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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 %
TIM
326
Thompson Investment Management
Wisconsin
$226K +$21.6K +1,467 +11%
AWA
327
Acorn Wealth Advisors
Michigan
$222K +$270 +18 +0.1%
AFA
328
Atlanta Financial Associates
Georgia
$221K +$221K +14,970 New
SCM
329
Shelton Capital Management
Colorado
$221K +$221K +15,000 New
CDIA
330
Capital Directions Investment Advisors
Georgia
$220K -$2.08K -141 -0.9%
GG
331
Gofen & Glossberg
Illinois
$217K – – –
CIR
332
Clear Investment Research
Georgia
$216K – – –
CAM
333
Carret Asset Management
New York
$214K +$13.2K +894 +7%
EH
334
Equitable Holdings
New York
$211K +$796 +54 +0.4%
CA
335
Continuum Advisory
Idaho
$209K -$55.4K -3,945 -21%
TIA
336
Tiemann Investment Advisors
California
$209K – – –
JFG
337
JMG Financial Group
Illinois
$209K +$209K +14,178 New
AIM
338
Avity Investment Management
Connecticut
$208K – – –
APSP
339
Asset Planning Services (Pennsylvania)
Pennsylvania
$207K – – –
JWA
340
JFS Wealth Advisors
Pennsylvania
$205K – – –
APA
341
American Portfolios Advisors
New York
$196K -$27.7K -1,878 -12%
TFS
342
TrustCore Financial Services
Tennessee
$196K -$83.5K -5,646 -30%
BW
343
Bison Wealth
Georgia
$188K -$1.38M -93,510 -88%
JPMorgan Chase & Co
344
JPMorgan Chase & Co
New York
$165K +$124K +8,436 +306%
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$164K -$106K -7,158 -39%
PC
346
Permanens Capital
New York
$151K +$46.6K +3,150 +45%
SPIA
347
Steward Partners Investment Advisory
New York
$135K -$442 -30 -0.3%
FRA
348
Front Row Advisors
California
$132K +$2.21K +135 +2%
BCA
349
Berman Capital Advisors
Georgia
$121K +$966 +66 +0.8%
AC
350
AlphaCore Capital
California
$113K -$83.4K -5,628 -42%
12 13
14
15 16