SCHV icon

Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

451 hedge funds and large institutions have $4.49B invested in Schwab US Large-Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 163 increasing their positions, 167 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
-4
Holders Change %
-0.88%
% of All Funds
9.12%
Holding in Top 10
42
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.85%
New
41
Increased
163
Reduced
167
Closed
37
Calls
$673K
Puts
$214K
Net Calls
+$459K
Net Calls Change
+$138K

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$78.9M
2
APP
Avantax Planning Partners
Iowa
+$56.7M
3
MG
Mather Group
Illinois
+$27.9M
4
Ameriprise
Ameriprise
Minnesota
+$16.6M
5
LJAC
L.J. Altfest & Co
New York
+$11.3M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$39.7M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$22.9M
3
RCIM
Red Cedar Investment Management
Michigan
-$17.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$16.6M
5
AG
Appleton Group
Wisconsin
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
226
Blue Chip Wealth Management
Florida
$663K -$151K -8,658 -19%
MWA
227
Martel Wealth Advisors
Washington
$658K +$12.2K +702 +2%
JCIA
228
Jackson Creek Investment Advisors
Colorado
$655K +$655K +37,650 New
MIAN
229
Mariner Independent Advisor Network
Kansas
$639K -$114K -6,573 -15%
IAN
230
Integrated Advisors Network
Texas
$629K +$38.7K +2,223 +7%
Fidelity Investments
231
Fidelity Investments
Massachusetts
$620K +$70.7K +4,065 +13%
WDL
232
Well Done LLC
Michigan
$616K -$1.23M -70,971 -67%
SG
233
StoneX Group
New York
$606K -$29.6K -1,704 -5%
NFG
234
Next Financial Group
Texas
$593K -$51.7K -2,973 -8%
BCIM
235
Bishop & Co Investment Management
Pennsylvania
$584K +$30.9K +1,776 +6%
FA
236
Financial Advisors
Massachusetts
$581K +$6.53K +375 +1%
BWP
237
Bernardo Wealth Planning
Pennsylvania
$578K -$75.5K -4,341 -12%
GCA
238
Gradient Capital Advisors
California
$572K +$6.73K +387 +1%
BAM
239
Baldrige Asset Management
Pennsylvania
$566K -$7.83K -450 -1%
AWA
240
Arkadios Wealth Advisors
Georgia
$566K +$813 +45 +0.1%
JFGIW
241
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$561K -$49.6K -2,853 -8%
MAM
242
Marotta Asset Management
Virginia
$558K -$248K -14,280 -31%
AWM
243
Aprio Wealth Management
Georgia
$544K -$286K -16,461 -34%
GRP
244
Global Retirement Partners
California
$542K +$67.3K +3,864 +14%
WCM
245
Whitener Capital Management
North Carolina
$529K -$8.24K -474 -2%
JCM
246
Jacobi Capital Management
Pennsylvania
$525K +$525K +30,174 New
AWM
247
Avior Wealth Management
Nebraska
$524K +$573 +33 +0.1%
SCM
248
SOL Capital Management
Maryland
$521K +$8.09K +465 +2%
ANTB
249
AMG National Trust Bank
Colorado
$514K -$112K -6,450 -18%
AFAS
250
Acorn Financial Advisory Services
Virginia
$510K -$124K -7,167 -20%
8 9
10
11 12