Top 6 Mutual Funds with SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
This page shows all mutual funds that have reported positions in SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | NP | LAWAX - LADENBURG AGGRESSIVE GROWTH FUND Class A Shares | 562,419 | 0.00 | 15,562 | 4.10 | ||||
| 2025-08-27 | NP | LNOAX - LADENBURG INCOME & GROWTH FUND Class A Shares | 322,577 | 0.00 | 8,926 | 4.09 | ||||
| 2025-08-27 | NP | LGWAX - LADENBURG GROWTH FUND Class A Shares | 1,166,522 | -1.87 | 32,278 | 2.16 | ||||
| 2025-08-27 | NP | LOWAX - LADENBURG GROWTH & INCOME FUND Class A Shares | 1,293,111 | 0.00 | 35,780 | 4.10 | ||||
| 2025-08-27 | NP | LNCAX - LADENBURG INCOME FUND Class A Shares | 34,053 | 0.00 | 942 | 4.09 | ||||
| 2025-06-26 | NP | KCEVX - Knights of Columbus Long/Short Equity Fund Investor Shares | Short | -513,421 | -13,241 |
