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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 %
AWM
51
Argent Wealth Management
Massachusetts
$8.63M +$226K +14,898 +3%
PW
52
Price Wealth
Texas
$8.39M +$8.39M +568,731 New
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$8.28M -$3.71M -251,421 -31%
SC
54
Savant Capital
Illinois
$8.2M +$3.9M +264,435 +91%
HA
55
Harborview Advisors
Maine
$8.17M -$279K -18,879 -3%
HI
56
Horizon Investments
North Carolina
$7.94M -$6.51M -441,333 -45%
GWS
57
Glassman Wealth Services
Virginia
$7.58M -$4.62M -313,059 -38%
CAN
58
Cetera Advisor Networks
California
$7.3M -$1.66M -112,542 -19%
PP
59
PrairieView Partners
Minnesota
$6.87M +$1.3M +88,044 +23%
CCMG
60
Clark Capital Management Group
Pennsylvania
$6.7M +$3.06M +207,330 +84%
MFT
61
Moisand Fitzgerald Tamayo
Florida
$6.67M +$753K +51,030 +13%
TWP
62
Total Wealth Planning
Ohio
$6.6M -$714K -48,393 -10%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$6.56M -$73.9K -5,007 -1%
OWM
64
Opes Wealth Management
California
$6.47M -$150K -10,170 -2%
FAN
65
Financial Advisors Network
California
$6.09M +$1.99M +134,553 +48%
EWA
66
EP Wealth Advisors
California
$6.05M +$1.1M +74,238 +22%
NDSI
67
Newman Dignan & Sheerar Inc
Rhode Island
$6.04M -$818K -52,044 -12%
DP
68
Denver PWM
Colorado
$5.94M -$2.04M -144,153 -26%
LJAC
69
L.J. Altfest & Co
New York
$5.85M -$1.24M -83,760 -17%
SWA
70
Stratos Wealth Advisors
Ohio
$5.57M -$1.29M -87,567 -19%
PCIA
71
Prime Capital Investment Advisors
Kansas
$5.56M -$2.2M -149,373 -28%
FAAS
72
First Allied Advisory Services
California
$5.55M +$428K +29,022 +8%
OCM
73
One Capital Management
California
$5.54M -$1.11M -75,507 -17%
A
74
AdvicePeriod
California
$5.45M +$2.86M +193,740 +110%
MGIA
75
Moneta Group Investment Advisors
Missouri
$5.45M +$1.58M +106,848 +41%
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