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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

455 hedge funds and large institutions have $4.19B invested in Schwab US Large-Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 155 increasing their positions, 180 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+2
Holders Change %
+0.44%
% of All Funds
9.35%
Holding in Top 10
42
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.5%
% of All Funds
0.86%
New
54
Increased
155
Reduced
180
Closed
49
Calls
$321K
Puts
–
Net Calls
+$321K
Net Calls Change
+$64K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$515M
2
HI
Horizon Investments
North Carolina
+$42.5M
3
MMEA
Main Management ETF Advisors
California
+$30.9M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$28.2M
5
MG
Mather Group
Illinois
+$24.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$170M
2
SS
Sunbelt Securities
Texas
-$162M
3
Betterment LLC
Betterment LLC
New York
-$74.4M
4
APP
Avantax Planning Partners
Iowa
-$67.1M
5
Osaic Holdings
Osaic Holdings
Arizona
-$57.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWRP
51
Summit Wealth & Retirement Planning
California
$9.74M -$86.9K -5,205 -0.9%
AWM
52
Argent Wealth Management
Massachusetts
$9.55M -$613K -34,341 -6%
CAM
53
Cresset Asset Management
Illinois
$9.53M +$9.53M +570,474 New
HSA
54
HBK Sorce Advisory
Pennsylvania
$9.15M -$1.37M -82,269 -13%
GIA
55
Gladstone Institutional Advisory
Florida
$8.84M -$4.84M -289,509 -35%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$8.84M -$536K -32,085 -6%
ACA
57
Affinity Capital Advisors
California
$8.79M -$279K -16,728 -3%
CAN
58
Cetera Advisor Networks
California
$8.56M +$305K +18,252 +4%
HA
59
Harborview Advisors
Maine
$8.52M -$728K -43,608 -8%
HFA
60
Hoover Financial Advisors
Pennsylvania
$8.31M +$7.85M +470,232 +1,715%
TCPWM
61
Traverso Chambers Private Wealth Management
California
$8.1M +$8.1M +484,605 New
PP
62
PrairieView Partners
Minnesota
$7.81M +$33.2K +1,986 +0.4%
BPA
63
Beacon Pointe Advisors
California
$7.65M +$6.99M +418,449 +1,063%
ACA
64
Ackerman Capital Advisors
Texas
$7.57M +$4.66M +279,171 +160%
TWP
65
Total Wealth Planning
Ohio
$7.53M +$53.2K +3,183 +0.7%
SWA
66
Stratos Wealth Advisors
Ohio
$7.49M +$1.19M +71,061 +19%
MFT
67
Moisand Fitzgerald Tamayo
Florida
$7.46M -$93.1K -5,574 -1%
OWM
68
Opes Wealth Management
California
$7.42M +$97.5K +5,835 +1%
SFA
69
Sequoia Financial Advisors
Ohio
$7.37M +$1.24M +73,935 +20%
CCMG
70
Clark Capital Management Group
Pennsylvania
$6.89M -$694K -41,541 -9%
DP
71
Denver PWM
Colorado
$6.85M -$172K -10,323 -2%
EWA
72
EP Wealth Advisors
California
$6.81M -$44.9K -2,691 -0.7%
SKK
73
Shepherd Kaplan Krochuk
Massachusetts
$6.56M +$6.56M +392,895 New
XF
74
XML Financial
Maryland
$6.52M +$703K +42,072 +12%
PA
75
Prism Advisors
California
$6.45M +$1.88M +112,470 +41%
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