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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 %
BIA
476
Bigelow Investment Advisors
Maine
– -$516K -25,773 Closed
JWCA
477
J.W. Cole Advisors
Florida
– -$475K -23,718 Closed
SFM
478
Signet Financial Management
New Jersey
– -$458K -22,848 Closed
TF
479
Trek Financial
Arizona
– -$445K -22,230 Closed
WPW
480
Waldron Private Wealth
Pennsylvania
– -$431K -21,555 Closed
TC
481
Tatro Capital
Kentucky
– -$403K -20,124 Closed
SW
482
SkyOak Wealth
Michigan
– -$398K -19,875 Closed
SQA
483
Simon Quick Advisors
New Jersey
– -$387K -19,329 Closed
PS
484
Portfolio Solutions
Michigan
– -$383K -19,134 Closed
IWM
485
IHT Wealth Management
Illinois
– -$352K -17,577 Closed
WAM
486
Wealthspire Advisors (Maryland)
Maryland
– -$337K -16,809 Closed
SFG
487
SNS Financial Group
Minnesota
– -$331K -16,494 Closed
OC
488
Oarsman Capital
Wisconsin
– -$297K -14,814 Closed
RC
489
Roundview Capital
New Jersey
– -$294K -14,691 Closed
VWM
490
Venturi Wealth Management
Texas
– -$265K -13,200 Closed
AI
491
Atria Investments
North Carolina
– -$253K -12,621 Closed
KIA
492
KCM Investment Advisors
California
– -$252K -12,570 Closed
SWM
493
Segment Wealth Management
Texas
– -$249K -12,402 Closed
YWP
494
YorkBridge Wealth Partners
New York
– -$246K -12,300 Closed
PIMG
495
Patriot Investment Management Group
Tennessee
– -$238K -11,910 Closed
IF
496
IRON Financial
Illinois
– -$233K -11,634 Closed
PFA
497
Pathway Financial Advisors
Vermont
– -$232K -11,460 Closed
SHJ
498
Sharkey, Howes & Javer
Colorado
– -$227K -11,316 Closed
AWM
499
Arbor Wealth Management
Florida
– -$223K -11,106 Closed
LC
500
Landaas & Company
Wisconsin
– -$218K -10,860 Closed
17 18 19
20
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