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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 %
WPA
276
West Paces Advisors
Georgia
$381K – – –
RG
277
Retirement Group
California
$380K +$380K +22,734 New
HWA
278
HHM Wealth Advisors
Tennessee
$373K +$201 +12 +0.1%
AAS
279
Avantax Advisory Services
Texas
$363K -$26.4K -1,578 -7%
MGWM
280
Marks Group Wealth Management
Minnesota
$360K -$701 -42 -0.2%
VCWA
281
Vanguard Capital Wealth Advisors
Colorado
$355K +$355K +21,267 New
FWM
282
Frontier Wealth Management
Missouri
$353K -$322K -19,287 -48%
SBIA
283
Sheaff Brock Investment Advisors
Indiana
$353K – – –
BC
284
Bartlett & Co
Ohio
$348K +$200 +12 +0.1%
BCWM
285
Bartlett & Co Wealth Management
Ohio
$348K +$200 +12 +0.1%
AFA
286
Atlanta Financial Associates
Georgia
$341K +$90.8K +5,430 +36%
IB
287
Intrust Bank
Kansas
$336K -$133K -7,956 -28%
ASN
288
Advisory Services Network
Georgia
$335K -$340K -20,364 -50%
ZIM
289
Zacks Investment Management
Illinois
$333K -$32.4K -1,938 -9%
CIR
290
Clear Investment Research
Georgia
$327K +$82.3K +4,929 +34%
RCM
291
Radnor Capital Management
Pennsylvania
$326K – – –
VCP
292
Vista Capital Partners
Oregon
$326K +$2.5K +150 +0.8%
DW
293
Domani Wealth
Pennsylvania
$324K -$899K -53,871 -73%
EA
294
Elm Advisors
California
$321K – – –
NFG
295
Nations Financial Group
Iowa
$320K – – –
DWT
296
Dorsey & Whitney Trust
South Dakota
$319K – – –
SHA
297
Seneca House Advisors
Virginia
$317K -$15.2K -906 -5%
TAIM
298
TD Ameritrade Investment Management
Nebraska
$316K -$172K -10,299 -35%
LF
299
LifeSteps Financial
California
$314K -$17.4K -1,044 -5%
NWS
300
Newport Wealth Strategies
California
$312K +$312K +18,690 New
10 11
12
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