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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 %
FA
251
Financial Advisors
Massachusetts
$482K +$2.92K +198 +0.6%
WCM
252
Whitener Capital Management
North Carolina
$480K -$126K -8,535 -21%
CAG
253
Csenge Advisory Group
Florida
$474K +$168K +11,400 +55%
BAM
254
Baldrige Asset Management
Pennsylvania
$456K -$89.9K -6,096 -16%
AWM
255
Avior Wealth Management
Nebraska
$443K +$120K +8,157 +37%
JPLA
256
Joseph P. Lucia & Associates
New York
$434K +$123K +8,325 +39%
TAIM
257
TD Ameritrade Investment Management
Nebraska
$431K +$309K +20,931 +253%
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$428K -$264K -17,904 -38%
SDWMA
259
Schneider Downs Wealth Management Advisors
Pennsylvania
$421K – – –
IB
260
Intrust Bank
Kansas
$414K +$184K +12,462 +80%
BL
261
BCWM LLC
Kansas
$408K +$35.8K +2,424 +10%
HFA
262
Hoover Financial Advisors
Pennsylvania
$405K +$93.6K +6,339 +30%
CCA
263
Clearwater Capital Advisors
Illinois
$401K -$264K -17,865 -40%
SIAS
264
Shine Investment Advisory Services
Colorado
$397K +$120K +8,145 +43%
BRWM
265
B. Riley Wealth Management
Tennessee
$391K +$391K +26,514 New
AWMG
266
Alliance Wealth Management Group
New Jersey
$367K – – –
TCM
267
Towercrest Capital Management
Pennsylvania
$367K – – –
VHAM
268
Van Hulzen Asset Management
California
$365K -$111K -7,500 -23%
SG
269
StoneX Group
New York
$361K +$34.2K +2,319 +10%
GRP
270
Global Retirement Partners
California
$357K +$12.4K +843 +4%
NFG
271
Next Financial Group
Texas
$352K -$165K -11,160 -32%
MAG
272
Mayfair Advisory Group
Alabama
$345K -$372K -25,239 -52%
AAS
273
Avantax Advisory Services
Texas
$343K +$343K +23,268 New
ACM
274
Argent Capital Management
Missouri
$340K +$340K +23,055 New
CBFP
275
Cedar Brook Financial Partners
Ohio
$337K +$144K +9,762 +75%
9 10
11
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