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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.

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
ASI
5
Advisory Services & Investments
Oregon
$18.7M

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
KAS
4
Kestra Advisory Services
Texas
$10.3M
5
FFN
5
Focus Financial Network
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.19B 33,496,585 -1,200,090 -3%
APP
2
Avantax Planning Partners
Iowa
$344M 5,277,060 -1,020,023 -16%
MG
3
Mather Group
Illinois
$322M 4,933,859 +712,988 +17%
Osaic Holdings
4
Osaic Holdings
Arizona
$281M 4,304,544 +471,862 +12%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$204M 3,071,046 -120,702 -4%
Betterment LLC
6
Betterment LLC
New York
$165M 2,533,495 -50,380 -2%
Mariner
7
Mariner
Kansas
$123M 1,879,435 -90,389 -5%
SEI Investments
8
SEI Investments
Pennsylvania
$90.6M 1,521,589 – –
Ameriprise
9
Ameriprise
Minnesota
$88.3M 1,352,808 +565,279 +72%
UCFA
10
United Capital Financial Advisors
Texas
$81.7M 1,252,035 -66,923 -5%
KF
11
Krilogy Financial
Missouri
$80.6M 1,234,771 +34,886 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$79.3M 1,214,071 +361,562 +42%
FWP
13
FAS Wealth Partners
Kansas
$70.5M 1,079,244 +86,020 +9%
OIA
14
OneDigital Investment Advisors
Kansas
$62M 950,341 +51,931 +6%
LPL Financial
15
LPL Financial
California
$54.1M 828,959 +66,405 +9%
MMEA
16
Main Management ETF Advisors
California
$48.6M 744,040 +146,730 +25%
FCI
17
Financial Counselors Inc
Kansas
$43.2M 662,049 -22,480 -3%
GAM
18
Gemmer Asset Management
California
$35.2M 539,939 +49,918 +10%
MA
19
MUFG Americas
New York
$34.6M 530,669 +10,646 +2%
Morgan Stanley
20
Morgan Stanley
New York
$34.6M 530,393 +25,413 +5%
MAG
21
Mokosak Advisory Group
Iowa
$33.6M 513,994 +31,634 +7%
Wells Fargo
22
Wells Fargo
California
$33.1M 507,422 +111,201 +28%
SC
23
Savant Capital
Illinois
$33M 505,143 +77,869 +18%
GG
24
GenWealth Group
New Jersey
$32.8M 502,740 +43,320 +9%
UBS Group
25
UBS Group
Switzerland
$31.9M 488,945 +32,474 +7%
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