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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 %
CFO
451
CVA Family Office
Colorado
$30K +$60 +3 +0.2%
SFG
452
Sowa Financial Group
Rhode Island
$28K – – –
RF
453
Robbins Farley
New Hampshire
$27K +$27K +1,362 New
BWA
454
BDO Wealth Advisors
Florida
$26K – – –
JHCP
455
Jackson Hole Capital Partners
Oklahoma
$26K – – –
MSFP
456
Mark Sheptoff Financial Planning
Connecticut
$25K – – –
CTFG
457
Capstone Triton Financial Group
Oklahoma
$24K +$24K +1,185 New
MF
458
Manchester Financial
California
$23K -$2.85K -144 -11%
SFC
459
SYM Financial Corp
Indiana
$23K +$21.8K +1,086 +1,810%
CCM
460
Cribstone Capital Management
Maine
$23K +$23K +1,140 New
HF
461
Halpern Financial
Virginia
$22.3K – – –
IF
462
Ironwood Financial
Arizona
$22K – – –
HI
463
Human Investing
Oregon
$22K +$22K +1,095 New
GLLW
464
Graves Light Lenhart Wealth
Virginia
$22K +$22K +1,116 New
FPB
465
First PREMIER Bank
South Dakota
$21K – – –
PK
466
Pflug Koory
Nebraska
$21K – – –
ACA
467
Aptus Capital Advisors
Alabama
$20K – – –
CIA
468
Cascade Investment Advisors
Oregon
$19.3K – – –
RCA
469
Rowland Carmichael Advisors
Arizona
$17K – – –
BFC
470
Bedel Financial Consulting
Indiana
$16K +$121 +6 +0.8%
AA
471
Ancora Advisors
Ohio
$15K – – –
SFP
472
Sterling Financial Planning
New Jersey
$15K +$15K +765 New
EIP
473
Ellis Investment Partners
Pennsylvania
$13K -$58.2K -2,847 -82%
LDFR
474
Lehman & Derafelo Financial Resources
Pennsylvania
$13K – – –
RBC
475
Roble Belko & Company
Pennsylvania
$13K – – –
17 18
19
20 21