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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 %
SCM
251
SOL Capital Management
Maryland
$684K +$89.9K +4,530 +15%
AF
252
Advisornet Financial
Minnesota
$681K -$84K -4,236 -11%
BCIM
253
Bishop & Co Investment Management
Pennsylvania
$666K – – –
AWA
254
Arkadios Wealth Advisors
Georgia
$666K +$44.6K +2,250 +7%
GRP
255
Global Retirement Partners
California
$662K +$44.3K +2,235 +7%
WWM
256
WT Wealth Management
Arizona
$655K -$197K -9,945 -23%
RIA
257
Regal Investment Advisors
Michigan
$649K +$649K +32,703 New
RG
258
Retirement Group
California
$626K +$136K +6,855 +28%
BWP
259
Bernardo Wealth Planning
Pennsylvania
$623K -$35.7K -1,800 -5%
ANTB
260
AMG National Trust Bank
Colorado
$598K +$12.5K +630 +2%
AFAS
261
Acorn Financial Advisory Services
Virginia
$588K +$3.94K +198 +0.7%
IAS
262
IMA Advisory Services
Colorado
$586K -$744K -37,443 -56%
AWM
263
Apollon Wealth Management
South Carolina
$584K +$584K +29,451 New
US Bancorp
264
US Bancorp
Minnesota
$563K +$417 +21 +0.1%
TC
265
Tatro Capital
Kentucky
$560K +$283K +14,241 +102%
AWM
266
Avior Wealth Management
Nebraska
$554K -$44.7K -2,253 -7%
MCM
267
Manchester Capital Management
Vermont
$548K +$548K +27,600 New
NS
268
Newman & Schimel
Illinois
$543K +$543K +27,366 New
JFGIW
269
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$536K -$104K -5,259 -16%
LF
270
Lantz Financial
Illinois
$534K – – –
SBL
271
Sargent Bickham Lagudis
Colorado
$528K -$38.4K -1,935 -7%
PGFC
272
Peapack-Gladstone Financial Corp
New Jersey
$528K +$19.9K +1,005 +4%
AA
273
Alesco Advisors
New York
$525K +$208K +10,500 +66%
WDL
274
Well Done LLC
Michigan
$521K -$181K -9,135 -26%
AFA
275
Atlanta Financial Associates
Georgia
$515K +$17.5K +882 +4%
9 10
11
12 13