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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 %
PP
451
Paloma Partners
Connecticut
– -$3.88M -231,999 Closed
OMC
452
Old Mission Capital
Illinois
– -$3.64M -217,896 Closed
ECM
453
ExodusPoint Capital Management
New York
– -$3.58M -214,500 Closed
BCI
454
Brinker Capital Investments
Pennsylvania
– -$2.35M -140,787 Closed
Citadel Advisors
455
Citadel Advisors
Florida
– -$2.25M -134,793 Closed
PPA
456
Parametric Portfolio Associates
Washington
– -$1.98M -118,809 Closed
BSAM
457
Blue Sky Asset Management
Colorado
– -$1.51M -90,315 Closed
AGA
458
Arkos Global Advisors
Texas
– -$1.32M -79,023 Closed
Renaissance Technologies
459
Renaissance Technologies
New York
– -$697K -41,700 Closed
JWCA
460
J.W. Cole Advisors
Florida
– -$604K -36,147 Closed
SAG
461
Spotlight Asset Group
Illinois
– -$596K -35,709 Closed
GC
462
Gratus Capital
Georgia
– -$524K -31,380 Closed
FVWA
463
Foster Victor Wealth Advisors
South Carolina
– -$520K -31,128 Closed
RIA
464
Regal Investment Advisors
Michigan
– -$514K -30,774 Closed
BRWM
465
B. Riley Wealth Management
Tennessee
– -$468K -28,023 Closed
FFA
466
First Foundation Advisors
California
– -$284K -17,013 Closed
DACG
467
Donor Advised Charitable Giving
California
– -$263K -15,750 Closed
SCM
468
Shelton Capital Management
Colorado
– -$251K -15,000 Closed
Fisher Asset Management
469
Fisher Asset Management
Washington
– -$245K -14,640 Closed
IAP
470
Indie Asset Partners
Indiana
– -$260K -14,562 Closed
EH
471
Equitable Holdings
New York
– -$219K -13,113 Closed
CA
472
Continuum Advisory
Idaho
– -$215K -12,867 Closed
GG
473
Greenwood Gearhart
Arkansas
– -$205K -12,261 Closed
FPCG
474
Fort Pitt Capital Group
Pennsylvania
– -$200K -12,003 Closed
MWA
475
MFA Wealth Advisors
Pennsylvania
– -$119K -7,104 Closed
16 17 18
19
20