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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

455 hedge funds and large institutions have $4.19B invested in Schwab US Large-Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 155 increasing their positions, 180 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+2
Holders Change %
+0.44%
% of All Funds
9.35%
Holding in Top 10
42
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.5%
% of All Funds
0.86%
New
54
Increased
155
Reduced
180
Closed
49
Calls
$321K
Puts
–
Net Calls
+$321K
Net Calls Change
+$64K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$515M
2
HI
Horizon Investments
North Carolina
+$42.5M
3
MMEA
Main Management ETF Advisors
California
+$30.9M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$28.2M
5
MG
Mather Group
Illinois
+$24.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$170M
2
SS
Sunbelt Securities
Texas
-$162M
3
Betterment LLC
Betterment LLC
New York
-$74.4M
4
APP
Avantax Planning Partners
Iowa
-$67.1M
5
Osaic Holdings
Osaic Holdings
Arizona
-$57.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
251
Whitener Capital Management
North Carolina
$515K -$27.4K -1,641 -5%
RIA
252
Regal Investment Advisors
Michigan
$514K +$514K +30,774 New
AWM
253
Avior Wealth Management
Nebraska
$503K +$1.9K +114 +0.4%
SCM
254
SOL Capital Management
Maryland
$492K +$147K +8,820 +43%
JPLA
255
Joseph P. Lucia & Associates
New York
$485K -$6.52K -390 -1%
SDWMA
256
Schneider Downs Wealth Management Advisors
Pennsylvania
$476K – – –
US Bancorp
257
US Bancorp
Minnesota
$473K -$204K -12,225 -30%
BRWM
258
B. Riley Wealth Management
Tennessee
$468K +$25.2K +1,509 +6%
SW
259
SlateStone Wealth
Florida
$457K -$132K -7,881 -22%
GRP
260
Global Retirement Partners
California
$455K +$51.3K +3,075 +13%
LF
261
Lantz Financial
Illinois
$449K -$212K -12,681 -32%
PGFC
262
Peapack-Gladstone Financial Corp
New Jersey
$428K +$120K +7,161 +39%
CCA
263
Clearwater Capital Advisors
Illinois
$421K -$32.9K -1,968 -7%
RIM
264
Rockbridge Investment Management
New York
$421K +$421K +25,197 New
TCM
265
Towercrest Capital Management
Pennsylvania
$415K -$602 -36 -0.1%
AWMG
266
Alliance Wealth Management Group
New Jersey
$415K -$602 -36 -0.1%
PWMG
267
Prestige Wealth Management Group
New Jersey
$412K -$1.04M -62,409 -72%
CC
268
Cassaday & Co
Virginia
$409K +$80.8K +4,836 +25%
SWP
269
Stratos Wealth Partners
Ohio
$408K -$1.69M -101,025 -81%
CCMD
270
Cypress Capital Management (Delaware)
Delaware
$408K -$1.68M -100,500 -80%
CAG
271
Csenge Advisory Group
Florida
$401K -$135K -8,073 -25%
JCM
272
Jacobsen Capital Management
Utah
$395K +$395K +23,694 New
MAG
273
Mayfair Advisory Group
Alabama
$391K – – –
CBFP
274
Cedar Brook Financial Partners
Ohio
$390K +$8.47K +507 +2%
JWS
275
Juncture Wealth Strategies
Arizona
$387K -$484K -28,977 -56%
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