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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 %
BCM
401
Blume Capital Management
California
$25K -$30K -1,800 -55%
FA
402
Faithward Advisors
Pennsylvania
$25K +$9.91K +591 +66%
SFG
403
Sowa Financial Group
Rhode Island
$24K – – –
MF
404
Manchester Financial
California
$24K +$253 +15 +1%
CFO
405
CVA Family Office
Colorado
$24K +$1.28K +75 +6%
BWA
406
BDO Wealth Advisors
Florida
$22K – – –
JHCP
407
Jackson Hole Capital Partners
Oklahoma
$22K – – –
EWM
408
Edge Wealth Management
New York
$21K – – –
MSFP
409
Mark Sheptoff Financial Planning
Connecticut
$21K – – –
MDCM
410
Morgan Dempsey Capital Management
Wisconsin
$20K – – –
CG
411
Cutler Group
California
$19K -$23.8K -1,500 -56%
LDFR
412
Lehman & Derafelo Financial Resources
Pennsylvania
$19K – – –
HF
413
Halpern Financial
Virginia
$18.8K – – –
IF
414
Ironwood Financial
Arizona
$18K – – –
PK
415
Pflug Koory
Nebraska
$18K – – –
ACA
416
Aptus Capital Advisors
Alabama
$17K – – –
CIA
417
Cascade Investment Advisors
Oregon
$16.3K – – –
CIAS
418
CBIZ Investment Advisory Services
Ohio
$16K -$17K – –
PA
419
Procyon Advisors
Connecticut
$15K +$2.81K +165 +23%
RCA
420
Rowland Carmichael Advisors
Arizona
$14K – – –
KPW
421
Kore Private Wealth
New York
$13K – – –
BFC
422
Bedel Financial Consulting
Indiana
$13K +$100 +6 +0.8%
ME
423
McIlrath & Eck
Washington
$13K +$7.38K +441 +131%
AA
424
Ancora Advisors
Ohio
$12K – – –
MWC
425
MBM Wealth Consultants
Missouri
$11K -$1.31K -75 -11%
15 16
17
18 19