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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 %
GWMIA
451
Global Wealth Management Investment Advisory
Florida
$1K – – –
CA
452
Clearstead Advisors
Ohio
$1K +$1K +66 New
CFFP
453
Center for Financial Planning
Michigan
$1K +$1K +84 New
NL
454
NWAM LLC
Washington
$776 +$207 +14,040 +36%
PFG
455
Piershale Financial Group
Illinois
– -$17.3M -864,135 Closed
ECML
456
Eagle Capital Management (Louisiana)
Louisiana
– -$8.91M -444,690 Closed
RA
457
Riversedge Advisors
Delaware
– -$4.98M -248,526 Closed
BWA
458
BlueSky Wealth Advisors
North Carolina
– -$4.76M -236,874 Closed
JFGLC
459
Johnson Financial Group LLC (Colorado)
Colorado
– -$3.35M -167,301 Closed
BCP
460
Blackhawk Capital Partners
Wisconsin
– -$2.78M -146,769 Closed
HA
461
HC Advisors
Georgia
– -$2.88M -143,913 Closed
Bank of New York Mellon
462
Bank of New York Mellon
New York
– -$2.54M -126,741 Closed
IAA
463
Independent Advisor Alliance
North Carolina
– -$2.28M -113,907 Closed
BAAM
464
Baker Avenue Asset Management
California
– -$2.06M -102,600 Closed
WI
465
Wintrust Investments
Illinois
– -$1.84M -91,785 Closed
EGWAG
466
Elwood & Goetz Wealth Advisory Group
Georgia
– -$1.73M -86,508 Closed
GSWM
467
Golden State Wealth Management
California
– -$1.39M -69,483 Closed
AOWM
468
Alpha Omega Wealth Management
Virginia
– -$1.21M -60,294 Closed
Renaissance Technologies
469
Renaissance Technologies
New York
– -$1.15M -57,300 Closed
MWA
470
MFA Wealth Advisors
Pennsylvania
– -$1.08M -53,874 Closed
BAM
471
Belpointe Asset Management
Nevada
– -$762K -38,019 Closed
IIC
472
Integrated Investment Consultants
Michigan
– -$688K -34,341 Closed
NWS
473
Newport Wealth Strategies
California
– -$684K -34,311 Closed
MWM
474
MinichMacGregor Wealth Management
New York
– -$636K -31,764 Closed
RIA
475
Regal Investment Advisors
Michigan
– -$571K -28,503 Closed
17 18
19
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