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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 %
IWP
351
IAG Wealth Partners
Wisconsin
$199K -$65.9K -3,933 -25%
PC
352
Permanens Capital
New York
$198K +$27.4K +1,638 +16%
Fifth Third Bancorp
353
Fifth Third Bancorp
Ohio
$194K +$8.13K +486 +4%
JPMorgan Chase & Co
354
JPMorgan Chase & Co
New York
$184K -$3.21K -192 -2%
AA
355
AlphaMark Advisors
Kentucky
$171K +$171K +10,245 New
CIAS
356
Capital Investment Advisory Services
North Carolina
$161K -$824K -49,275 -84%
TWA
357
TCI Wealth Advisors
Arizona
$152K -$153K -9,156 -50%
TFS
358
TrustCore Financial Services
Tennessee
$152K -$70K -4,182 -32%
PNC Financial Services Group
359
PNC Financial Services Group
Pennsylvania
$142K -$1.34M -80,232 -90%
BCA
360
Berman Capital Advisors
Georgia
$139K +$952 +57 +0.7%
FRA
361
Front Row Advisors
California
$139K +$4.5K +270 +3%
AC
362
AlphaCore Capital
California
$128K +$701 +42 +0.6%
BW
363
Bison Wealth
Georgia
$121K -$92.6K -5,520 -43%
EIP
364
Ellis Investment Partners
Pennsylvania
$119K +$894 +54 +0.8%
MWA
365
MFA Wealth Advisors
Pennsylvania
$119K +$119K +7,104 New
SPIA
366
Steward Partners Investment Advisory
New York
$118K -$35.2K -2,103 -23%
PFBT
367
Parkside Financial Bank & Trust
Missouri
$117K -$9.92K -594 -8%
RDWM
368
Red Door Wealth Management
Tennessee
$112K -$3.34K -201 -3%
LWM
369
Lenox Wealth Management
Ohio
$111K +$4.04K +243 +4%
FA
370
Fortis Advisors
Pennsylvania
$109K -$4.93K -294 -4%
KBFS
371
Kohmann Bosshard Financial Services
Ohio
$105K +$105K +6,267 New
SA
372
SRH Advisors
Kansas
$103K +$201 +12 +0.2%
SIC
373
Salem Investment Counselors
North Carolina
$80K – – –
AIM
374
Anchor Investment Management
South Carolina
$77.2K -$4.76K -285 -6%
LWA
375
Lenox Wealth Advisors
New York
$75K – – –
13 14
15
16 17