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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 %
OWM
76
Opes Wealth Management
California
$8.59M -$12.4K -627 -0.1%
DP
77
Denver PWM
Colorado
$8.56M +$321K +16,386 +4%
BWM
78
BCGM Wealth Management
Indiana
$8.55M +$8.55M +409,728 New
HSA
79
HBK Sorce Advisory
Pennsylvania
$8.37M -$157K -7,905 -2%
MGIA
80
Moneta Group Investment Advisors
Missouri
$8.23M +$655K +32,988 +9%
HFA
81
Hoover Financial Advisors
Pennsylvania
$8.13M -$261K -12,699 -3%
TWP
82
Total Wealth Planning
Ohio
$8.01M -$600K -30,225 -7%
CGFA
83
Colton Groome Financial Advisors
North Carolina
$7.89M +$399K +20,106 +5%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$7.84M +$1.61M +81,240 +26%
MA
85
Mutual Advisors
Nebraska
$7.8M +$627K +31,611 +9%
SFS
86
Sowell Financial Services
Arkansas
$7.77M +$5.9M +297,330 +316%
GIA
87
Gladstone Institutional Advisory
Florida
$7.35M +$305K +15,354 +4%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$7.26M +$644K +32,439 +10%
PCIA
89
Prime Capital Investment Advisors
Kansas
$7.09M +$627K +31,614 +10%
HA
90
Harborview Advisors
Maine
$7.08M -$3.27M -164,853 -32%
SFA
91
Seneca Financial Advisors
New York
$6.92M +$6.92M +348,618 New
ACA
92
Ackerman Capital Advisors
Texas
$6.84M -$45.8K -2,307 -0.7%
FAN
93
Financial Advisors Network
California
$6.64M +$1.23M +62,016 +23%
OPS
94
Orion Portfolio Solutions
Nebraska
$6.64M +$59.6K +3,003 +0.9%
OCM
95
One Capital Management
California
$6.51M -$257K -12,966 -4%
CP
96
Capital Planning
Washington
$6.33M +$6.33M +319,110 New
AWM
97
AE Wealth Management
Kansas
$6.13M +$3.77M +189,888 +159%
EWM
98
Empirical Wealth Management
Washington
$5.97M +$421K +21,195 +8%
IWA
99
IVC Wealth Advisors
Pennsylvania
$5.94M +$5.94M +299,562 New
GWS
100
Glassman Wealth Services
Virginia
$5.83M -$308K -15,531 -5%
2 3
4
5 6