SCHV icon

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 %
TWM
376
TriaGen Wealth Management
California
$235K +$235K +11,823 New
FCM
377
Firestone Capital Management
Florida
$234K +$201K +10,143 +609%
SNBOSD
378
Security National Bank of So Dak
Iowa
$233K – – –
MIAS
379
Mason Investment Advisory Services
Virginia
$229K – – –
IWP
380
IAG Wealth Partners
Wisconsin
$225K – – –
BFG
381
Berger Financial Group
Minnesota
$223K +$223K +11,217 New
KIA
382
KCM Investment Advisors
California
$222K +$222K +11,166 New
YIA
383
YHB Investment Advisors
Connecticut
$220K +$220K +11,097 New
AAS
384
Annex Advisory Services
Wisconsin
$217K +$217K +10,920 New
LC
385
Landaas & Company
Wisconsin
$215K +$215K +10,860 New
MWM
386
Meridian Wealth Management
Kentucky
$213K +$213K +10,737 New
SW
387
SteelPeak Wealth
California
$213K +$213K +10,737 New
M&T Bank
388
M&T Bank
New York
$211K +$211K +10,626 New
AA
389
AlphaMark Advisors
Kentucky
$209K -$11.9K -600 -5%
CA
390
Calton & Associates
Florida
$209K +$209K +10,515 New
NA
391
NewEdge Advisors
Louisiana
$209K +$209K +10,524 New
FFWM
392
Future Financial Wealth Management
Ohio
$208K +$208K +10,500 New
AWA
393
Acorn Wealth Advisors
Michigan
$207K +$207K +10,422 New
JAG
394
Journey Advisory Group
Kentucky
$202K +$202K +10,176 New
CFS
395
CRA Financial Services
New Jersey
$202K +$202K +10,203 New
Lido Advisors
396
Lido Advisors
California
$200K +$200K +10,122 New
EP
397
Eudaimonia Partners
Tennessee
$195K +$195K +9,843 New
GA
398
GoalVest Advisory
New York
$189K +$189K +9,507 New
CIAS
399
Capital Investment Advisory Services
North Carolina
$183K -$31.8K -1,608 -15%
Deutsche Bank
400
Deutsche Bank
Germany
$180K -$619K -31,245 -77%
14 15
16
17 18