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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 %
VHAM
476
Van Hulzen Asset Management
California
– -$365K -24,723 Closed
ACM
477
Argent Capital Management
Missouri
– -$340K -23,055 Closed
CIBC Private Wealth Group
478
CIBC Private Wealth Group
Georgia
– -$334K -22,644 Closed
PI
479
Parkside Investments
Illinois
– -$323K -21,900 Closed
ZIC
480
ZWJ Investment Counsel
Georgia
– -$283K -19,191 Closed
PSUF
481
People's United Financial
Connecticut
– -$267K -18,099 Closed
CBT
482
Capital Bank & Trust
California
– -$262K -17,721 Closed
BL
483
BFSG LLC
California
– -$261K -17,697 Closed
FM
484
Foster & Motley
Ohio
– -$255K -17,274 Closed
SNBOSD
485
Security National Bank of So Dak
Iowa
– -$235K -15,897 Closed
RC
486
Rovin Capital
Arizona
– -$257K -15,774 Closed
AWA
487
Acorn Wealth Advisors
Michigan
– -$222K -14,808 Closed
JFG
488
JMG Financial Group
Illinois
– -$209K -14,178 Closed
AA
489
Advisory Alpha
Michigan
– -$99.7K -6,618 Closed
Citigroup
490
Citigroup
New York
– -$60K -4,059 Closed
EWM
491
EPG Wealth Management
Georgia
– -$59K -3,987 Closed
HDIM
492
Hanson & Doremus Investment Management
Vermont
– -$41K -2,766 Closed
QCG
493
Quadrant Capital Group
Ohio
– -$31K -2,130 Closed
PO
494
Private Ocean
California
– -$27K -1,890 Closed
PFGIA
495
Patriot Financial Group Insurance Agency
Massachusetts
– -$18K -1,239 Closed
AIC
496
Ameritas Investment Company
Nebraska
– -$17K -1,221 Closed
EI
497
Ellevest Inc
New York
– -$18K -1,194 Closed
WQ
498
Wealth Quarterback
New Jersey
– -$17K -1,155 Closed
FEG
499
Financial Enhancement Group
Indiana
– -$11K -723 Closed
PIP
500
Peachtree Investment Partners
Florida
– -$4K -327 Closed
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