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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 %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$16.4M +$780K +52,857 +5%
Wells Fargo
27
Wells Fargo
California
$16M +$132K +8,943 +0.8%
FVWA
28
Foster Victor Wealth Advisors
South Carolina
$15M -$1.86M -119,784 -11%
BA
29
Ballast Advisors
Minnesota
$14.5M +$262K +17,781 +2%
UBS Group
30
UBS Group
Switzerland
$13.8M -$1.16M -78,501 -8%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$13.3M -$5.9M -419,466 -31%
FFN
32
Focus Financial Network
Minnesota
$12.2M +$2.44M +165,543 +25%
GIA
33
Gladstone Institutional Advisory
Florida
$12.1M +$2.92M +198,087 +32%
GSIS
34
Global Strategic Investment Solutions
Arizona
$12M -$3.6M -244,158 -23%
NFG
35
Nadler Financial Group
Illinois
$11.4M +$803K +54,441 +8%
SAM
36
Summit Asset Management
Tennessee
$11M +$108K +7,311 +1%
BlackRock
37
BlackRock
New York
$10.4M -$4.46M -302,115 -30%
MFGP
38
Marshall Financial Group (Pennsylvania)
Pennsylvania
$10.3M -$498K -33,768 -5%
TPW
39
Tiller Private Wealth
Pennsylvania
$10.3M +$131K +8,859 +1%
PP
40
PagnatoKarp Partners
Virginia
$9.73M -$2.2M -148,974 -18%
AIP
41
Almanack Investment Partners
Pennsylvania
$9.56M +$1.11M +75,141 +13%
HSA
42
HBK Sorce Advisory
Pennsylvania
$9.3M -$535K -36,228 -5%
GC
43
Garde Capital
Washington
$9.29M +$5.19M +352,032 +127%
GIA
44
GHP Investment Advisors
Colorado
$9.27M -$565K -38,310 -6%
RRWA
45
Rainey & Randall Wealth Advisors
Florida
$9.22M -$137K -9,312 -1%
VWA
46
Visionary Wealth Advisors
Illinois
$9.13M +$8.46M +573,477 +1,264%
SFG
47
Sage Financial Group
Pennsylvania
$9.08M +$55K +3,726 +0.6%
ACA
48
Affinity Capital Advisors
California
$8.83M -$2.59M -159,348 -23%
PMG
49
ProVise Management Group
Florida
$8.83M +$2.68M +181,791 +44%
SWRP
50
Summit Wealth & Retirement Planning
California
$8.68M -$1.66M -112,800 -16%
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