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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 %
EA
276
Elm Advisors
California
$366K +$31.3K +1,800 +9%
BC
277
Bartlett & Co
Ohio
$365K +$2.51K +144 +0.7%
BCWM
278
Bartlett & Co Wealth Management
Ohio
$365K +$2.51K +144 +0.7%
JPLA
279
Joseph P. Lucia & Associates
New York
$359K -$145K -8,367 -29%
FWM
280
Frontier Wealth Management
Missouri
$358K -$9.49K -546 -3%
SHA
281
Seneca House Advisors
Virginia
$355K +$25.3K +1,452 +8%
CAG
282
Csenge Advisory Group
Florida
$347K -$74.4K -4,242 -18%
VCP
283
Vista Capital Partners
Oregon
$347K +$7.1K +408 +2%
CIR
284
Clear Investment Research
Georgia
$341K – – –
RCM
285
Radnor Capital Management
Pennsylvania
$340K – – –
DWT
286
Dorsey & Whitney Trust
South Dakota
$332K – – –
DW
287
Domani Wealth
Pennsylvania
$325K -$13.4K -771 -4%
LF
288
LifeSteps Financial
California
$322K -$5.01K -288 -2%
BAM
289
Belpointe Asset Management
Nevada
$320K +$320K +18,420 New
SBIA
290
Sheaff Brock Investment Advisors
Indiana
$319K -$48.7K -2,796 -13%
CFD
291
Creative Financial Designs
Indiana
$316K +$316K +18,162 New
PWMG
292
Prestige Wealth Management Group
New Jersey
$315K -$114K -6,531 -27%
NFG
293
Nations Financial Group
Iowa
$313K -$19.5K -1,125 -6%
AW
294
ACG Wealth
Georgia
$312K -$5.17K -297 -2%
RJA
295
Raymond James & Associates
Florida
$308K +$17.9K +1,032 +6%
CIBC Private Wealth Group
296
CIBC Private Wealth Group
Georgia
$307K +$307K +17,664 New
FWM
297
Filbrandt Wealth Management
Wisconsin
$304K -$6.47K -372 -2%
PWA
298
Physician Wealth Advisors
Utah
$297K +$12.9K +744 +5%
BIM
299
Bridges Investment Management
Nebraska
$296K – – –
SFWC
300
Strategic Family Wealth Counselors
New Jersey
$295K – – –
10 11
12
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