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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

451 hedge funds and large institutions have $4.49B invested in Schwab US Large-Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 163 increasing their positions, 167 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
-4
Holders Change %
-0.88%
% of All Funds
9.12%
Holding in Top 10
42
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.85%
New
41
Increased
163
Reduced
167
Closed
37
Calls
$673K
Puts
$214K
Net Calls
+$459K
Net Calls Change
+$138K

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$78.9M
2
APP
Avantax Planning Partners
Iowa
+$56.7M
3
MG
Mather Group
Illinois
+$27.9M
4
Ameriprise
Ameriprise
Minnesota
+$16.6M
5
LJAC
L.J. Altfest & Co
New York
+$11.3M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$39.7M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$22.9M
3
RCIM
Red Cedar Investment Management
Michigan
-$17.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$16.6M
5
AG
Appleton Group
Wisconsin
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
326
Tatro Capital
Kentucky
$243K +$313 +18 +0.1%
RWM
327
RBA Wealth Management
California
$237K +$17.9K +1,029 +8%
LFG
328
Larson Financial Group
Missouri
$230K -$20.9K -1,203 -8%
JWM
329
Janiczek Wealth Management
Colorado
$230K – – –
Bank of New York Mellon
330
Bank of New York Mellon
New York
$230K +$230K +13,200 New
PTP
331
Platform Technology Partners
New York
$229K +$2.93K +168 +1%
TIA
332
Tiemann Investment Advisors
California
$224K -$22.5K -1,293 -9%
PIMG
333
Patriot Investment Management Group
Tennessee
$224K +$10.4K +600 +5%
LWM
334
Loveless Wealth Management
Montana
$223K -$1.31K -75 -0.6%
JIP
335
JBJ Investment Partners
South Carolina
$221K – – –
CFGS
336
Concourse Financial Group Securities
Alabama
$220K -$1.41K -81 -0.6%
WAM
337
Wealthspire Advisors (Maryland)
Maryland
$220K +$220K +12,618 New
MOS
338
MGO One Seven
Ohio
$213K -$4.8K -276 -2%
RC
339
Roundview Capital
New Jersey
$209K – – –
BF
340
BOK Financial
Oklahoma
$209K +$209K +11,988 New
SNBOSD
341
Security National Bank of So Dak
Iowa
$204K +$204K +11,742 New
MIAS
342
Mason Investment Advisory Services
Virginia
$201K -$13.6K -783 -6%
JWA
343
JFS Wealth Advisors
Pennsylvania
$201K -$59.6K -3,417 -23%
IWP
344
IAG Wealth Partners
Wisconsin
$197K -$9.99K -573 -5%
AA
345
AlphaMark Advisors
Kentucky
$194K +$15.7K +900 +9%
CIAS
346
Capital Investment Advisory Services
North Carolina
$189K +$21.3K +1,224 +13%
NNP
347
Nachman Norwood & Parrott
South Carolina
$170K +$170K +9,762 New
FRA
348
Front Row Advisors
California
$162K – – –
PNC Financial Services Group
349
PNC Financial Services Group
Pennsylvania
$159K +$11K +630 +7%
PC
350
Permanens Capital
New York
$147K -$58.9K -3,390 -29%
12 13
14
15 16