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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

453 hedge funds and large institutions have $3.59B invested in Schwab US Large-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 190 increasing their positions, 170 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
-38
Holders Change %
-7.74%
% of All Funds
10.01%
Holding in Top 10
48
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.79%
% of All Funds
1.06%
New
44
Increased
190
Reduced
170
Closed
72
Calls
$257K
Puts
–
Net Calls
+$257K
Net Calls Change
-$452K

Top Buyers

1
SS
Sunbelt Securities
Texas
+$160M
2
Betterment LLC
Betterment LLC
New York
+$94.7M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$69M
4
SEI Investments
SEI Investments
Pennsylvania
+$44.4M
5
FWP
FAS Wealth Partners
Kansas
+$27.9M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$87.8M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$28M
3
PFG
Piershale Financial Group
Illinois
-$17.3M
4
JWM
Janiczek Wealth Management
Colorado
-$10.6M
5
ECML
Eagle Capital Management (Louisiana)
Louisiana
-$8.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAC
226
Boys Arnold & Co
North Carolina
$644K +$11.7K +795 +2%
JFGIW
227
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$625K -$206K -13,950 -25%
WWM
228
WT Wealth Management
Arizona
$622K +$20.5K +1,392 +3%
AG
229
Appleton Group
Wisconsin
$620K -$7.4M -501,177 -92%
KM
230
Kalos Management
Georgia
$616K -$983K -61,080 -61%
FAM
231
Foothills Asset Management
Arizona
$615K +$71.7K +4,863 +13%
GCA
232
Gradient Capital Advisors
California
$612K -$46.5K -3,150 -7%
US Bancorp
233
US Bancorp
Minnesota
$599K -$45.5K -3,081 -7%
ASN
234
Advisory Services Network
Georgia
$597K +$19.2K +1,302 +3%
FWM
235
Frontier Wealth Management
Missouri
$596K -$431K -29,256 -42%
Fidelity Investments
236
Fidelity Investments
Massachusetts
$585K -$86.9K -5,895 -13%
LF
237
Lantz Financial
Illinois
$584K -$63.6K -4,311 -10%
IAIM
238
International Assets Investment Management
Florida
$583K +$583K +30,558 New
BPA
239
Beacon Pointe Advisors
California
$579K +$68.1K +4,632 +13%
JPMPWA
240
J.P. Morgan Private Wealth Advisors
California
$576K – – –
AFAS
241
Acorn Financial Advisory Services
Virginia
$574K +$4.71K +318 +0.8%
AA
242
Alesco Advisors
New York
$556K +$3.45K +234 +0.6%
BFPW
243
BOK Financial Private Wealth
Colorado
$543K -$5.41K -366 -1%
WIA
244
Westbourne Investment Advisors
Maryland
$541K +$11.4K +774 +2%
SW
245
SlateStone Wealth
Florida
$520K -$52.8K -3,579 -9%
JWM
246
Janiczek Wealth Management
Colorado
$509K -$10.6M -720,756 -95%
CWP
247
Capital Wealth Planning
Florida
$497K -$83.1K -5,631 -14%
CAG
248
Curtis Advisory Group
California
$497K -$55.2K -3,741 -10%
3C
249
361 Capital
Colorado
$493K -$179K -12,153 -27%
BWL
250
Bogart Wealth LLC
Virginia
$492K +$492K +33,312 New
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