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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 %
JFA
451
JNBA Financial Advisors
Minnesota
$1K – – –
SW
452
SVB Wealth
Massachusetts
$1K – – –
NL
453
NVWM LLC
Pennsylvania
$1K +$1K +39 New
EWM
454
Elmwood Wealth Management
California
$1K +$1K +66 New
SS
455
Sunbelt Securities
Texas
– -$162M -8,890,845 Closed
TPW
456
Tiller Private Wealth
Pennsylvania
– -$10.3M -698,088 Closed
PP
457
PagnatoKarp Partners
Virginia
– -$9.73M -659,301 Closed
A
458
AdvicePeriod
California
– -$5.45M -369,417 Closed
PRS
459
Pinkerton Retirement Specialists
Idaho
– -$4.07M -275,892 Closed
PEA
460
Pacific Edge Advisors
California
– -$3.96M -268,200 Closed
LFAS
461
Level Four Advisory Services
Texas
– -$3.02M -204,525 Closed
WP
462
WealthSource Partners
California
– -$2.72M -183,999 Closed
KWM
463
Kingsview Wealth Management
Oregon
– -$2.63M -178,113 Closed
GPFA
464
Game Plan Financial Advisors
Ohio
– -$2.35M -159,519 Closed
Baird Financial Group
465
Baird Financial Group
Wisconsin
– -$1.68M -114,000 Closed
V
466
Veritable
Delaware
– -$1.57M -106,650 Closed
Goldman Sachs
467
Goldman Sachs
New York
– -$1.51M -102,102 Closed
GBBWRPM
468
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$1.44M -97,401 Closed
TIM
469
Total Investment Management
Arizona
– -$1M -67,848 Closed
TSS
470
Two Sigma Securities
New York
– -$973K -65,946 Closed
BC
471
Brio Consultants
California
– -$738K -50,013 Closed
MFG
472
MidWestOne Financial Group
Iowa
– -$676K -45,777 Closed
BAC
473
Boys Arnold & Co
North Carolina
– -$644K -43,620 Closed
CWP
474
Capital Wealth Planning
Florida
– -$497K -33,687 Closed
IAIM
475
International Assets Investment Management
Florida
– -$583K -30,558 Closed
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