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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 %
SFA
76
Sequoia Financial Advisors
Ohio
$5.42M -$78.6K -5,328 -1%
BWM
77
BerganKDV Wealth Management
Minnesota
$5.37M +$1.23M +83,112 +30%
HighTower Advisors
78
HighTower Advisors
Illinois
$5.2M -$1.59M -107,967 -23%
XF
79
XML Financial
Maryland
$5.14M -$1.53M -104,013 -23%
RWM
80
RKL Wealth Management
Pennsylvania
$4.95M +$70.7K +4,791 +1%
MIAN
81
Mariner Independent Advisor Network
Kansas
$4.86M +$144K +9,879 +3%
CG
82
Colony Group
Massachusetts
$4.84M -$343K -23,241 -7%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$4.83M +$1.22M +82,614 +34%
CM
84
Columbus Macro
Pennsylvania
$4.76M +$418K +28,329 +10%
MA
85
Mutual Advisors
Nebraska
$4.43M +$550K +37,278 +14%
GCP
86
Gill Capital Partners
Colorado
$4.39M +$4.39M +297,642 New
KLI
87
Kelman-Lazarov Inc
Tennessee
$4.33M -$8.56M -579,846 -66%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$4.19M +$2.74M +185,352 +188%
Jane Street
89
Jane Street
New York
$4.09M +$2.44M +165,582 +148%
PRS
90
Pinkerton Retirement Specialists
Idaho
$4.07M +$157K +10,647 +4%
PA
91
Prism Advisors
California
$4.04M +$1.59M +108,036 +65%
LWM
92
Laidlaw Wealth Management
New York
$3.98M +$1.6M +108,573 +67%
PEA
93
Pacific Edge Advisors
California
$3.96M -$133K -9,000 -3%
EE
94
EWG Elevate
California
$3.85M +$233K +15,756 +6%
ISWM
95
Independent Solutions Wealth Management
New York
$3.83M -$238K -16,122 -6%
EWM
96
Empirical Wealth Management
Washington
$3.63M +$3.18M +215,736 +707%
ECG
97
Edge Capital Group
Georgia
$3.54M +$596K +40,395 +20%
SWM
98
Southern Wealth Management
Texas
$3.53M +$3.17M +214,815 +893%
I
99
INVST
Indiana
$3.37M -$4.18M -297,375 -55%
BAM
100
Berkshire Asset Management
Pennsylvania
$3.35M +$201K +13,647 +6%
2 3
4
5 6