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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 %
BAMG
101
Brand Asset Management Group
Missouri
$3.23M +$2.76M +187,236 +588%
CCM
102
Condor Capital Management
New Jersey
$3.22M -$6.42K -435 -0.2%
CGFA
103
Colton Groome Financial Advisors
North Carolina
$3.16M -$6.25M -423,714 -66%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$3.11M -$1.22M -82,887 -28%
SFSG
105
Stearns Financial Services Group
North Carolina
$3.1M +$981K +66,435 +46%
LC
106
LCNB Corp
Ohio
$3.07M +$490K +33,189 +19%
SIA
107
Starfire Investment Advisers
Michigan
$3.06M -$50.5K -3,423 -2%
PV
108
Private Vista
Illinois
$3.04M +$102K +6,903 +3%
LFAS
109
Level Four Advisory Services
Texas
$3.02M -$862K -58,377 -22%
IFS
110
Ifrah Financial Services
Arkansas
$2.99M +$118K +8,028 +4%
RFA
111
Reilly Financial Advisors
California
$2.95M -$203K -13,770 -6%
TNA
112
True North Advisors
Texas
$2.93M +$365K +24,714 +14%
IA
113
IFP Advisors
Florida
$2.77M -$448K -30,030 -14%
MWM
114
Merriman Wealth Management
Washington
$2.73M -$3.06M -207,615 -53%
WP
115
WealthSource Partners
California
$2.72M +$419K +28,419 +18%
SWM
116
SeaCrest Wealth Management
New York
$2.71M -$322K -21,855 -11%
ADL
117
Asset Dedication LLC
California
$2.67M +$1.61M +109,266 +153%
CMP
118
Courage Miller Partners
Virginia
$2.66M +$51.9K +3,516 +2%
MML Investors Services
119
MML Investors Services
Massachusetts
$2.63M -$1.96M -132,741 -43%
KWM
120
Kingsview Wealth Management
Oregon
$2.63M +$330K +22,398 +14%
LWAC
121
Laurel Wealth Advisors (California)
California
$2.62M +$17.5K +1,185 +0.7%
ACA
122
Ackerman Capital Advisors
Texas
$2.57M +$2.57M +174,192 New
PPA
123
Parametric Portfolio Associates
Washington
$2.4M +$423K +28,629 +21%
BBPWM
124
Blue Bell Private Wealth Management
Pennsylvania
$2.37M +$1.02K +69 +0%
GPFA
125
Game Plan Financial Advisors
Ohio
$2.35M +$71.7K +4,863 +3%
3 4
5
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