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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 %
PFWA
101
Paces Ferry Wealth Advisors
Georgia
$4.07M +$4.07M +233,715 New
ISWM
102
Independent Solutions Wealth Management
New York
$3.95M -$683K -39,267 -15%
LWM
103
Laidlaw Wealth Management
New York
$3.81M -$845K -48,549 -18%
BWM
104
BerganKDV Wealth Management
Minnesota
$3.77M -$1.57M -90,204 -29%
GB
105
Gunma Bank
Japan
$3.76M +$3.76M +216,000 New
IFS
106
Ifrah Financial Services
Arkansas
$3.68M +$96.9K +5,568 +3%
WPIC
107
White Pine Investment Company
Michigan
$3.62M +$1.54M +88,674 +74%
CI
108
Conning Inc
Connecticut
$3.46M +$3.46M +198,690 New
ECG
109
Edge Capital Group
Georgia
$3.38M -$297K -17,094 -8%
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$3.35M +$158K +9,102 +5%
RFA
111
Reilly Financial Advisors
California
$3.33M -$279K -16,011 -8%
IA
112
IFP Advisors
Florida
$3.26M +$491K +28,251 +18%
LIM
113
Leavell Investment Management
Alabama
$3.26M +$2.06M +118,446 +173%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$3.18M -$259K -14,868 -8%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$3.15M +$1.13M +64,827 +56%
GPFA
116
Game Plan Financial Advisors
Ohio
$3.15M +$3.15M +180,825 New
LC
117
LCNB Corp
Ohio
$3.14M +$25.6K +1,470 +0.8%
CMP
118
Courage Miller Partners
Virginia
$3.12M +$50 +3 +0%
CCM
119
Condor Capital Management
New Jersey
$3.11M -$614K -35,307 -16%
ADL
120
Asset Dedication LLC
California
$3.1M +$34.1K +1,962 +1%
MAS
121
Managed Account Services
Florida
$2.99M -$78.2K -4,344 -3%
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$2.78M -$360K -20,676 -11%
KLI
123
Kelman-Lazarov Inc
Tennessee
$2.72M -$94.4K -5,427 -3%
LWAC
124
Laurel Wealth Advisors (California)
California
$2.69M -$99K -5,691 -4%
BBPWM
125
Blue Bell Private Wealth Management
Pennsylvania
$2.67M -$78.7K -4,521 -3%
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