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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 %
RBC
476
Roble Belko & Company
Pennsylvania
$13K – – –
AIA
477
Armor Investment Advisors
North Carolina
$12K +$4.85K +252 +68%
HNB
478
Huntington National Bank
Ohio
$11K – – –
COCM
479
Charter Oak Capital Management
New Hampshire
$11K +$11K +531 New
Fifth Third Bancorp
480
Fifth Third Bancorp
Ohio
$10K -$138K -6,684 -93%
KCM
481
Kathmere Capital Management
Pennsylvania
$10K – – –
Citigroup
482
Citigroup
New York
$10K +$5.28K +279 +112%
CWA
483
Carolina Wealth Advisors
South Carolina
$9K -$252 -12 -3%
BAM
484
Barrett Asset Management
New York
$9K – – –
NDSI
485
Newman Dignan & Sheerar Inc
Rhode Island
$7.19K -$80 -4,011 -1%
CMA
486
Cedar Mountain Advisors
Oregon
$7K – – –
AF
487
Allworth Financial
California
$7K – – –
HIA
488
Harbor Investment Advisory
Maryland
$7K – – –
ME
489
McIlrath & Eck
Washington
$7K – – –
CIAS
490
CBIZ Investment Advisory Services
Ohio
$6K -$17K – –
AWM
491
Aberdeen Wealth Management
Illinois
$6K +$6K +300 New
SWA
492
Sutton Wealth Advisors
Florida
$5.48K -$1.01K -51 -16%
CTC
493
Central Trust Company
Missouri
$5K -$33.4K -1,725 -87%
VNA
494
Valley National Advisers
Pennsylvania
$5K -$2.44K -129 -33%
PIP
495
Peachtree Investment Partners
Florida
$5K +$5K +255 New
AAP
496
Arax Advisory Partners
Colorado
$4K – – –
Rockefeller Capital Management
497
Rockefeller Capital Management
New York
$4K +$49 +3 +1%
LB
498
Legacy Bridge
Iowa
$3K – – –
BAM
499
Bellevue Asset Management
Washington
$3K – – –
MAM
500
Meeder Asset Management
Ohio
$3K +$1.47K +84 +97%
18 19
20
21 22