SCHV icon

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 %
NDSI
76
Newman Dignan & Sheerar Inc
Rhode Island
$6.36M -$305K -17,586 -5%
FAAS
77
First Allied Advisory Services
California
$6.07M -$215K -12,864 -3%
MGIA
78
Moneta Group Investment Advisors
Missouri
$5.98M -$189K -11,313 -3%
OCM
79
One Capital Management
California
$5.9M -$370K -22,128 -6%
OPS
80
Orion Portfolio Solutions
Nebraska
$5.77M +$5.74M +343,524 +20,339%
MA
81
Mutual Advisors
Nebraska
$5.64M +$622K +37,266 +12%
PCIA
82
Prime Capital Investment Advisors
Kansas
$5.58M -$719K -43,035 -11%
HighTower Advisors
83
HighTower Advisors
Illinois
$5.51M -$385K -23,007 -7%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$5.46M -$1.96M -117,261 -26%
GWS
85
Glassman Wealth Services
Virginia
$5.46M -$3.13M -187,167 -36%
CM
86
Columbus Macro
Pennsylvania
$5.14M -$252K -15,078 -5%
RWM
87
RKL Wealth Management
Pennsylvania
$5.12M -$474K -28,368 -8%
BWM
88
BerganKDV Wealth Management
Minnesota
$5.12M -$961K -57,540 -16%
GCP
89
Gill Capital Partners
Colorado
$5.09M +$122K +7,278 +2%
I
90
INVST
Indiana
$4.97M +$973K +58,341 +24%
Creative Planning
91
Creative Planning
Kansas
$4.9M +$3.52M +210,591 +254%
CG
92
Colony Group
Massachusetts
$4.49M -$988K -59,139 -18%
LWM
93
Laidlaw Wealth Management
New York
$4.47M -$36K -2,157 -0.8%
ISWM
94
Independent Solutions Wealth Management
New York
$4.45M +$109K +6,525 +3%
BAM
95
Berkshire Asset Management
Pennsylvania
$4.4M +$607K +36,330 +16%
EWM
96
Empirical Wealth Management
Washington
$4.33M +$213K +12,777 +5%
FAN
97
Financial Advisors Network
California
$4.23M -$2.67M -159,813 -39%
BAMG
98
Brand Asset Management Group
Missouri
$4.05M +$390K +23,322 +11%
DAS
99
Dynamic Advisor Solutions
Arizona
$3.95M +$2.01M +120,288 +104%
SWM
100
Southern Wealth Management
Texas
$3.91M -$82.7K -4,950 -2%
2 3
4
5 6