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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 %
CAN
51
Cetera Advisor Networks
California
$9.38M +$458K +26,310 +5%
ACA
52
Affinity Capital Advisors
California
$9.12M -$33.9K -1,947 -0.4%
HA
53
Harborview Advisors
Maine
$9.07M +$199K +11,436 +2%
LB
54
Leo Brokerage
Texas
$8.61M +$8.61M +515,559 New
SKK
55
Shepherd Kaplan Krochuk
Massachusetts
$8.6M +$1.76M +101,178 +26%
Creative Planning
56
Creative Planning
Kansas
$8.47M +$3.37M +193,623 +66%
BPA
57
Beacon Pointe Advisors
California
$8.43M +$460K +26,430 +6%
TCPWM
58
Traverso Chambers Private Wealth Management
California
$8.31M -$125K -7,194 -1%
MFT
59
Moisand Fitzgerald Tamayo
Florida
$8.22M +$452K +25,983 +6%
PP
60
PrairieView Partners
Minnesota
$8.06M -$68.6K -3,945 -0.8%
ST
61
Spinnaker Trust
Maine
$7.73M +$7.73M +444,423 New
XF
62
XML Financial
Maryland
$7.66M +$862K +49,554 +13%
SFA
63
Sequoia Financial Advisors
Ohio
$7.57M -$102K -5,880 -1%
TWP
64
Total Wealth Planning
Ohio
$7.55M -$288K -16,572 -4%
OWM
65
Opes Wealth Management
California
$7.54M -$184K -10,593 -2%
VWA
66
Visionary Wealth Advisors
Illinois
$7.52M -$3.98M -229,050 -35%
CAM
67
Cresset Asset Management
Illinois
$7.5M -$2.43M -139,584 -24%
HSA
68
HBK Sorce Advisory
Pennsylvania
$7.48M -$2.05M -117,945 -22%
CCMG
69
Clark Capital Management Group
Pennsylvania
$7.38M +$208K +11,946 +3%
SWA
70
Stratos Wealth Advisors
Ohio
$7.38M -$422K -24,261 -5%
DP
71
Denver PWM
Colorado
$7.32M +$186K +10,677 +3%
KAS
72
Kestra Advisory Services
Texas
$7.21M +$7.21M +414,603 New
HFA
73
Hoover Financial Advisors
Pennsylvania
$7.11M -$1.55M -89,163 -18%
MGIA
74
Moneta Group Investment Advisors
Missouri
$6.64M +$409K +23,499 +7%
CGFA
75
Colton Groome Financial Advisors
North Carolina
$6.57M -$7.87M -452,274 -55%
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