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SCHV

Schwab US Large-Cap Value ETF
SCHV

513 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

304% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 23

55% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 132

26% more funds holding in top 10

Funds holding in top 10: 42 → 53 (+11)

24% more capital invested

Capital invested by funds: $4.49B → $5.55B (+$1.06B)

13% more funds holding

Funds holding: 452 → 513 (+61)

5.43% more ownership

Funds ownership: 200.47% → 205.91% (+5.4%)

Holders
513
Holders Change
+61
Holders Change %
+13.5%
% 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

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$59.3M
2
MG
Mather Group
Illinois
+$36.7M
3
Mariner
Mariner
Kansas
+$31.9M
4
PFO
Pathstone Family Office
New Jersey
+$24.4M
5
KAS
Kestra Advisory Services
Texas
+$21.9M

Top Sellers

Rank Fund Capital Flow
1
APP
Avantax Planning Partners
Iowa
-$26.2M
2
HI
Horizon Investments
North Carolina
-$14M
3
LJAC
L.J. Altfest & Co
New York
-$12.2M
4
LB
Leo Brokerage
Texas
-$8.28M
5
Ameriprise
Ameriprise
Minnesota
-$7.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
451
Blume Capital Management
California
$30K – – –
CFO
452
CVA Family Office
Colorado
$30K +$56 +3 +0.2%
SFG
453
Sowa Financial Group
Rhode Island
$28K – – –
RF
454
Robbins Farley
New Hampshire
$27K +$25.5K +1,362 New
BWA
455
BDO Wealth Advisors
Florida
$26K – – –
JHCP
456
Jackson Hole Capital Partners
Oklahoma
$26K – – –
MSFP
457
Mark Sheptoff Financial Planning
Connecticut
$25K – – –
CTFG
458
Capstone Triton Financial Group
Oklahoma
$24K +$22.2K +1,185 New
MF
459
Manchester Financial
California
$23K -$2.69K -144 -11%
SFC
460
SYM Financial Corp
Indiana
$23K +$20.3K +1,086 +1,810%
CCM
461
Cribstone Capital Management
Maine
$23K +$21.3K +1,140 New
HF
462
Halpern Financial
Virginia
$22.3K – – –
IF
463
Ironwood Financial
Arizona
$22K – – –
HI
464
Human Investing
Oregon
$22K +$20.5K +1,095 New
GLLW
465
Graves Light Lenhart Wealth
Virginia
$22K +$20.9K +1,116 New
FPB
466
First PREMIER Bank
South Dakota
$21K – – –
PK
467
Pflug Koory
Nebraska
$21K – – –
ACA
468
Aptus Capital Advisors
Alabama
$20K – – –
CIA
469
Cascade Investment Advisors
Oregon
$19.3K – – –
RCA
470
Rowland Carmichael Advisors
Arizona
$17K – – –
BFC
471
Bedel Financial Consulting
Indiana
$16K +$112 +6 +0.8%
AA
472
Ancora Advisors
Ohio
$15K – – –
SFP
473
Sterling Financial Planning
New Jersey
$15K +$14.3K +765 New
EIP
474
Ellis Investment Partners
Pennsylvania
$13K -$53.2K -2,847 -82%
LDFR
475
Lehman & Derafelo Financial Resources
Pennsylvania
$13K – – –
17 18
19
20 21

SCHV Hedge Fund Activity: Q4 2020 in Review

513 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q4 2020, worth a combined $5.55B — up 24% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SCHV positions and 23 closed out — a net gain of 70 holders — while 204 added to existing stakes and 132 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $59.3M. The largest seller was Avantax Planning Partners, cutting an estimated $26.2M.

  • 513 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q4 2020, up from 452 in Q3 2020.
  • Funds reported $5.55B of Schwab US Large-Cap Value ETF stock for Q4 2020, up 24% quarter-over-quarter.
  • 93 funds opened new Schwab US Large-Cap Value ETF positions in Q4 2020 and 23 closed out, a net change of +70 holders.
  • The largest Schwab US Large-Cap Value ETF buyer in Q4 2020 was Financial Engines Advisors, an estimated $59.3M added.
  • The largest Schwab US Large-Cap Value ETF seller in Q4 2020 was Avantax Planning Partners, an estimated $26.2M sold.

Based on aggregated 13F filings for Q4 2020.