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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 %
PP
101
Paloma Partners
Connecticut
$3.88M +$3.88M +231,999 New
SWM
102
SeaCrest Wealth Management
New York
$3.72M +$653K +39,090 +21%
TNA
103
True North Advisors
Texas
$3.67M +$350K +20,973 +11%
OMC
104
Old Mission Capital
Illinois
$3.64M +$3.64M +217,896 New
ECM
105
ExodusPoint Capital Management
New York
$3.58M +$3.58M +214,500 New
CCM
106
Condor Capital Management
New Jersey
$3.58M -$72.4K -4,335 -2%
ECG
107
Edge Capital Group
Georgia
$3.53M -$477K -28,536 -12%
RFA
108
Reilly Financial Advisors
California
$3.46M +$123K +7,365 +4%
SIA
109
Starfire Investment Advisers
Michigan
$3.45M -$14.5K -867 -0.4%
IFS
110
Ifrah Financial Services
Arkansas
$3.44M +$63.4K +3,798 +2%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$3.29M -$12.5M -751,320 -79%
PV
112
Private Vista
Illinois
$3.29M -$157K -9,387 -5%
CMP
113
Courage Miller Partners
Virginia
$3.12M +$101K +6,042 +3%
Cetera Investment Advisers
114
Cetera Investment Advisers
Illinois
$3.06M -$2.41M -144,249 -44%
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$3.01M -$507K -30,348 -14%
LC
116
LCNB Corp
Ohio
$2.99M -$482K -28,854 -14%
MAS
117
Managed Account Services
Florida
$2.95M +$213K +12,312 +8%
ADL
118
Asset Dedication LLC
California
$2.94M -$75.1K -4,503 -2%
KLI
119
Kelman-Lazarov Inc
Tennessee
$2.71M -$2.19M -131,250 -45%
LWAC
120
Laurel Wealth Advisors (California)
California
$2.68M -$284K -16,977 -10%
BBPWM
121
Blue Bell Private Wealth Management
Pennsylvania
$2.64M -$41.9K -2,508 -2%
IA
122
IFP Advisors
Florida
$2.63M -$426K -25,848 -14%
SFSG
123
Stearns Financial Services Group
North Carolina
$2.58M -$933K -55,857 -27%
WSTAM
124
Wilbanks Smith & Thomas Asset Management
Virginia
$2.57M +$15.9K +954 +0.6%
MML Investors Services
125
MML Investors Services
Massachusetts
$2.52M -$463K -27,732 -16%
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