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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 %
AAS
201
Avantax Advisory Services
Texas
$1.61M +$1.15M +52,818 +250%
CCM
202
Carlson Capital Management
Minnesota
$1.59M +$4.64K +213 +0.3%
LB
203
Leo Brokerage
Texas
$1.57M -$9.66K -444 -0.6%
PCMC
204
Private Capital Management (Colorado)
Colorado
$1.55M -$75.8K -3,483 -5%
RRC
205
Relaxing Retirement Coach
Massachusetts
$1.54M -$13K -597 -0.8%
GHA
206
GW Henssler & Associates
Georgia
$1.52M -$71K -3,264 -4%
KM
207
Kalos Management
Georgia
$1.48M +$654K +28,665 +79%
QAM
208
QCI Asset Management
New York
$1.44M +$1.44M +66,327 New
CWM
209
Cornerstone Wealth Management
Missouri
$1.43M -$3.07K -141 -0.2%
HI
210
Harbour Investments
Wisconsin
$1.43M +$1.43M +65,523 New
AWG
211
Altus Wealth Group
Colorado
$1.4M +$888K +39,066 +173%
AIS
212
American Investment Services
Massachusetts
$1.4M – – –
BWM
213
BCGM Wealth Management
Indiana
$1.4M -$7.69M -346,710 -85%
MCC
214
Money Concepts Capital
Florida
$1.39M -$264K -12,129 -16%
CWM
215
Chesapeake Wealth Management
Virginia
$1.38M -$73.4K -3,375 -5%
LPIC
216
LeJeune Puetz Investment Counsel
Michigan
$1.36M +$171K +7,845 +14%
NFG
217
Next Financial Group
Texas
$1.36M +$204K +9,369 +18%
Truist Financial
218
Truist Financial
North Carolina
$1.32M -$59.5K -2,733 -4%
TIM
219
Tortoise Investment Management
New York
$1.32M +$10.1K +465 +0.8%
SPC
220
Sigma Planning Corp
Michigan
$1.32M +$6.07K +279 +0.5%
MFG
221
MidWestOne Financial Group
Iowa
$1.3M +$171K +7,878 +15%
SPI
222
Santori & Peters Inc
Pennsylvania
$1.29M +$64.8K +2,976 +5%
AWS
223
AJ Wealth Strategies
New York
$1.27M -$240K -11,007 -16%
WIA
224
Westbourne Investment Advisors
Maryland
$1.26M +$96.5K +4,437 +8%
APW
225
Aurora Private Wealth
New Jersey
$1.24M -$261K -11,997 -17%
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