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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 %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$21M +$2.44M +145,890 +13%
PW
27
Price Wealth
Texas
$20.8M +$11.3M +673,767 +118%
Wells Fargo
28
Wells Fargo
California
$18.6M +$478K +28,587 +3%
UBS Group
29
UBS Group
Switzerland
$16.8M +$1.19M +71,415 +8%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$16.6M -$16.6M – –
BA
31
Ballast Advisors
Minnesota
$16.5M +$54.8K +3,282 +0.3%
PMG
32
ProVise Management Group
Florida
$15.7M +$5.7M +341,202 +57%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$15.4M +$14.9M +890,067 +3,067%
GSIS
34
Global Strategic Investment Solutions
Arizona
$14.8M +$1.24M +74,211 +9%
MM
35
Main Management
California
$14.8M +$14.8M +885,018 New
FFN
36
Focus Financial Network
Minnesota
$14.1M +$226K +13,503 +2%
CGFA
37
Colton Groome Financial Advisors
North Carolina
$13.9M +$10.3M +615,579 +287%
NFG
38
Nadler Financial Group
Illinois
$13.4M +$475K +28,437 +4%
RRWA
39
Rainey & Randall Wealth Advisors
Florida
$12.9M +$2.45M +146,862 +23%
SAM
40
Summit Asset Management
Tennessee
$12.6M +$110K +6,567 +0.9%
SC
41
Savant Capital
Illinois
$11.6M +$2.33M +139,710 +25%
MFGP
42
Marshall Financial Group (Pennsylvania)
Pennsylvania
$11.3M -$359K -21,489 -3%
GG
43
GenWealth Group
New Jersey
$11.3M +$10.1M +603,531 +800%
GC
44
Garde Capital
Washington
$11.3M +$791K +47,352 +8%
SAMC
45
Spectrum Asset Management (California)
California
$11.1M +$11.1M +664,152 New
VWA
46
Visionary Wealth Advisors
Illinois
$11M +$709K +42,459 +7%
AG
47
Appleton Group
Wisconsin
$10.9M +$10.2M +613,260 +1,460%
BlackRock
48
BlackRock
New York
$10.5M -$1.21M -72,342 -10%
GIA
49
GHP Investment Advisors
Colorado
$10.5M +$31.4K +1,878 +0.3%
SFG
50
Sage Financial Group
Pennsylvania
$9.87M -$405K -24,255 -4%
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