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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 %
AW
301
ACG Wealth
Georgia
$304K -$61.2K -3,663 -17%
PA
302
Parallel Advisors
California
$303K +$701 +42 +0.2%
FWM
303
Filbrandt Wealth Management
Wisconsin
$298K +$3.06K +183 +1%
BFPW
304
BOK Financial Private Wealth
Colorado
$297K -$317K -18,996 -52%
PAS
305
Park Avenue Securities
New York
$294K +$294K +17,586 New
PWA
306
Physician Wealth Advisors
Utah
$293K +$1.5K +84 +0.5%
FI
307
FormulaFolio Investments
Michigan
$290K +$12.7K +759 +5%
FFA
308
First Foundation Advisors
California
$284K -$12.9K -771 -4%
BIM
309
Bridges Investment Management
Nebraska
$284K – – –
SFWC
310
Strategic Family Wealth Counselors
New Jersey
$283K – – –
RJA
311
Raymond James & Associates
Florida
$279K +$10.6K +636 +4%
CIC
312
Carnegie Investment Counsel
Ohio
$274K +$401 +24 +0.1%
AA
313
Alesco Advisors
New York
$273K -$357K -21,366 -57%
Stifel Financial
314
Stifel Financial
Missouri
$273K +$273K +16,305 New
OC
315
Oarsman Capital
Wisconsin
$272K +$272K +16,287 New
BO
316
BRR OpCo
Ohio
$265K -$8.52K -510 -3%
DACG
317
Donor Advised Charitable Giving
California
$263K – – –
IAP
318
Indie Asset Partners
Indiana
$260K -$57.2K -3,204 -18%
APG
319
Abacus Planning Group
South Carolina
$257K -$6.06K -363 -2%
TIM
320
Thompson Investment Management
Wisconsin
$256K +$50 +3 +0%
SCM
321
Shelton Capital Management
Colorado
$251K – – –
JWA
322
JFS Wealth Advisors
Pennsylvania
$250K +$17.9K +1,071 +8%
CDIA
323
Capital Directions Investment Advisors
Georgia
$249K – – –
CWC
324
Carolinas Wealth Consulting
North Carolina
$247K +$247K +14,778 New
GG
325
Gofen & Glossberg
Illinois
$246K – – –
11 12
13
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