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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 %
SSWM
276
Smith Salley Wealth Management
North Carolina
$515K +$515K +25,941 New
JPLA
277
Joseph P. Lucia & Associates
New York
$511K +$101K +5,094 +25%
KP
278
Keel Point
Alabama
$508K – – –
SW
279
SlateStone Wealth
Florida
$506K -$22.6K -1,140 -4%
ASN
280
Advisory Services Network
Georgia
$506K +$181K +9,120 +56%
AWMG
281
Alliance Wealth Management Group
New Jersey
$492K – – –
TCM
282
Towercrest Capital Management
Pennsylvania
$492K – – –
FWM
283
Frontier Wealth Management
Missouri
$490K +$81.2K +4,089 +20%
WCM
284
Whitener Capital Management
North Carolina
$489K -$114K -5,745 -19%
CCA
285
Clearwater Capital Advisors
Illinois
$488K – – –
CC
286
Cassaday & Co
Virginia
$486K – – –
AIM
287
Avity Investment Management
Connecticut
$484K +$204K +10,290 +73%
VWA
288
V Wealth Advisors
Kansas
$484K +$484K +24,414 New
JWCA
289
J.W. Cole Advisors
Florida
$477K +$477K +24,054 New
Renaissance Technologies
290
Renaissance Technologies
New York
$476K +$476K +24,000 New
MAG
291
Mayfair Advisory Group
Alabama
$464K – – –
JCM
292
Jacobsen Capital Management
Utah
$460K -$3.27K -165 -0.7%
WPA
293
West Paces Advisors
Georgia
$453K – – –
AWG
294
Altus Wealth Group
Colorado
$449K +$449K +22,620 New
CBFP
295
Cedar Brook Financial Partners
Ohio
$448K +$16.7K +843 +4%
RIM
296
Rockbridge Investment Management
New York
$439K -$60.6K -3,057 -12%
RJA
297
Raymond James & Associates
Florida
$438K +$86.8K +4,380 +25%
RC
298
Roundview Capital
New Jersey
$437K +$199K +10,002 +83%
SBIA
299
Sheaff Brock Investment Advisors
Indiana
$436K +$72.1K +3,630 +20%
SHA
300
Seneca House Advisors
Virginia
$433K +$28K +1,413 +7%
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