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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 %
GCP
101
Gill Capital Partners
Colorado
$5.83M +$10.1K +507 +0.2%
TNA
102
True North Advisors
Texas
$5.71M +$627K +31,581 +12%
RWM
103
RKL Wealth Management
Pennsylvania
$5.55M -$208K -10,470 -4%
DAS
104
Dynamic Advisor Solutions
Arizona
$5.47M +$550K +27,711 +11%
WPIC
105
White Pine Investment Company
Michigan
$5.37M +$1.24M +62,388 +30%
CG
106
Colony Group
Massachusetts
$5.25M +$101K +5,070 +2%
PFWA
107
Paces Ferry Wealth Advisors
Georgia
$5M +$360K +18,138 +8%
SWM
108
Southern Wealth Management
Texas
$4.86M +$20.4K +1,029 +0.4%
LIM
109
Leavell Investment Management
Alabama
$4.85M +$1.14M +57,519 +31%
SWA
110
Stratos Wealth Advisors
Ohio
$4.84M -$3.58M -180,474 -43%
BAMG
111
Brand Asset Management Group
Missouri
$4.78M -$99.1K -4,992 -2%
SS
112
Simplicity Solutions
Minnesota
$4.77M +$3.79M +190,884 +385%
SWM
113
SeaCrest Wealth Management
New York
$4.63M -$42K -2,115 -0.9%
RCIM
114
Red Cedar Investment Management
Michigan
$4.61M -$6.8M -342,882 -60%
LC
115
LCNB Corp
Ohio
$4.24M +$654K +32,961 +18%
IFS
116
Ifrah Financial Services
Arkansas
$4.22M +$19.2K +969 +0.5%
BWM
117
BerganKDV Wealth Management
Minnesota
$4.15M -$143K -7,209 -3%
HB
118
Homrich & Berg
Georgia
$4.15M +$3.84M +193,710 +1,278%
BDWCC
119
B&D White Capital Company
Texas
$4.03M +$4.03M +203,157 New
CI
120
Conning Inc
Connecticut
$3.94M – – –
ISWM
121
Independent Solutions Wealth Management
New York
$3.92M -$583K -29,355 -13%
IA
122
IFP Advisors
Florida
$3.92M +$200K +10,089 +5%
Royal Bank of Canada
123
Royal Bank of Canada
Ontario, Canada
$3.88M +$704K +35,487 +22%
RFA
124
Reilly Financial Advisors
California
$3.81M +$9.05K +456 +0.2%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$3.78M +$165K +8,331 +5%
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5
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