SCHV icon

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 %
BCA
351
Berman Capital Advisors
Georgia
$146K +$1.46K +84 +1%
TWA
352
TCI Wealth Advisors
Arizona
$138K -$20.9K -1,200 -13%
BW
353
Bison Wealth
Georgia
$126K – – –
Fifth Third Bancorp
354
Fifth Third Bancorp
Ohio
$125K -$77.2K -4,428 -38%
PFBT
355
Parkside Financial Bank & Trust
Missouri
$124K +$1.99K +114 +2%
SPIA
356
Steward Partners Investment Advisory
New York
$123K – – –
AIM
357
Anchor Investment Management
South Carolina
$113K +$32.7K +1,878 +41%
TFS
358
TrustCore Financial Services
Tennessee
$109K -$49.6K -2,838 -31%
PS
359
Planned Solutions
California
$104K +$104K +5,952 New
SIC
360
Salem Investment Counselors
North Carolina
$84K – – –
AC
361
AlphaCore Capital
California
$79K -$53.8K -3,108 -41%
LWA
362
Lenox Wealth Advisors
New York
$78K – – –
PB
363
Pinnacle Bancorp
Nebraska
$74K +$17.1K +981 +30%
SA
364
SRH Advisors
Kansas
$72K -$35.2K -2,022 -33%
HI
365
Hudock Inc
Pennsylvania
$71K +$886 +51 +1%
ICM
366
Islay Capital Management
Texas
$69K – – –
IRC
367
Investors Research Corp
Georgia
$68K – – –
EK
368
Evensky & Katz
Florida
$65K +$734 +42 +1%
EIP
369
Ellis Investment Partners
Pennsylvania
$60K -$63.9K -3,708 -52%
AIA
370
Arcadia Investment Advisors
Idaho
$58K -$10.5K -606 -15%
FHA
371
First Horizon Advisors
Tennessee
$56K – – –
HR
372
Howe & Rusling
New York
$54K +$54K +3,078 New
EFSCE
373
Enterprise Financial Services Corp (EFSC)
Missouri
$52K – – –
MHR
374
Matthew Hamilton Rosenberg
$52K – – –
William Blair & Company
375
William Blair & Company
Illinois
$52K +$42.7K +2,475 +458%
13 14
15
16 17