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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 %
SWA
426
Sutton Wealth Advisors
Florida
$7.17K – – –
CWA
427
Carolina Wealth Advisors
South Carolina
$7K -$8.57K -540 -55%
CAAS
428
Capital Asset Advisory Services
Michigan
$7K -$1.73K -108 -20%
BAM
429
Barrett Asset Management
New York
$7K – – –
CMA
430
Cedar Mountain Advisors
Oregon
$7K – – –
TAM
431
Townsend Asset Management
North Carolina
$7K +$85 +6 +1%
VNA
432
Valley National Advisers
Pennsylvania
$6K – – –
SC
433
Stratford Consulting
Texas
$6K +$3.07K +198 +105%
ME
434
McIlrath & Eck
Washington
$5K – – –
AIA
435
Armor Investment Advisors
North Carolina
$5K – – –
AF
436
Allworth Financial
California
$5K – – –
PIP
437
Peachtree Investment Partners
Florida
$4K – – –
WAP
438
Wealthcare Advisory Partners
Pennsylvania
$4K +$2.36K +177 +144%
OSAM
439
O'Shaughnessy Asset Management
Connecticut
$4K +$4K +297 New
LWM
440
Liberty Wealth Management
California
$3K -$1.01K -75 -25%
HIA
441
Harbor Investment Advisory
Maryland
$3K – – –
AAP
442
Arax Advisory Partners
Colorado
$3K – – –
VCM
443
Versant Capital Management
Arizona
$2K -$43.6K -3,204 -96%
LB
444
Legacy Bridge
Iowa
$2K – – –
BC
445
Barnett & Company
Tennessee
$2K – – –
TL
446
TrueWealth LLC
Georgia
$1K -$62.4K -3,180 -98%
CCMW
447
Cypress Capital Management (Wyoming)
Wyoming
$1K – – –
SW
448
SVB Wealth
Massachusetts
$1K – – –
SIM
449
Sonora Investment Management
Arizona
$1K – – –
JFA
450
JNBA Financial Advisors
Minnesota
$1K – – –
16 17
18
19 20