SCHV icon

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 %
SWA
426
Sutton Wealth Advisors
Florida
$5.69K -$2.87K -165 -34%
CG
427
Cutler Group
California
$5K -$15.2K -900 -75%
Rockefeller Capital Management
428
Rockefeller Capital Management
New York
$4K -$44.9K -2,727 -92%
LFG
429
LifePlan Financial Group
Ohio
$4K – – –
LWM
430
Liberty Wealth Management
California
$4K +$53 +3 +1%
Citigroup
431
Citigroup
New York
$4K +$4K +249 New
BAM
432
Bellevue Asset Management
Washington
$3K – – –
AAP
433
Arax Advisory Partners
Colorado
$3K – – –
LB
434
Legacy Bridge
Iowa
$3K – – –
TFM
435
TFC Financial Management
Massachusetts
$3K +$3K +165 New
BC
436
Barnett & Company
Tennessee
$2K – – –
MAM
437
Meeder Asset Management
Ohio
$2K +$2K +87 New
Koshinski Asset Management
438
Koshinski Asset Management
Illinois
$1.67K -$34 -1,851 -2%
TRCT
439
Tower Research Capital (TRC)
New York
$1K -$4.54M -136,149 -100%
CA
440
Clearstead Advisors
Ohio
$1K – – –
SIM
441
Sonora Investment Management
Arizona
$1K – – –
EWM
442
Elmwood Wealth Management
California
$1K – – –
GWMIA
443
Global Wealth Management Investment Advisory
Florida
$1K – – –
JFA
444
JNBA Financial Advisors
Minnesota
$1K – – –
SW
445
SVB Wealth
Massachusetts
$1K – – –
CCMW
446
Cypress Capital Management (Wyoming)
Wyoming
$1K – – –
NL
447
NVWM LLC
Pennsylvania
$1K – – –
SFC
448
SYM Financial Corp
Indiana
$1K +$1K +60 New
FCA
449
FinTrust Capital Advisors
South Carolina
$229 -$24 -1,380 -9%
I
450
INVST
Indiana
– -$4.97M -298,056 Closed
16 17
18
19 20