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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 %
DW
326
Domani Wealth
Pennsylvania
$371K +$417 +21 +0.1%
LF
327
LifeSteps Financial
California
$362K -$5.23K -264 -1%
TIM
328
Thompson Investment Management
Wisconsin
$361K +$53.5K +2,691 +17%
BO
329
BRR OpCo
Ohio
$360K +$53.3K +2,685 +17%
PWMG
330
Prestige Wealth Management Group
New Jersey
$359K -$417 -21 -0.1%
NFG
331
Nations Financial Group
Iowa
$357K – – –
CAM
332
Concorde Asset Management
Michigan
$354K -$1.01M -50,682 -74%
PWA
333
Physician Wealth Advisors
Utah
$347K -$9.55K -459 -3%
FWM
334
Filbrandt Wealth Management
Wisconsin
$347K – – –
APG
335
Abacus Planning Group
South Carolina
$344K +$24.3K +1,224 +8%
BIM
336
Bridges Investment Management
Nebraska
$338K – – –
SFWC
337
Strategic Family Wealth Counselors
New Jersey
$337K – – –
VCP
338
Vista Capital Partners
Oregon
$335K -$60.9K -3,069 -15%
CIC
339
Carnegie Investment Counsel
Ohio
$334K +$8.2K +414 +3%
AW
340
ACG Wealth
Georgia
$326K -$29.3K -1,479 -8%
KA
341
Klingman & Associates
New York
$324K – – –
TAIM
342
TD Ameritrade Investment Management
Nebraska
$321K – – –
MS
343
Madden Securities
Texas
$317K -$729K -36,669 -70%
CAG
344
Csenge Advisory Group
Florida
$317K -$75.2K -3,792 -19%
TIA
345
Tiemann Investment Advisors
California
$317K +$62K +3,129 +24%
OC
346
Oarsman Capital
Wisconsin
$315K +$3.81K +192 +1%
RWM
347
Ritholtz Wealth Management
New York
$311K +$311K +15,687 New
GG
348
Gofen & Glossberg
Illinois
$303K +$10.5K +531 +4%
CDIA
349
Capital Directions Investment Advisors
Georgia
$296K – – –
DFA
350
DHJJ Financial Advisors
Illinois
$293K +$293K +14,763 New
12 13
14
15 16