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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 %
William Blair & Company
426
William Blair & Company
Illinois
$9K -$44.3K -2,655 -83%
CMBA
427
C.M. Bidwell & Associates
Hawaii
$9K +$49 +3 +0.5%
SWA
428
Sutton Wealth Advisors
Florida
$8.22K +$100 +6 +1%
BAM
429
Barrett Asset Management
New York
$8K – – –
TAM
430
Townsend Asset Management
North Carolina
$8K +$48 +3 +0.6%
VNA
431
Valley National Advisers
Pennsylvania
$7K – – –
CWA
432
Carolina Wealth Advisors
South Carolina
$7K – – –
CMA
433
Cedar Mountain Advisors
Oregon
$6K -$1.5K -90 -20%
AF
434
Allworth Financial
California
$6K – – –
AIA
435
Armor Investment Advisors
North Carolina
$6K – – –
SQA
436
Simon Quick Advisors
New Jersey
$5K +$5K +315 New
LFG
437
LifePlan Financial Group
Ohio
$4K -$11.1K -633 -74%
HIA
438
Harbor Investment Advisory
Maryland
$4K – – –
LWM
439
Liberty Wealth Management
California
$4K +$53 +3 +1%
BFIM
440
Beese Fulmer Investment Management
Ohio
$4K +$4K +243 New
BAM
441
Bellevue Asset Management
Washington
$3K -$48.1K -2,451 -94%
LB
442
Legacy Bridge
Iowa
$3K – – –
AAP
443
Arax Advisory Partners
Colorado
$3K – – –
BC
444
Barnett & Company
Tennessee
$2K – – –
CL
445
Cabana LLC
Arkansas
$2K +$2K +120 New
CCMW
446
Cypress Capital Management (Wyoming)
Wyoming
$1K – – –
TL
447
TrueWealth LLC
Georgia
$1K – – –
GWMIA
448
Global Wealth Management Investment Advisory
Florida
$1K – – –
CA
449
Clearstead Advisors
Ohio
$1K – – –
SIM
450
Sonora Investment Management
Arizona
$1K – – –
16 17
18
19 20