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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 %
Bank of America
26
Bank of America
North Carolina
$20.9M -$2.04M -117,015 -9%
Wells Fargo
27
Wells Fargo
California
$20M +$621K +35,721 +3%
UBS Group
28
UBS Group
Switzerland
$19.1M +$1.58M +90,783 +9%
SC
29
Savant Capital
Illinois
$18.2M +$6.09M +350,211 +50%
PMG
30
ProVise Management Group
Florida
$17.4M +$1.07M +61,512 +7%
BA
31
Ballast Advisors
Minnesota
$17.3M +$102K +5,862 +0.6%
FFN
32
Focus Financial Network
Minnesota
$16.3M +$1.67M +95,922 +11%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$16.3M +$306K +17,580 +2%
MM
34
Main Management
California
$15.9M +$534K +30,669 +3%
GSIS
35
Global Strategic Investment Solutions
Arizona
$15.8M +$343K +19,695 +2%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$15.5M -$16.6M – –
SAMC
37
Spectrum Asset Management (California)
California
$15.3M +$3.76M +216,165 +33%
NFG
38
Nadler Financial Group
Illinois
$14.7M +$760K +43,695 +5%
HI
39
Horizon Investments
North Carolina
$14M -$39.7M -2,279,733 -74%
RRWA
40
Rainey & Randall Wealth Advisors
Florida
$13.4M -$30K -1,722 -0.2%
SAM
41
Summit Asset Management
Tennessee
$13M -$30.2K -1,737 -0.2%
MFGP
42
Marshall Financial Group (Pennsylvania)
Pennsylvania
$12.7M +$953K +54,765 +8%
LJAC
43
L.J. Altfest & Co
New York
$12.5M +$11.3M +648,585 +892%
GC
44
Garde Capital
Washington
$12.3M +$496K +28,515 +4%
PA
45
Prism Advisors
California
$11.9M +$5.23M +300,600 +78%
GIA
46
GHP Investment Advisors
Colorado
$11.2M +$262K +15,075 +2%
SFG
47
Sage Financial Group
Pennsylvania
$10.7M +$414K +23,805 +4%
SWRP
48
Summit Wealth & Retirement Planning
California
$10.3M +$195K +11,196 +2%
BlackRock
49
BlackRock
New York
$10.2M -$741K -42,582 -7%
RCIM
50
Red Cedar Investment Management
Michigan
$10M -$17.1M -983,847 -63%
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