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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 %
GIA
51
GHP Investment Advisors
Colorado
$12.9M +$64.6K +3,258 +0.5%
SFG
52
Sage Financial Group
Pennsylvania
$12.5M +$314K +15,810 +3%
SWRP
53
Summit Wealth & Retirement Planning
California
$12M +$186K +9,366 +2%
VWA
54
Visionary Wealth Advisors
Illinois
$11.7M +$3.09M +155,964 +36%
BlackRock
55
BlackRock
New York
$11.2M -$467K -23,514 -4%
CAN
56
Cetera Advisor Networks
California
$10.9M +$234K +11,775 +2%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$10.1M +$8.97M +451,860 +808%
CCMG
58
Clark Capital Management Group
Pennsylvania
$10.1M +$1.64M +82,896 +20%
Creative Planning
59
Creative Planning
Kansas
$9.98M +$314K +15,819 +3%
SKK
60
Shepherd Kaplan Krochuk
Massachusetts
$9.96M +$154K +7,767 +2%
GB
61
Goepper Burkhardt
South Carolina
$9.85M +$9.85M +496,449 New
TCPWM
62
Traverso Chambers Private Wealth Management
California
$9.52M +$43.9K +2,214 +0.5%
ST
63
Spinnaker Trust
Maine
$9.36M +$545K +27,483 +6%
BPA
64
Beacon Pointe Advisors
California
$9.36M -$245K -12,369 -3%
XF
65
XML Financial
Maryland
$9.33M +$596K +30,045 +7%
NCMW
66
Northern Capital Management (Washington)
Washington
$9.22M +$9.22M +464,784 New
WFA
67
Wipfli Financial Advisors
Wisconsin
$9.14M +$9.14M +460,839 New
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$9.08M +$5.26M +265,089 +138%
WIA
69
World Investment Advisors
California
$9.06M +$9.06M +434,460 New
MFT
70
Moisand Fitzgerald Tamayo
Florida
$9.01M -$364K -18,366 -4%
PP
71
PrairieView Partners
Minnesota
$8.99M -$204K -10,260 -2%
ACA
72
Affinity Capital Advisors
California
$8.95M -$1.46M -73,455 -14%
HG
73
Harbor Group
New Hampshire
$8.77M +$8.77M +429,036 New
CAM
74
Cresset Asset Management
Illinois
$8.69M +$142K +7,149 +2%
SFA
75
Sequoia Financial Advisors
Ohio
$8.67M +$38.9K +1,962 +0.5%
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