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SCHV

Schwab US Large-Cap Value ETF
SCHV

452 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

214% more call options, than puts

Call options by funds: $673K | Put options by funds: $214K

11% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 37

7% more capital invested

Capital invested by funds: $4.19B → $4.49B (+$295M)

2.66% more ownership

Funds ownership: 197.81% → 200.47% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 42 → 42 (0)

1% less funds holding

Funds holding: 456 → 452 (-4)

2% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 167

Holders
452
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

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$79.3M
2
APP
Avantax Planning Partners
Iowa
+$57M
3
MG
Mather Group
Illinois
+$28.1M
4
Ameriprise
Ameriprise
Minnesota
+$16.8M
5
LJAC
L.J. Altfest & Co
New York
+$11.3M

Top Sellers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
-$39.9M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$23M
3
RCIM
Red Cedar Investment Management
Michigan
-$17.2M
4
AG
Appleton Group
Wisconsin
-$10.6M
5
CGFA
Colton Groome Financial Advisors
North Carolina
-$7.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
476
MFA Wealth Advisors
Pennsylvania
– -$119K -7,104 Closed
RDWM
477
Red Door Wealth Management
Tennessee
– -$112K -6,735 Closed
FA
478
Fortis Advisors
Pennsylvania
– -$114K -6,492 -100%
KBFS
479
Kohmann Bosshard Financial Services
Ohio
– -$105K -6,267 Closed
EWM
480
Edge Wealth Management
New York
– -$21K -1,272 Closed
MDCM
481
Morgan Dempsey Capital Management
Wisconsin
– -$20K -1,194 Closed
PA
482
Procyon Advisors
Connecticut
– -$15K -882 Closed
KPW
483
Kore Private Wealth
New York
– -$13K -837 Closed
CMBA
484
C.M. Bidwell & Associates
Hawaii
– -$9K -555 Closed
TAM
485
Townsend Asset Management
North Carolina
– -$8K -498 Closed
SQA
486
Simon Quick Advisors
New Jersey
– -$5K -315 Closed
BFIM
487
Beese Fulmer Investment Management
Ohio
– -$4K -243 Closed
FP
488
Fiduciary Planning
Florida
– +$262 +15 New
16 17 18 19
20

SCHV Hedge Fund Activity: Q3 2020 in Review

452 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q3 2020, worth a combined $4.49B — up 7% from $4.19B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SCHV positions and 37 closed out — a net gain of 4 holders — while 163 added to existing stakes and 167 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $79.3M. The largest seller was Horizon Investments, cutting an estimated $39.9M.

  • 452 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q3 2020, down from 456 in Q2 2020.
  • Funds reported $4.49B of Schwab US Large-Cap Value ETF stock for Q3 2020, up 7% quarter-over-quarter.
  • 41 funds opened new Schwab US Large-Cap Value ETF positions in Q3 2020 and 37 closed out, a net change of +4 holders.
  • The largest Schwab US Large-Cap Value ETF buyer in Q3 2020 was Osaic Holdings, an estimated $79.3M added.
  • The largest Schwab US Large-Cap Value ETF seller in Q3 2020 was Horizon Investments, an estimated $39.9M sold.

Based on aggregated 13F filings for Q3 2020.