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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 %
Fisher Asset Management
326
Fisher Asset Management
Washington
$245K -$50.6K -3,024 -17%
FCA
327
FinTrust Capital Advisors
South Carolina
$243K -$24.4K -1,464 -9%
LFG
328
Larson Financial Group
Missouri
$241K -$48.2K -2,880 -17%
CAM
329
Carret Asset Management
New York
$240K -$1.65K -99 -0.7%
AIM
330
Avity Investment Management
Connecticut
$236K – – –
TIA
331
Tiemann Investment Advisors
California
$236K – – –
APA
332
American Portfolios Advisors
New York
$235K +$13.1K +783 +6%
APSP
333
Asset Planning Services (Pennsylvania)
Pennsylvania
$234K – – –
TC
334
Tatro Capital
Kentucky
$233K +$233K +13,947 New
AIP
335
Almanack Investment Partners
Pennsylvania
$231K -$10.6M -634,032 -98%
JWM
336
Janiczek Wealth Management
Colorado
$221K -$355K -21,252 -62%
EH
337
Equitable Holdings
New York
$219K -$20.1K -1,206 -8%
PTP
338
Platform Technology Partners
New York
$217K +$217K +12,969 New
CA
339
Continuum Advisory
Idaho
$215K -$33.5K -2,007 -13%
LWM
340
Loveless Wealth Management
Montana
$215K +$215K +12,894 New
JIP
341
JBJ Investment Partners
South Carolina
$212K -$129K -7,707 -38%
CFGS
342
Concourse Financial Group Securities
Alabama
$212K +$121K +7,263 +133%
KA
343
Klingman & Associates
New York
$212K +$212K +12,672 New
RWM
344
RBA Wealth Management
California
$210K +$210K +12,570 New
MOS
345
MGO One Seven
Ohio
$209K +$209K +12,534 New
MIAS
346
Mason Investment Advisory Services
Virginia
$206K -$51.4K -3,075 -20%
PIMG
347
Patriot Investment Management Group
Tennessee
$205K +$205K +12,294 New
GG
348
Greenwood Gearhart
Arkansas
$205K -$2.3M -137,379 -92%
RC
349
Roundview Capital
New Jersey
$201K +$201K +12,006 New
FPCG
350
Fort Pitt Capital Group
Pennsylvania
$200K +$200K +12,003 New
12 13
14
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