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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

451 hedge funds and large institutions have $4.49B invested in Schwab US Large-Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 163 increasing their positions, 167 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
-4
Holders Change %
-0.88%
% of All Funds
9.12%
Holding in Top 10
42
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.85%
New
41
Increased
163
Reduced
167
Closed
37
Calls
$673K
Puts
$214K
Net Calls
+$459K
Net Calls Change
+$138K

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$78.9M
2
APP
Avantax Planning Partners
Iowa
+$56.7M
3
MG
Mather Group
Illinois
+$27.9M
4
Ameriprise
Ameriprise
Minnesota
+$16.6M
5
LJAC
L.J. Altfest & Co
New York
+$11.3M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$39.7M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$22.9M
3
RCIM
Red Cedar Investment Management
Michigan
-$17.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$16.6M
5
AG
Appleton Group
Wisconsin
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFP
401
Mark Sheptoff Financial Planning
Connecticut
$22K – – –
HF
402
Halpern Financial
Virginia
$19.6K – – –
IF
403
Ironwood Financial
Arizona
$19K – – –
PK
404
Pflug Koory
Nebraska
$18K – – –
ACA
405
Aptus Capital Advisors
Alabama
$18K – – –
FPB
406
First PREMIER Bank
South Dakota
$18K +$18K +1,035 New
CIAS
407
CBIZ Investment Advisory Services
Ohio
$17K -$16K – –
CIA
408
Cascade Investment Advisors
Oregon
$17K – – –
RCA
409
Rowland Carmichael Advisors
Arizona
$15K – – –
AA
410
Advisory Alpha
Michigan
$15K +$15K +819 New
BFC
411
Bedel Financial Consulting
Indiana
$14K +$160 +9 +1%
AA
412
Ancora Advisors
Ohio
$13K – – –
LDFR
413
Lehman & Derafelo Financial Resources
Pennsylvania
$11K -$8.47K -492 -44%
MWC
414
MBM Wealth Consultants
Missouri
$11K – – –
RBC
415
Roble Belko & Company
Pennsylvania
$11K +$11K +630 New
JPMorgan Chase & Co
416
JPMorgan Chase & Co
New York
$10K -$184K -10,431 -95%
KCM
417
Kathmere Capital Management
Pennsylvania
$9K +$9K +525 New
CWA
418
Carolina Wealth Advisors
South Carolina
$8K – – –
BAM
419
Barrett Asset Management
New York
$8K – – –
VNA
420
Valley National Advisers
Pennsylvania
$7K – – –
ME
421
McIlrath & Eck
Washington
$6K -$7.88K -441 -57%
CMA
422
Cedar Mountain Advisors
Oregon
$6K – – –
AF
423
Allworth Financial
California
$6K – – –
AIA
424
Armor Investment Advisors
North Carolina
$6K – – –
HIA
425
Harbor Investment Advisory
Maryland
$6K +$2.19K +129 +57%
15 16
17
18 19