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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 %
PWM
501
PRW Wealth Management
Massachusetts
– -$217K -10,848 Closed
MCP
502
Mirador Capital Partners
California
– -$215K -10,731 Closed
CA
503
Cambridge Advisors
Nebraska
– -$212K -10,557 Closed
RWM
504
RBA Wealth Management
California
– -$210K -10,485 Closed
DCM
505
Donaldson Capital Management
Indiana
– -$210K -10,476 Closed
LBC
506
Lowe Brockenbrough & Co
Virginia
– -$209K -10,410 Closed
CHP
507
Cable Hill Partners
Oregon
– -$206K -10,290 Closed
SW
508
SteelPeak Wealth
California
– -$202K -10,068 Closed
WA
509
Wealth Architects
California
– -$201K -10,008 Closed
NA
510
NewEdge Advisors
Louisiana
– -$200K -10,002 Closed
MI
511
Moneywise Inc
Virginia
– -$176K -9,306 Closed
KBFS
512
Kohmann Bosshard Financial Services
Ohio
– -$126K -6,267 Closed
MWP
513
MYCIO Wealth Partners
Pennsylvania
– -$98K -4,890 Closed
Chevy Chase Trust
514
Chevy Chase Trust
Maryland
– -$65K -3,204 Closed
SL
515
Savior LLC
Massachusetts
– -$51K -2,529 Closed
MWP
516
Meridian Wealth Partners
Pennsylvania
– -$38K -1,881 Closed
SSWG
517
Seven Springs Wealth Group
Tennessee
– -$32K -1,590 Closed
CFG
518
Capstone Financial Group
Oklahoma
– -$23K -1,128 Closed
HWM
519
Howard Wealth Management
Connecticut
– -$21K -1,086 Closed
SCA
520
Stuart Chaussee & Associates
California
– -$20K -999 Closed
DTIM
521
Danda Trouve Investment Management
Kansas
– -$8K -414 Closed
Simplex Trading
522
Simplex Trading
Illinois
– -$6K -300 Closed
QCMNJ
523
Quantum Capital Management (New Jersey)
New Jersey
– -$4K -180 Closed
GI
524
Gradient Investments
Minnesota
– -$3K -159 Closed
CI
525
Cordant Inc
Oregon
– -$2K -93 Closed
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