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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

512 hedge funds and large institutions have $5.55B invested in Schwab US Large-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 204 increasing their positions, 132 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+61
Holders Change %
+13.53%
% of All Funds
9.08%
Holding in Top 10
53
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.19%
% of All Funds
0.94%
New
93
Increased
204
Reduced
132
Closed
23
Calls
$649K
Puts
–
Net Calls
+$649K
Net Calls Change
+$190K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$62.9M
2
MG
Mather Group
Illinois
+$38.9M
3
Mariner
Mariner
Kansas
+$33.9M
4
PFO
Pathstone Family Office
New Jersey
+$25.9M
5
KAS
Kestra Advisory Services
Texas
+$23.1M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
-$27.8M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$15.5M
3
HI
Horizon Investments
North Carolina
-$14M
4
LJAC
L.J. Altfest & Co
New York
-$13M
5
LB
Leo Brokerage
Texas
-$8.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAIC
226
Lederer & Associates Investment Counsel
California
$964K -$14.9K -753 -2%
AL
227
Aspiriant LLC
California
$953K – – –
SWPG
228
Strategic Wealth Partners Group
Illinois
$935K -$50.8K -2,559 -5%
PCWA
229
Pacific Capital Wealth Advisors
California
$925K -$8.93K -450 -1%
TRCT
230
Tower Research Capital (TRC)
New York
$907K +$906K +45,699 +152,330%
MIAN
231
Mariner Independent Advisor Network
Kansas
$899K +$171K +8,598 +23%
Bank of Montreal
232
Bank of Montreal
Ontario, Canada
$898K +$122 +6 +0%
CI
233
CX Institutional
Indiana
$843K +$843K +42,486 New
JCIA
234
Jackson Creek Investment Advisors
Colorado
$835K +$87.7K +4,419 +12%
BL
235
BCWM LLC
Kansas
$824K +$1.49K +75 +0.2%
CIP
236
Capital Insight Partners
Arizona
$817K +$2.14K +108 +0.3%
VFA
237
Valeo Financial Advisors
Indiana
$802K -$14K -708 -2%
CAG
238
Compass Advisory Group
New York
$792K +$792K +39,930 New
GCA
239
Gradient Capital Advisors
California
$787K +$135K +6,789 +21%
MPM
240
Meritage Portfolio Management
Kansas
$749K -$16.2K -816 -2%
NWS
241
Newport Wealth Strategies
California
$744K – – –
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$728K – – –
MWA
243
Martel Wealth Advisors
Washington
$728K +$32.1K +1,743 +5%
Fidelity Investments
244
Fidelity Investments
Massachusetts
$720K +$12.5K +630 +2%
BAM
245
Baldrige Asset Management
Pennsylvania
$718K +$72.3K +3,645 +11%
SWP
246
Stratos Wealth Partners
Ohio
$717K +$237K +11,952 +49%
MCM
247
Mengis Capital Management
Oregon
$716K -$189K -9,552 -21%
KM
248
Kalos Management
Georgia
$715K -$9.99K -504 -1%
MAM
249
Marotta Asset Management
Virginia
$706K +$69.4K +3,495 +11%
SG
250
StoneX Group
New York
$690K -$1.91K -96 -0.3%
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