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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 %
QCG
426
Quadrant Capital Group
Ohio
$72K +$29.9K +1,500 +71%
AWM
427
Atticus Wealth Management
Florida
$71K +$71K +3,558 New
AIA
428
Arcadia Investment Advisors
Idaho
$66.1K – – –
FHA
429
First Horizon Advisors
Tennessee
$63K – – –
HR
430
Howe & Rusling
New York
$61K +$355 +18 +0.6%
William Blair & Company
431
William Blair & Company
Illinois
$60K -$300 -15 -0.5%
MHR
432
Matthew Hamilton Rosenberg
$60K – – –
BCA
433
Berman Capital Advisors
Georgia
$58K -$109K -5,481 -65%
VCM
434
Versant Capital Management
Arizona
$48K -$59 -3 -0.1%
S
435
SignatureFD
Georgia
$48K +$60 +3 +0.1%
LWANC
436
Laurel Wealth Advisors (North Carolina)
North Carolina
$47K +$4.46K +225 +10%
PMFA
437
Plante Moran Financial Advisors
Michigan
$45K – – –
TIAM2
438
Tru Independence Asset Management 2
Oregon
$45K +$45K +2,259 New
TCM
439
Tradewinds Capital Management
Washington
$44K – – –
CFB
440
Cullen/Frost Bankers
Texas
$44K +$238 +12 +0.5%
HWA
441
HCR Wealth Advisors
California
$40K +$8.78K +447 +28%
AC
442
AlphaCore Capital
California
$39K -$50.9K -2,583 -57%
MAWCM
443
Mine & Arao Wealth Creation & Management
California
$39K – – –
CCP
444
Clarkston Capital Partners
Michigan
$38K – – –
JPMorgan Chase & Co
445
JPMorgan Chase & Co
New York
$35K +$23.8K +1,200 +212%
PAI
446
Pittenger & Anderson Inc
Nebraska
$34K – – –
RDFA
447
Ritter Daniher Financial Advisory
Ohio
$33K +$33K +1,647 New
MWP
448
Meridian Wealth Partners
Pennsylvania
$31K – – –
Simplex Trading
449
Simplex Trading
Illinois
$31K +$31K +1,578 New
BCM
450
Blume Capital Management
California
$30K – – –
16 17
18
19 20