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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 %
MSFP
401
Mark Sheptoff Financial Planning
Connecticut
$19K -$11.5K -771 -38%
BWA
402
BDO Wealth Advisors
Florida
$19K +$19K +1,299 New
MDCM
403
Morgan Dempsey Capital Management
Wisconsin
$18K – – –
EI
404
Ellevest Inc
New York
$18K +$18K +1,194 New
PFGIA
405
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$18K +1,239 New
WQ
406
Wealth Quarterback
New Jersey
$17K -$2.5M -169,338 -99%
CIAS
407
CBIZ Investment Advisory Services
Ohio
$17K -$23K – –
LDFR
408
Lehman & Derafelo Financial Resources
Pennsylvania
$17K – – –
AIC
409
Ameritas Investment Company
Nebraska
$17K +$17K +1,221 New
HF
410
Halpern Financial
Virginia
$16.6K -$119K -8,082 -88%
IF
411
Ironwood Financial
Arizona
$16K -$22.5K -1,530 -58%
ACA
412
Aptus Capital Advisors
Alabama
$15K -$1.03K -72 -6%
PK
413
Pflug Koory
Nebraska
$15K +$15K +1,050 New
CIA
414
Cascade Investment Advisors
Oregon
$14.4K -$2.44K -165 -14%
FA
415
Faithward Advisors
Pennsylvania
$13K – – –
RCA
416
Rowland Carmichael Advisors
Arizona
$13K – – –
LFG
417
LifePlan Financial Group
Ohio
$13K +$136 +9 +1%
NC
418
NewSquare Capital
Pennsylvania
$13K +$12.6K +870 +3,222%
KPW
419
Kore Private Wealth
New York
$12K -$24.5K -1,710 -67%
AA
420
Ancora Advisors
Ohio
$11K – – –
BFC
421
Bedel Financial Consulting
Indiana
$11K +$86 +6 +0.8%
PA
422
Procyon Advisors
Connecticut
$11K +$644 +42 +6%
FEG
423
Financial Enhancement Group
Indiana
$11K +$11K +723 New
MWC
424
MBM Wealth Consultants
Missouri
$10K – – –
CMBA
425
C.M. Bidwell & Associates
Hawaii
$8K +$87 +6 +1%
15 16
17
18 19