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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 %
Deutsche Bank
351
Deutsche Bank
Germany
$113K +$113K +7,647 New
PFBT
352
Parkside Financial Bank & Trust
Missouri
$112K +$17.7K +1,200 +19%
RDWM
353
Red Door Wealth Management
Tennessee
$102K +$102K +6,936 New
FA
354
Fortis Advisors
Pennsylvania
$100K +$884 +60 +0.9%
EIP
355
Ellis Investment Partners
Pennsylvania
$100K +$925 +66 +0.9%
AA
356
Advisory Alpha
Michigan
$99.7K -$6.81M -451,911 -99%
LWM
357
Lenox Wealth Management
Ohio
$95K -$1.55K -105 -2%
SA
358
SRH Advisors
Kansas
$91K +$311 +21 +0.3%
CFGS
359
Concourse Financial Group Securities
Alabama
$80K -$29K -1,974 -27%
S
360
SignatureFD
Georgia
$74K – – –
SFS
361
Sowell Financial Services
Arkansas
$73K -$368K -24,930 -83%
AIM
362
Anchor Investment Management
South Carolina
$72.4K -$1.9K -129 -3%
SIC
363
Salem Investment Counselors
North Carolina
$71K -$44.2K -3,000 -38%
LWA
364
Lenox Wealth Advisors
New York
$66K -$925 -63 -1%
Rockefeller Capital Management
365
Rockefeller Capital Management
New York
$62K +$55.5K +3,789 +853%
Citigroup
366
Citigroup
New York
$60K +$25K +1,692 +71%
HI
367
Hudock Inc
Pennsylvania
$59K +$530 +36 +0.9%
EWM
368
EPG Wealth Management
Georgia
$59K +$54.2K +3,663 +1,131%
AIA
369
Arcadia Investment Advisors
Idaho
$58.1K – – –
IRC
370
Investors Research Corp
Georgia
$58K – – –
LWANC
371
Laurel Wealth Advisors (North Carolina)
North Carolina
$57K +$6.01K +405 +12%
EK
372
Evensky & Katz
Florida
$54K -$18.7K -1,263 -26%
DI
373
Disciplined Investments
Oklahoma
$52K +$15K +1,023 +41%
BCM
374
Blume Capital Management
California
$48K – – –
FHA
375
First Horizon Advisors
Tennessee
$47K -$18.2K -1,263 -28%
13 14
15
16 17