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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 %
RDWM
476
Red Door Wealth Management
Tennessee
– -$112K -6,735 Closed
KBFS
477
Kohmann Bosshard Financial Services
Ohio
– -$105K -6,267 Closed
EWM
478
Edge Wealth Management
New York
– -$21K -1,272 Closed
MDCM
479
Morgan Dempsey Capital Management
Wisconsin
– -$20K -1,194 Closed
PA
480
Procyon Advisors
Connecticut
– -$15K -882 Closed
KPW
481
Kore Private Wealth
New York
– -$13K -837 Closed
CMBA
482
C.M. Bidwell & Associates
Hawaii
– -$9K -555 Closed
TAM
483
Townsend Asset Management
North Carolina
– -$8K -498 Closed
SQA
484
Simon Quick Advisors
New Jersey
– -$5K -315 Closed
BFIM
485
Beese Fulmer Investment Management
Ohio
– -$4K -243 Closed
16 17 18 19
20