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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 %
SBL
251
Sargent Bickham Lagudis
Colorado
$497K -$109K -6,255 -18%
US Bancorp
252
US Bancorp
Minnesota
$493K – – –
LF
253
Lantz Financial
Illinois
$468K – – –
SW
254
SlateStone Wealth
Florida
$463K -$12.7K -729 -3%
PGFC
255
Peapack-Gladstone Financial Corp
New Jersey
$445K – – –
KP
256
Keel Point
Alabama
$445K +$445K +25,587 New
RIM
257
Rockbridge Investment Management
New York
$438K – – –
AFA
258
Atlanta Financial Associates
Georgia
$436K +$81.3K +4,677 +23%
AWMG
259
Alliance Wealth Management Group
New Jersey
$432K – – –
TCM
260
Towercrest Capital Management
Pennsylvania
$432K – – –
RG
261
Retirement Group
California
$430K +$34.9K +2,007 +9%
CCA
262
Clearwater Capital Advisors
Illinois
$428K -$10.4K -600 -2%
CC
263
Cassaday & Co
Virginia
$426K – – –
PGAM
264
Princeton Global Asset Management
New Jersey
$425K -$1.83M -105,171 -81%
SWP
265
Stratos Wealth Partners
Ohio
$420K -$4.59K -264 -1%
AssetMark Inc
266
AssetMark Inc
California
$420K +$420K +24,126 New
MAG
267
Mayfair Advisory Group
Alabama
$407K – – –
JCM
268
Jacobsen Capital Management
Utah
$406K -$5.47K -315 -1%
WPA
269
West Paces Advisors
Georgia
$397K – – –
HWA
270
HHM Wealth Advisors
Tennessee
$384K -$4.13K -237 -1%
CBFP
271
Cedar Brook Financial Partners
Ohio
$378K -$27.7K -1,593 -7%
JWS
272
Juncture Wealth Strategies
Arizona
$377K -$25.6K -1,470 -6%
PA
273
Parallel Advisors
California
$377K +$61.5K +3,540 +19%
MGWM
274
Marks Group Wealth Management
Minnesota
$375K – – –
ZIM
275
Zacks Investment Management
Illinois
$366K +$19.3K +1,107 +6%
9 10
11
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