5,037 -5%
BWM
183
BCS Wealth Management
Tennessee
$1.99M -$72.8K -3,348 -4%
WI
184
Wintrust Investments
Illinois
$1.99M +$1.99M +91,308 New
PA
185
Parallel Advisors
California
$1.97M +$332K +15,276 +20%
PAG
186
Private Advisor Group
New Jersey
$1.96M +$15.9K +729 +0.8%
DSC
187
Duncker Streett & Co
Missouri
$1.92M +$33.9K +1,557 +2%
BWL
188
Bogart Wealth LLC
Virginia
$1.91M +$289K +13,257 +18%
IA
189
IFP Advisors
Florida
$1.89M -$2.42M -111,207 -56%
PWA
190
Providence Wealth Advisors
Illinois
$1.86M +$114K +5,250 +7%
MMA
191
Miracle Mile Advisors
California
$1.86M -$22.5K -1,035 -1%
WIC
192
Whitegate Investment Counselors
New Hampshire
$1.84M -$115K -5,274 -6%
SBL
193
Sargent Bickham Lagudis
Colorado
$1.83M +$1.25M +57,492 +216%
JC
194
Jentner Corp
Ohio
$1.81M +$72.2K +3,318 +4%
MSWMA
195
Market Street Wealth Management Advisors
Indiana
$1.79M – – –
EE
196
EWG Elevate
California
$1.72M +$576K +26,490 +51%
Janney Montgomery Scott
197
Janney Montgomery Scott
Pennsylvania
$1.71M +$239K +10,974 +16%
AFP
198
Ausdal Financial Partners
Iowa
$1.7M +$16.1K +738 +1%
WAM
199
WNY Asset Management
New York
$1.66M +$1.2M +55,401 +262%
FWM
200
Focused Wealth Management
New York
$1.66M -$660K -30,339 -28%
6 7
8
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