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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 %
PA
301
Parallel Advisors
California
$267K -$131K -8,859 -33%
PSUF
302
People's United Financial
Connecticut
$267K -$72K -4,881 -21%
IAP
303
Indie Asset Partners
Indiana
$262K -$42.4K -2,877 -14%
FFA
304
First Foundation Advisors
California
$262K -$11.7K -795 -4%
CBT
305
Capital Bank & Trust
California
$262K +$262K +17,721 New
BL
306
BFSG LLC
California
$261K -$158K -10,701 -38%
FWM
307
Filbrandt Wealth Management
Wisconsin
$261K – – –
Fisher Asset Management
308
Fisher Asset Management
Washington
$261K +$261K +17,664 New
RC
309
Rovin Capital
Arizona
$257K -$53.8K -3,300 -17%
PWA
310
Physician Wealth Advisors
Utah
$256K -$7.3K -465 -3%
LFG
311
Larson Financial Group
Missouri
$255K +$24.4K +1,653 +11%
FM
312
Foster & Motley
Ohio
$255K +$26.1K +1,767 +11%
BIM
313
Bridges Investment Management
Nebraska
$251K -$6.63K -450 -3%
SFWC
314
Strategic Family Wealth Counselors
New Jersey
$250K +$250K +16,962 New
FI
315
FormulaFolio Investments
Michigan
$245K -$79.1K -5,370 -24%
CIC
316
Carnegie Investment Counsel
Ohio
$242K +$488 +33 +0.2%
BO
317
BRR OpCo
Ohio
$242K +$32.2K +2,178 +15%
FCA
318
FinTrust Capital Advisors
South Carolina
$237K +$577 +39 +0.2%
RJA
319
Raymond James & Associates
Florida
$237K +$17.9K +1,212 +8%
SNBOSD
320
Security National Bank of So Dak
Iowa
$235K – – –
IWP
321
IAG Wealth Partners
Wisconsin
$234K +$38K +2,568 +19%
APG
322
Abacus Planning Group
South Carolina
$233K +$2.62K +177 +1%
DACG
323
Donor Advised Charitable Giving
California
$232K +$232K +15,750 New
IAN
324
Integrated Advisors Network
Texas
$230K +$12.6K +855 +6%
MIAS
325
Mason Investment Advisory Services
Virginia
$228K -$120K -8,112 -34%
11 12
13
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