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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 %
MGWM
301
Marks Group Wealth Management
Minnesota
$428K – – –
KCPG
302
Kavar Capital Partners Group
Kansas
$428K +$428K +21,573 New
Susquehanna International Group
303
Susquehanna International Group
Pennsylvania
$427K -$3.17M -159,657 -88%
BCWM
304
Bartlett & Co Wealth Management
Ohio
$420K +$4.11K +207 +1%
AAS
305
Avantax Advisory Services
Texas
$420K -$396K -19,950 -49%
BC
306
Bartlett & Co
Ohio
$420K +$4.1K +207 +1%
CWC
307
Carolinas Wealth Consulting
North Carolina
$420K +$123K +6,201 +41%
WAM
308
WNY Asset Management
New York
$420K +$420K +21,147 New
HWA
309
HHM Wealth Advisors
Tennessee
$415K -$22.9K -1,155 -5%
ZIM
310
Zacks Investment Management
Illinois
$414K -$3.51K -177 -0.8%
CFGS
311
Concourse Financial Group Securities
Alabama
$413K +$162K +8,172 +65%
SPIA
312
Steward Partners Investment Advisory
New York
$402K +$262K +13,179 +187%
BDFN
313
Bond & Devick Financial Network
Minnesota
$401K +$401K +20,184 New
Baird Financial Group
314
Baird Financial Group
Wisconsin
$399K +$399K +20,121 New
CFD
315
Creative Financial Designs
Indiana
$398K +$37.6K +1,896 +10%
BAM
316
Belpointe Asset Management
Nevada
$394K +$27.7K +1,392 +8%
JWS
317
Juncture Wealth Strategies
Arizona
$393K -$37.3K -1,878 -9%
Stifel Financial
318
Stifel Financial
Missouri
$392K +$83.8K +4,224 +27%
CIR
319
Clear Investment Research
Georgia
$389K – – –
RCM
320
Radnor Capital Management
Pennsylvania
$388K – – –
DWT
321
Dorsey & Whitney Trust
South Dakota
$379K – – –
FA
322
Fountainhead AM
New Jersey
$379K +$379K +19,104 New
PGAM
323
Princeton Global Asset Management
New Jersey
$373K -$111K -5,592 -23%
FI
324
FormulaFolio Investments
Michigan
$373K +$43.7K +2,202 +13%
CIBC Private Wealth Group
325
CIBC Private Wealth Group
Georgia
$372K +$21.2K +1,065 +6%
11 12
13
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