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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 %
ECM
401
Elgethun Capital Management
South Dakota
$178K +$178K +8,994 New
FRA
402
Front Row Advisors
California
$166K – – –
PNC Financial Services Group
403
PNC Financial Services Group
Pennsylvania
$165K -$16.1K -813 -9%
APA
404
American Portfolios Advisors
New York
$158K -$170K -8,580 -52%
TWA
405
TCI Wealth Advisors
Arizona
$157K – – –
AIM
406
Anchor Investment Management
South Carolina
$142K +$12.8K +645 +10%
BW
407
Bison Wealth
Georgia
$141K -$2.32K -117 -2%
PFBT
408
Parkside Financial Bank & Trust
Missouri
$137K -$4.04K -204 -3%
TFS
409
TrustCore Financial Services
Tennessee
$134K +$9.85K +495 +8%
PS
410
Planned Solutions
California
$117K -$1.43K -72 -1%
CG
411
Cutler Group
California
$113K +$107K +5,400 +1,818%
AIC
412
Ayalon Insurance Company
Israel
$109K +$109K +5,490 New
PC
413
Permanens Capital
New York
$108K -$59.3K -3,000 -35%
PB
414
Pinnacle Bancorp
Nebraska
$108K +$23.4K +1,176 +28%
LFG
415
Larson Financial Group
Missouri
$97K -$164K -8,304 -63%
SIC
416
Salem Investment Counselors
North Carolina
$96K – – –
MAM
417
McCarthy Asset Management
California
$94K +$94K +4,719 New
IA
418
Inspire Advisors
Idaho
$93K +$93K +4,704 New
LWA
419
Lenox Wealth Advisors
New York
$89K – – –
SA
420
SRH Advisors
Kansas
$82K – – –
HI
421
Hudock Inc
Pennsylvania
$81K +$532 +27 +0.7%
ICM
422
Islay Capital Management
Texas
$79K – – –
IRC
423
Investors Research Corp
Georgia
$78K – – –
CWM
424
Curi Wealth Management
North Carolina
$75K +$75K +3,783 New
EK
425
Evensky & Katz
Florida
$74K +$474 +24 +0.6%
15 16
17
18 19