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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 %
NDSI
76
Newman Dignan & Sheerar Inc
Rhode Island
$6.37M -$9.08K -522 -0.1%
MA
77
Mutual Advisors
Nebraska
$6.29M +$410K +23,547 +7%
GIA
78
Gladstone Institutional Advisory
Florida
$6.17M -$3.04M -174,552 -33%
ACA
79
Ackerman Capital Advisors
Texas
$6.04M -$1.85M -106,269 -23%
OCM
80
One Capital Management
California
$5.93M -$212K -12,195 -3%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$5.8M -$3.41M -195,738 -37%
FAAS
82
First Allied Advisory Services
California
$5.77M -$543K -31,212 -9%
OPS
83
Orion Portfolio Solutions
Nebraska
$5.76M -$241K -13,860 -4%
PCIA
84
Prime Capital Investment Advisors
Kansas
$5.66M -$149K -8,550 -3%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$5.46M -$231K -13,284 -4%
GWS
86
Glassman Wealth Services
Virginia
$5.38M -$305K -17,532 -5%
HighTower Advisors
87
HighTower Advisors
Illinois
$5.36M -$358K -20,607 -6%
GCP
88
Gill Capital Partners
Colorado
$5.1M -$206K -11,826 -4%
RWM
89
RKL Wealth Management
Pennsylvania
$5.05M -$286K -16,416 -5%
EWM
90
Empirical Wealth Management
Washington
$4.86M +$356K +20,445 +8%
FAN
91
Financial Advisors Network
California
$4.74M +$340K +19,563 +8%
EWA
92
EP Wealth Advisors
California
$4.68M -$2.41M -138,582 -34%
CG
93
Colony Group
Massachusetts
$4.52M -$152K -8,766 -3%
TNA
94
True North Advisors
Texas
$4.46M +$633K +36,366 +17%
DAS
95
Dynamic Advisor Solutions
Arizona
$4.32M +$203K +11,676 +5%
BAMG
96
Brand Asset Management Group
Missouri
$4.28M +$58.7K +3,372 +1%
SWM
97
Southern Wealth Management
Texas
$4.24M +$170K +9,774 +4%
CM
98
Columbus Macro
Pennsylvania
$4.14M -$1.21M -69,807 -23%
Goldman Sachs
99
Goldman Sachs
New York
$4.12M +$4.12M +236,673 New
SWM
100
SeaCrest Wealth Management
New York
$4.1M +$224K +12,852 +6%
2 3
4
5 6