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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 %
WPA
276
West Paces Advisors
Georgia
$337K +$18.2K +1,230 +6%
CIBC Private Wealth Group
277
CIBC Private Wealth Group
Georgia
$334K -$173K -11,715 -34%
HWA
278
HHM Wealth Advisors
Tennessee
$329K -$45.3K -3,069 -12%
PI
279
Parkside Investments
Illinois
$323K -$530K -35,955 -62%
AW
280
ACG Wealth
Georgia
$323K -$47.4K -3,210 -13%
ZIM
281
Zacks Investment Management
Illinois
$323K -$12.7K -861 -4%
LIM
282
Leavell Investment Management
Alabama
$320K -$1.64K -111 -0.5%
MGWM
283
Marks Group Wealth Management
Minnesota
$319K +$319K +21,600 New
SBIA
284
Sheaff Brock Investment Advisors
Indiana
$312K +$41.7K +2,820 +15%
BCWM
285
Bartlett & Co Wealth Management
Ohio
$307K -$1.32M -89,652 -81%
BC
286
Bartlett & Co
Ohio
$307K +$307K +20,820 New
SCM
287
SOL Capital Management
Maryland
$305K +$60.5K +4,095 +25%
JIP
288
JBJ Investment Partners
South Carolina
$301K -$4.91M -332,580 -94%
LF
289
LifeSteps Financial
California
$293K -$21.8K -1,476 -7%
SHA
290
Seneca House Advisors
Virginia
$293K +$33.2K +2,253 +13%
CC
291
Cassaday & Co
Virginia
$290K -$2.98M -201,723 -91%
RCM
292
Radnor Capital Management
Pennsylvania
$289K – – –
VCP
293
Vista Capital Partners
Oregon
$286K -$4.25K -288 -1%
EA
294
Elm Advisors
California
$284K – – –
ZIC
295
ZWJ Investment Counsel
Georgia
$283K +$5.84K +396 +2%
DWT
296
Dorsey & Whitney Trust
South Dakota
$282K – – –
NFG
297
Nations Financial Group
Iowa
$282K +$2.21K +150 +0.8%
AA
298
Argent Advisors
Louisiana
$277K +$277K +18,780 New
PGFC
299
Peapack-Gladstone Financial Corp
New Jersey
$272K -$10.1K -684 -4%
TWA
300
TCI Wealth Advisors
Arizona
$270K +$126K +8,550 +88%
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