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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 %
William Blair & Company
376
William Blair & Company
Illinois
$47K +$17.2K +1,167 +58%
MHR
377
Matthew Hamilton Rosenberg
$45K +$45K +3,000 New
EFSCE
378
Enterprise Financial Services Corp (EFSC)
Missouri
$44K – – –
BAM
379
Bellevue Asset Management
Washington
$42K +$39.5K +2,451 +1,602%
HDIM
380
Hanson & Doremus Investment Management
Vermont
$41K +$6.63K +447 +19%
CG
381
Cutler Group
California
$39K +$39K +2,697 New
TCM
382
Tradewinds Capital Management
Washington
$33K -$58.1K -3,915 -64%
PMFA
383
Plante Moran Financial Advisors
Michigan
$33K -$5.28K -360 -14%
CFB
384
Cullen/Frost Bankers
Texas
$32K +$312 +21 +1%
PAI
385
Pittenger & Anderson Inc
Nebraska
$31K -$4.42K -300 -12%
QCG
386
Quadrant Capital Group
Ohio
$31K +$13.1K +900 +73%
HWA
387
HCR Wealth Advisors
California
$30K – – –
PB
388
Pinnacle Bancorp
Nebraska
$30K +$30K +2,037 New
CTC
389
Central Trust Company
Missouri
$29K +$21.1K +1,446 +269%
MAWCM
390
Mine & Arao Wealth Creation & Management
California
$29K +$29K +1,944 New
QCMC
391
Quantum Capital Management (California)
California
$28K – – –
CCP
392
Clarkston Capital Partners
Michigan
$28K +$134 +9 +0.5%
PO
393
Private Ocean
California
$27K -$300 -21 -1%
OPS
394
Orion Portfolio Solutions
Nebraska
$25K -$10.7K -720 -30%
FCM
395
Firestone Capital Management
Florida
$25K +$12.4K +825 +98%
MF
396
Manchester Financial
California
$21K – – –
SFG
397
Sowa Financial Group
Rhode Island
$21K +$21K +1,410 New
CFO
398
CVA Family Office
Colorado
$20K +$20K +1,332 New
JHCP
399
Jackson Hole Capital Partners
Oklahoma
$19K -$199K -13,806 -91%
EWM
400
Edge Wealth Management
New York
$19K -$20.3K -1,359 -52%
14 15
16
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