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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 %
EH
351
Equitable Holdings
New York
$292K +$292K +14,697 New
KWM
352
Keebeck Wealth Management
Illinois
$286K +$286K +14,430 New
JWM
353
JFG Wealth Management
Colorado
$284K +$284K +14,361 New
CAM
354
Carret Asset Management
New York
$279K -$5.94K -300 -2%
APSP
355
Asset Planning Services (Pennsylvania)
Pennsylvania
$278K – – –
VCWA
356
Vanguard Capital Wealth Advisors
Colorado
$278K +$278K +14,136 New
SIM
357
Sonora Investment Management
Arizona
$268K +$267K +13,470 +22,450%
RWM
358
RBA Wealth Management
California
$265K -$5K -252 -2%
PWM
359
PRW Wealth Management
Massachusetts
$263K +$263K +13,248 New
EA
360
Elm Advisors
California
$262K -$155K -7,830 -37%
Bank of New York Mellon
361
Bank of New York Mellon
New York
$262K – – –
JWM
362
Janiczek Wealth Management
Colorado
$262K – – –
PTP
363
Platform Technology Partners
New York
$261K – – –
AIP
364
Almanack Investment Partners
Pennsylvania
$259K +$1.13K +57 +0.4%
OIA
365
Optimum Investment Advisors
Illinois
$255K +$255K +12,873 New
LWM
366
Loveless Wealth Management
Montana
$254K -$596 -30 -0.2%
PCA
367
Personal Capital Advisors
California
$254K +$254K +12,789 New
FCA
368
FinTrust Capital Advisors
South Carolina
$253K -$9K -453 -3%
GG
369
Greenwood Gearhart
Arkansas
$253K +$253K +12,756 New
WANY
370
Wealthspire Advisors (New York)
New York
$252K +$252K +12,675 New
BFPW
371
BOK Financial Private Wealth
Colorado
$250K -$39.6K -1,995 -14%
JWA
372
JFS Wealth Advisors
Pennsylvania
$246K +$17.6K +888 +8%
IB
373
Intrust Bank
Kansas
$244K -$48.6K -2,454 -17%
AIA
374
AIMZ Investment Advisors
California
$240K +$240K +12,096 New
DIS
375
Diversified Investment Strategies
Louisiana
$237K +$237K +11,667 New
13 14
15
16 17