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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 %
UBS Group
26
UBS Group
Switzerland
$27.2M +$5.39M +271,617 +25%
CCWA
27
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$26M -$1.02M -51,648 -4%
PFO
28
Pathstone Family Office
New Jersey
$25.9M +$25.9M +1,306,404 New
Bank of America
29
Bank of America
North Carolina
$25.6M +$1.68M +84,495 +7%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$25.5M +$1.06M +53,346 +4%
SC
31
Savant Capital
Illinois
$25.4M +$4.69M +236,493 +23%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$24.4M -$15.5M – –
Wells Fargo
33
Wells Fargo
California
$23.6M +$796K +40,119 +3%
HighTower Advisors
34
HighTower Advisors
Illinois
$23.3M +$17.2M +864,396 +280%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$21.9M +$3.31M +166,626 +18%
TWP
36
Treybourne Wealth Planners
Indiana
$21.8M +$21.8M +1,099,917 New
BA
37
Ballast Advisors
Minnesota
$21.6M +$1.96M +98,991 +10%
PMG
38
ProVise Management Group
Florida
$21.3M +$1.41M +71,127 +7%
FFN
39
Focus Financial Network
Minnesota
$20.5M +$1.91M +96,054 +10%
SAMC
40
Spectrum Asset Management (California)
California
$19.8M +$2.36M +119,139 +14%
GSIS
41
Global Strategic Investment Solutions
Arizona
$18.5M +$492K +24,777 +3%
MM
42
Main Management
California
$18.3M +$121K +6,105 +0.7%
NFG
43
Nadler Financial Group
Illinois
$17.7M +$959K +48,309 +6%
RRWA
44
Rainey & Randall Wealth Advisors
Florida
$16.2M +$945K +47,637 +6%
MFGP
45
Marshall Financial Group (Pennsylvania)
Pennsylvania
$15.9M +$1.32M +66,420 +9%
AG
46
Appleton Group
Wisconsin
$15.2M +$14.2M +716,646 +1,500%
SAM
47
Summit Asset Management
Tennessee
$15M +$77.4K +3,903 +0.5%
GC
48
Garde Capital
Washington
$14.2M +$212K +10,662 +2%
TWM
49
Tradition Wealth Management
Minnesota
$14.1M +$14.1M +711,513 New
PA
50
Prism Advisors
California
$14M +$348K +17,517 +3%
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