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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 %
HI
376
Hudock Inc
Pennsylvania
$67K +$498 +30 +0.7%
ICM
377
Islay Capital Management
Texas
$66K +$66K +3,960 New
AIA
378
Arcadia Investment Advisors
Idaho
$65.8K – – –
IRC
379
Investors Research Corp
Georgia
$65K – – –
LWANC
380
Laurel Wealth Advisors (North Carolina)
North Carolina
$61K -$3.26K -195 -5%
EK
381
Evensky & Katz
Florida
$61K +$398 +24 +0.7%
PB
382
Pinnacle Bancorp
Nebraska
$55K +$20.8K +1,236 +61%
FHA
383
First Horizon Advisors
Tennessee
$53K -$1.04K -63 -2%
Rockefeller Capital Management
384
Rockefeller Capital Management
New York
$50K -$21.3K -1,263 -30%
EFSCE
385
Enterprise Financial Services Corp (EFSC)
Missouri
$50K – – –
MHR
386
Matthew Hamilton Rosenberg
$50K – – –
S
387
SignatureFD
Georgia
$45K -$37.5K -2,265 -45%
VCM
388
Versant Capital Management
Arizona
$43K +$40.6K +2,466 +1,678%
DI
389
Disciplined Investments
Oklahoma
$42K -$16.7K -1,008 -28%
PMFA
390
Plante Moran Financial Advisors
Michigan
$38K – – –
TCM
391
Tradewinds Capital Management
Washington
$37K – – –
CFB
392
Cullen/Frost Bankers
Texas
$36K +$298 +18 +0.8%
CTC
393
Central Trust Company
Missouri
$33K – – –
MAWCM
394
Mine & Arao Wealth Creation & Management
California
$32K – – –
CCP
395
Clarkston Capital Partners
Michigan
$32K +$601 +36 +2%
HWA
396
HCR Wealth Advisors
California
$31K -$1.98K -120 -6%
QCMC
397
Quantum Capital Management (California)
California
$31K – – –
PAI
398
Pittenger & Anderson Inc
Nebraska
$29K -$6.28K -375 -18%
FCM
399
Firestone Capital Management
Florida
$28K – – –
MWP
400
Meridian Wealth Partners
Pennsylvania
$26K +$26K +1,560 New
14 15
16
17 18